Couple Financial Planning
Progress your relationship as you grow older together. If you're planning to get married, start a family or achieve your couple goals, receive practical advice on securing your finances as a couple.
Live Exceptionally
Taking your first step to arrive at the future you
Truly Independent
Unlike others, we are not tied to any particular insurance company or financial products. Our team of expert consultants analyze data and products across Singapore and provide you with customized, impartial financial solutions.
Transparent
A clear structure so you know how your money is spent, what you are protected for and the benefits you will receive. We simplify complex products and financial jargon so you have the clarity to make better decisions.
Together
Expect a relationship that’s responsive, attentive, and personalized to you and your loved ones. Our industry leading capable team, is here to grow with you. We are with you, every step of the journey.
Technology
A pioneering AI-powered robot assistant that can give you a complete overview of your portfolio with just one tap. Less hassles, more time to enjoy the good things in life.
Accelerate towards
your dream
We believe that life is more than just finances and that everyone deserves to live better. You are unique and so are your needs and goals. Whether it is a Hospital Plan, Life Insurance, Critical illness cover, Retirement planning or having a peace of mind on that family vacation, our consultants will help you make the right choices so that you can achieve your dreams.
Learn moreServices
Plan for the unexpected so you can focus on the present
High Net Worth Financial Planning
Whether it's your family's future or succession plans for your business, we provide solutions on wealth structuring, retirement planning and legacy protection. Go beyond the uncertainty of market volatility and secure your assets for yourself and the next generation.
Business & Corporate Risks Solutions
Business & Corporate Risks Solutions aim to protect assets, reputation, and stakeholders' interests by implementing effective risk management practices, insurance coverage, and contingency planning. The goal is to minimize losses and ensure business continuity in a dynamic business environment.
Turn up for life,
and for our future
We chose to turn up for a more meaningful life by forging our own career pathways that supports our life goals. Now we share these opportunities to you, and with you.
Bigger than ‘I’
Developing our skills and knowledge to value add to the people around us.
Resting Easy
Securing our retirement plan and financial freedom to support our dream lifestyle.
Living your dreams
Living the dream life and afford dream vacations without slogging over years of unfulfilling work.
Quality time
Having time to spend with family and love ones, or giving back to society.
Meet our Go- Getters
Siow Chee Chiang Abel
“Listening is the art that requires attention over talent, spirit over ego, and others over self.”
Chua Hui Xin
"You are the average of the Top 5 people you hang around with."
Yeo Kai Yan Valerie
“What causes the seemingly unimpressive to find their glow and shine? The key is in the environment.”
Our Core Values
Reciprocal Bond
We value genuine and lasting relationships that are nurtured by effort and trust from each other.
Relentless Attitude
We value the ones who stay hungry and constantly see and act toward greater possibilities.
Earnest Being
We value authentic conversations and simply being truthful to each other.
Human-Centered
Training System
We don't train people to work, we are trained to work on people.
Unlearn
Breaking your old mental framework and reinvent yourself.
Control
Practicing control yields us power and dominance over our lives. We cannot keep what we cannot control.
Mastery
Eventually you can become a practicing mentor to coach and share your successes with your own mentees.
Articles
September 26, 2023
4 steps to start financial planning as a couple
Money is something that we worry about all the time. When we’re still studying, we feel as if we don’t have enough cash to buy the things that we want, much less save. When we step into full time employment...
September 9, 2023
5 Essential Skills for a Financial Adviser Career
Are you considering a financial advisor career? A financial advisor is a person who advises others and makes recommendations about their financial matters. This is often a highly lucrative and...
September 2, 2023
Financial Advisor Salary and Benefits
What if you could grow your own wealth while managing others? Besides providing needed financial advice, the potential of earning a lucrative financial advisor salary and benefits are what drives...
August 16, 2023
9 ways money can break a relationship
There are many things that can break a relationship. The most common ones include infidelity, differences in life goals, and poor communication and conflict resolution skills. Here’s another common...
August 8, 2023
Making financial plans before marriage in case of a divorce
You’ve said “I Do” and are looking forward to spending the rest of your lives together. You certainly wouldn’t have planned for it but how would a divorce affect your plans? Certainly, divorce is not...
Frequently Asked Questions
We are a group of individually-licensed financial representatives from finexis advisory Pte Ltd. Click here for our list of partners. Most importantly, we represent you, our privileged clients. You are assured that we will sort through the sea of products and services to find the best ones suited to your needs.
Our team of financial consultants has over a decade of experience under the tutelage of our directors who are still active practitioners. What’s more important than having years of experience, is our heart to serve and having the access to the insights and resources from a dedicated team of certified financial planners.
We are commissioned by our partners. Our best rewards come from our clients’ personal introductions.
Our financial advisory process and solutions incorporate both high-touch and high-tech robo-assisted elements. Why choose when you can have the best of both worlds?
Every single step in the traditional financial planning process leaves you “stuck” and financially “hoping”, we do it differently to help you break free, as early as today (or now).
While others focus on product-fitting to drive production, our consultants focus on a mutually screened-through FIT process.
While others focus on product-fitting to drive production, our consultants focus on a mutually screened-through FIT process.
Our 7-step financial planning process begins with a fit process to ensure mutual understanding. We then conduct thorough fact-finding to understand your financial situation. From there, we develop a bucket list financial outlook and consider lifestyle factors, money values, and risk tolerance. Next, we review the facts and design stress-tested strategies. We deliver advice and implement solutions, followed by regular reviews and revisions to keep your plan on track. Our goal is to provide tailored guidance and support throughout your financial journey. Ask us about our 7-steps cash flow financial planning process
We are also consumers of financial policies so we understand the pains of changing advisors when one leaves, non-responsive and outdated advisory process. We have client adoption and transition systems with handover SOP endorsed by active practitioner leaders. The leaders ensure processes are kept abreast with evolving market and consumer needs. What we aim is to level up the overall professionalism and services level of our financial consultants to ensure continuity in services with minimal disruption.
Our HNWI clientele grew with us from different starting points. We aim to bring our clients to their end goal, regardless where their starting points are.
有些人的起跑点是他人的终点。我们关注的是帮您达到您的终点，而不是在意您的起跑点在哪儿。
有些人的起跑点是他人的终点。我们关注的是帮您达到您的终点，而不是在意您的起跑点在哪儿。