Hello, I'm Lionel Wong

Lionel is a dedicated financial consultant at finexis, specialising in helping clients to optimise their cashflow through assets restructuring, allowing them to spend more time and energy to focus on what truly matters. His approach centres on transforming clients’ current assets into effective wealth-building resources, ensuring long-term financial security as well as the efficient transfer of wealth, values and beliefs for their families and future generations. Whether it’s planning for early retirement, securing educational resources, or building a lasting legacy, Lionel provides strategic solutions that align with his clients’ most important goals.

Working primarily with  high-net-worth individuals, and professionals in law and medicine, Lionel offers sophisticated financial strategies tailored to address their unique needs. He understands that many affluent clients are often limited to mass-market products that may not fully address their specific needs. Leveraging his expertise, Lionel delivers bespoke solutions that best suits the needs of his clients’ profiles. He also shares valuable insights and best practices from other clients with similar profiles, expanding options and empowering them  to make informed decisions.

Lionel’s approach extends beyond financial planning—he connects clients with valuable networks and shares insights that enhance both personal and professional growth. His dedication to making a positive impact is reflected in the strong relationships he builds, often resulting in personal referrals and lasting friendships. For Lionel, each client meeting is an opportunity to embark on a new adventure, enriching both his practice and his clients’ lives.