Impacting Lives Beyond Finance
A client-focused, people-centric financial advisory firm
Since we opened our doors in 2005, we have grown to become the leading homegrown financial advisory firm in Singapore.
At finexis, 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 shareholders 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.
What Our Clients Say About Us
At finexis, nothing fulfils us more than helping you live your dreams. When you succeed, we succeed. Yet, what we say does not matter as much as what our clients say about us. Here’s where you can find out their experiences with us.
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What Our Partners Say About Us
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.
Here’s what our partners say about their working relationship with us:
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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.
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.
Kwok Keng Han
CEO, Navigator Investment Services Limited
finexis has a forward-thinking leadership and a highly adaptable, vibrant team.
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.
Lance Tay
General Manager, Life Insurance, China Taiping Insurance (Singapore) Pte. Ltd.
With this new partnership, we hope to bring new ideas and solutions, and value-add finexis’s portfolio for their clients.
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.
Sue Chi Kong
CEO, Etiqa Insurance Pte Ltd
They can move boldly and quickly and they can make things happen, big things.
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.
Lim Chung Chun
Chairman & CEO, iFAST Financial Pte. Ltd.
Honesty is present in the DNA of corporate structure. I think in many business partnerships this is still one of the best.
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.
Catherine Wong
Intermediary Distribution Director, Aviva Ltd.
As partners, we walk the path together to develop suitable and effective investment solutions for the end clients.
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.
Pang Cheng Duan
Head of Fixed Income, Finexis Asset Management Pte. Ltd.
finexis puts their clients’ interest first, which is very much in line with our core value - customer-centricity.
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.
Madeline Ho
Managing Director, Head of Wholesale Fund Distribution, Asia Pacific, Natixis Singapore
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.
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.
Koh Hui-Jian
Managing Director, Head of Retail Distribution & Partnerships, Manulife Investment Management Singapore Pte. Ltd.
Our Staff
Our people are not only our company’s greatest assets; our people are the company.
Reflecting our strong belief that our company is only as strong as its people, we constantly strive to create a first class environment that fosters personal growth, where every person takes personal ownership of their work to create meaning, raise results, contribute to the vision, and grow from within to thrive.
There are no ladders of hierarchy, only fluid, small teams that act fast and move fast. This is also done to support our position as market leaders and disruptive innovators who are always challenging the status quo. Join us in creating the next wave of major change in the financial services industry.
Our Consultants
At finexis, we believe the right way to grow your career is to first grow your impact.
Therefore, we are highly selective of the consultants we groom. Individuals whose sole desire is profits and accolades are rejected. Only individuals with genuine heart, passion and desire to make an impact in others’ lives pass our selection criteria.
They are then put through our proven training and coaching program to turn them from beginner to big impact-makers, backed by a team of full-time staff who run the nuts-and-bolts while they focus on growing themselves first then their clients.
As a result, hundreds of aspiring change-makers have joined, grown and thrived as finexis consultants impacting thousands of lives. The question is – are you next?
Our Leaders
If our company is like the navy, our leaders are captains of our ships – steering us through the waves of change we’re creating in our industry.
Every leader, from the back-office to the front-facing team leads, were trained from the ground up, and unlike corporate executives who serve lucrative three-year contracts before jumping companies, our management team has grown and stayed together for more than a decade. This demonstrates their long-term commitment to the finexis cause and reflects our core values – not to profit and climb, but to grow and build.