"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

Testimonials

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