Wealth of Deliverables

Whether you are embarking on your career or are already successful and established in your industry, protecting your income producing years from life’s unexpected events is a crucial step.

We only recommend you the protection you require, with no unnecessary features. Just honest, authentic advice for peace of mind for life.

Your health, not money, is your most important life asset. We recommend you appropriate solutions to prevent you from worrying unnecessarily with your loss of income coupled with the escalating cost of medical expenses. Because when an illness strikes, you should focus on getting well, not getting worried about money.

Every parent wants to give their children the best chance to get ahead in life. Start investing before they speak their first words. You want to be ready to provide them with choices when they are ready for higher learning.

We offer you options to ensure that their education funds required are taken care of without compromising on your quality of life and time with them during their growing up years.

It doesn’t matter whether you have a short term goal to buy your dream car, or your retirement 20 years later, we have bespoke solutions that help you attain your goals at the pace you desire, and at the risk appetite that you are comfortable with.

Our consultants will guide you to navigate the possible pitfalls and opportunities you can take advantage of.

Your home is one of the biggest investments you will make in your lifetime. We offer solutions to help you protect this important asset in the event of unfortunate circumstances.

Our consultants will highlight the options available for can help you to creatively spend considerably lesser than what you think while still getting the protection you need for protecting your home and beyond.

You have worked hard to build your wealth and assets. Together with our consultants, you can be assured that your loved ones enjoy the fruits of your labour according to your wishes, even if you are no longer around. Secure the financial future of those who matter most to you.

Life isn’t all about long term planning for retirement. Life is also about the next holiday, the next car or home upgrade. It’s about living free now without compromising your big-ticket items later in life.

We ensure that you enjoy life both today and your retirement 20 years later. Wealth Planning should free you, not tie you down.

What is worth building is definitely worth protecting. The business empire you’ve worked hard to build in your lifetime can continue to thrive even in your absence.

We provide customised plans and options so that you can spend productive time growing your best talents to execute your corporate growth strategies with a peace of mind.

Your business success is often attributed to having the right key executives. And they have become akin to family. We provide solutions to protect the loss of any critical personnel – for their families and necessary corporate adjustments to cope with the loss of know-how and reputation of your business.

Unfortunate events like property and stock damage, theft or liability can derail any business, large or small. We provide industry leading range of customised solutions to ensure that your reputation and resources are protected from these unforeseen situations.

Your business is cross-boundary, so should your wealth management resources and plans. finexis Private Wealth Services (PWS) works with globalised private banks and family offices to help you manage your wealth across various countries and jurisdication.

We assist in protecting your family assets from erosion from the risk of unexpected events, such as regulatory changes, lawsuits, or other threats like out-of-court settlements. Our range of specialised services includes setting up of trusts and foundations, and managing donations.

At finexis, our platform provides you global access to exclusive wealth products and services and specialised investment portfolios to help build your wealth. Talk to our Private Wealth Managers for bespoke solutions to cater to your unique needs.

We work with various private banks to help you manage wealth distributed across various countries.