
"To live life like fireworks. It's not how long, but how meaningful we live it."
– Yee Chin Siong
Certifications
Certified Financial Planner (CFP®)
Certified Legacy Planning Associate
Hello, I'm Chin Siong
Branch Director
MAS Representative No. YCS100040933
"To live life like fireworks. It's not how long, but how meaningful we live it."
– Yee Chin Siong
In the ever-evolving landscape of financial advisory, Chin Siong stands as a seasoned pioneer, having been part of finexis since 2005. Armed with an engineering background, he approaches advisory work with a unique problem-solving perspective that sets him apart in an industry increasingly influenced by technology and AI.
His philosophy centers on recognizing that each client’s journey is unique, marked by individual stories, concerns, and aspirations. Regular conversations ensure that the initial plan remains aligned with changing career and family dynamics, all while shielding clients from the distracting noise of market fluctuations. Having handled substantial claims, Chin Siong firmly believes in a risk-based approach as the bedrock of sound financial planning.
Looking to the future, Chin Siong sees promising opportunities within the emerging High Net Worth (HNW) sector in both Singapore and the broader region. He is also passionate about mentoring younger consultants to ensure clients are cared for beyond this generation.
For Chin Siong, every interaction with his team and clients is a reminder that nothing in life happens by chance. His clientele, predominantly composed of professionals and senior management in engineering, finance, and civil service, also extends to retirees seeking retirement readiness and legacy planning.
As a lifetime MDRT member, Chin Siong has not only achieved professional success but also relished the opportunity to explore the world, often sharing these experiences with loved ones, including memorable trips to Japan and Europe with his parents.
Certifications
Certified Financial Planner (CFP®)
Certified Legacy Planning Associate
Achievements

Million Dollar Round Table
2024

Million Dollar Round Table
2023

Million Dollar Round Table
2022

Million Dollar Round Table
Life Member 2021

Million Dollar Round Table
2021

Million Dollar Round Table
2020

Million Dollar Round Table
2019

Million Dollar Round Table
2018

Million Dollar Round Table
2017

Million Dollar Round Table
2012

Million Dollar Round Table
2011

Million Dollar Round Table
2010

Million Dollar Round Table
2007

Million Dollar Round Table
2006
Testimonials
Another valuable aspect of working with Chin Siong is his dedication to helping me plan for retirement. He took the time to explain how I can prepare, through regular savings in different plans, for pockets of money to be made available at different times as I approach retirement age. This ensures that I have a clear understanding of my financial future. I wholeheartedly recommend Chin Siong to anyone seeking financial guidance. He is approachable, honest, and genuinely cares for his clients' financial well-being. Thanks to his expertise, I am on track to achieve my financial goals. If you're looking for a financial adviser who will put your best interests first, Chin Siong is the one to trust.
More than 20 years now and he still maintains his personality although he is way more established in his career. Over the years, he has lent his helping hand in desperate times, offering sound financial advice. We have now become more than friends. Even then, Chin Siong continues to show care and concern for our well-being, staying constantly in touch with us to ensure we make good decisions. What more can you ask for?
Get in touch with me
Let’s have a conversation about your future, life aspirations, and financial well-being.