Testimonials
Impacting Lives Beyond Finance
A client-focused, people-centric financial advisory firm
Testimonials
Impacting Lives Beyond Finance
A client-focused, people-centric financial advisory firm
A client-focused, people-centric financial advisory firm
As a client of finexis, you have Singapore’s leading homegrown financial advisory firm as your financial partner. We are not funded or backed by any particular insurance provider, private equity or listed company. We are under no pressure by any international insurer’s or board of directors to enhance shareholder profits or stock prices at the expense of our clients.
We are therefore free to hold to the highest standard of care and act in the best interests of our clients at all times, and to relentlessly focus on constantly growing our people, to ensure that our consultants on our platform provide clients with unbiased advice that truly impact your wealth and beyond.
How We Impact Our Clients' Lives
My long-term goal is to return to Indonesia to help out with my dad’s business. As a fresh graduate, I wasn’t sure how to plan and achieve this. Stephanie guided me through the big picture, and what it takes to secure my future and my goal. I learned that we’re never too young to start our retirement fund. I am happy that Stephanie has my safety net set for me and I can pursue all my goals.
I have never met a financial adviser like Swee Yan. Swee Yan ensured that my concerns and priorities are met; and it’s in areas beyond financial planning. Swee Yan helps me in my personal growth, so that I can advance in my career too. I am definitely committed to working with him for the long term!
I reached a roadblock in my career and I was not feeling confident. Melvin showed his concern and patiently guided me through a self-discovery process. In the end, I achieved my dream career, a healthier lifestyle and an improved well-being. Now I face challenges head-on with a growth mind-set. Melvin set me up for the breakthrough in my career and giving me the best coverage and benefits!
I used to have no savings and felt rather hopeless regarding my financial future. Wenhao’s detailed and meticulous planning for me now, allows me to save every month. Wenhao gives me the confidence and hope that through proper financial planning, my family and I will be secured for life.
As an educator, I seek to impact the lives of my students and I can only do so if I have clarity for myself. Chun Wei went above and beyond by guiding me through a personal development process, which gave me directions for my career and life. His encouragement and patience has made me a more effective teacher and colleague at work. Chun Wei is my adviser, life coach, and mentor!
Zong Jie has been with me at every important stage of my life. He works closely with me to customize solutions for every need that my family and I have. Through his planning process, I received coverage that I would otherwise have not been able to get. I've engaged many advisers, but Zong Jie is the only one I trust to take care of my family's financial needs.
I had the same insurance adviser for almost 20 years before meeting Wendy. It is never too late to review and optimise existing policies that we have. Wendy is always willing to share and teach us what we need to know about our financial needs. Wendy came into our lives at the right time to help with our finances. We trust her completely and it has been a great journey with Wendy and finexis.
The financial consultants I met either had restrictive products or were being “pushy” in getting me to buy products I don’t need. Max didn’t force me to buy anything but I was sold at the end of our conversation. He lowered my premium by 53% and increased my overall coverage by 600%. I was skeptical of financial consultants, but Max is sincere and full of positivity.
I have experienced financial agents selling me products within their company, which doesn’t give me a variety of options. Daphne provided me with better options and suitable products. As a result, I achieved a reduction in my premium by 27% and increased my coverage by 205%. Daphne is passionate, helpful, and my role model. I really look up to her.
Chun Wei has always been someone who genuinely cares for the people around him. Chun Wei’s caring and sincere approach gives me the peace of mind and trust I need to invest my money. He has gone above and beyond my expectation, not just as a financial adviser, but in also helping me gain a competitive edge in my career.
Our Partners
Our corporate partners make it possible for us to provide one-stop access to the extensive range and depth of solutions needed for a truly customised plan that best fits each client’s unique financial situation.
With over 100 partners and a choice of more than 1,000 products, our platform allows our consultants to offer you personalised solutions that best fit your differing needs and wants in life. Early planning and preparation for life’s unexpected moments are made possible with our panel of strategic partners.
Here’s what our partners say about their working relationship with us
We enjoy working with finexis because of their strong commitment and vision for the financial advisory industry. They are committed to make our partnership a win-win one, by working hand in hand with us and providing solutions to suit the needs of their clients. finexis strives to deliver the best for their clients’ investments as they pride themselves to be the investment experts when it comes to managing wealth.
Finexis has a forward-thinking leadership and a highly adaptable, vibrant team. It is also culturally dynamic. These are elements that have propelled finexis to success and one that attracts us to foster a rewarding partnership with them. finexis’s consultants are constantly trained and armed with the current knowledge of market trends. It is this professionalism that makes our working relationship with finexis a positive one.
Finexis’s corporate team provides good support to new onboarding partners, like Etiqa. With this new partnership, we hope to bring new ideas and solutions, and value-add finexis’s portfolio for their clients. finexis’s consultants have done a terrific job in managing their customers’ financial health. They are one of the largest non-tied financial advisory firms in the market. This is no easy feat and we are proud to be one of finexis’s partners.
If I were to use one word to describe finexis, it is dynamic, because I find the people are generally quite energetic, able to move fast, work fast and make things happen fast. finexis is different from other companies because they have strong leadership. I think the people managing the company know what they want to do. They can move boldly and quickly and they can make things happen, big things.
I've always found the key people most enjoyable to work with. One word to describe finexis is enthusiastic. The energy is visible at all young consultants. Honesty is present in the DNA of corporate structure. I think in many business partnerships this is still one of the best.
I have enjoyed the engagement between our companies over the past four years. It has been professionally fulfilling and rewarding. As partners, we walk the path together to develop suitable and effective investment solutions for the end clients. finexis has been providing us with candid feedback, which allows us to understand the needs and concerns of clients better.
Through open dialogues, we have been able to introduce best-in-class solutions for finexis’s consultants and their end investors. finexis puts their clients’ interest first, which is very much in line with our core value — customer-centricity. With the tremendous growth that finexis has been experiencing, we are proud to be a part of this growth journey. We look forward to a closer and more collaborative relationship with finexis in the years ahead.
The team that helms finexis is strong and has a clear vision of where they wish to take their business. Their ethos is driven by the desire to grow with a focus on the clients. This has benefitted partners as we have been able to engage the team with ideas. And because there is clarity on where the business is headed, they can also provide clear steer to partners on what works.
