Shaping The Life You Want Through Comprehensive Wealth Management

We listen and design our solutions to help you reach your life goals

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INCOME REPLACEMENT PROTECTION

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.

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Health

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.

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Tertiary Education Planning

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.

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Savings & Investments

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.

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Retirement Planning

Your working hours are finally yours to spend as you wish with the people you love. Share with us your desired picture of retirement life and we will help you plan to make it a reality. We strategise plans for your achievement of this desired lifestyle when you retire 20 years later without compromising on your quality of life today.

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Home Protection

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.

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Legacy Planning

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.

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Short Term Planning

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.

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Business Succession Planning

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.

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Employee Benefit Schemes

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.

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Critical Personnel Protection

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.

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Commercial Risk Transfer

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.

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Cross Border Wealth Management

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

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High Net Worth Capital Preservation & Asset Protection

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.

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High Net Worth Wealth Accumulation Planning

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.

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Global Wealth Planning

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

Our Partners

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.

20 Life / Group Insurance Companies

  • AIA Singapore Private Limited
  • Allianz Insurance Singapore Pte. Ltd.
  • AXA Insurance Pte. Ltd.
  • China Life Insurance (Singapore) Pte. Ltd.
  • China Taiping Insurance (Singapore) Pte. Ltd.
  • Etiqa Insurance Pte. Ltd.
  • Friends Provident International Limited (Singapore Branch)
  • FWD Singapore Pte. Ltd.
  • Utmost Worldwide Limited, Singapore Branch
  • HSBC Insurance (Singapore) Pte. Limited
  • Life Insurance Corporation (Singapore) Pte. Ltd.
  • Manulife (Singapore) Pte. Ltd.
  • NTUC Income Insurance Co-Operative Ltd
  • Quilter International Isle of Man Limited Singapore Branch
  • Raffles Health Insurance Pte. Ltd.
  • Singapore Life Ltd.
  • Sun Life Assurance Company of Canada Singapore Branch
  • Swiss Life (Singapore) Pte. Ltd.
  • Tokio Marine Life Insurance Singapore Ltd.
  • Transamerica Life (Bermuda) Ltd. (Singapore Branch)
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    27 General / Group Insurance Companies

  • Aetna Insurance Company Limited (Singapore Branch)
  • AIA Singapore Private Limited
  • AIG Asia Pacific Insurance Pte. Ltd.
  • Allianz Global Corporate & Specialty SE Singapore Branch
  • Allianz Insurance Singapore Pte. Ltd.
  • Allied World Assurance Company, Ltd, Singapore Branch
  • AXA Insurance Pte. Ltd.
  • China Taiping Insurance (Singapore) Pte. Ltd.
  • Chubb Insurance Singapore Limited
  • Cigna Europe Insurance Company S.A.-N.V. Singapore Branch
  • Delta Underwriting Pte Ltd
  • Etiqa Insurance Pte. Ltd.
  • ERGO Insurance Pte. Ltd.
  • Great American Insurance Company
  • Great Eastern General Insurance Limited
  • HL Assurance Pte. Ltd.
  • Liberty INSURANCE PTE LTD
  • MS First Capital Insurance Limited
  • MSIG Insurance (Singapore) Pte. Ltd.
  • NTUC Income Insurance Co-Operative Ltd
  • QBE Insurance (Singapore) Pte. Ltd.
  • Raffles Health Insurance Pte. Ltd.
  • Singapore Life Ltd.
  • Sompo Insurance Singapore Pte. Ltd.
  • The Great Eastern Life Assurance Company Limited
  • Tokio Marine Insurance Singapore Ltd.
  • Tokio Marine Life Insurance Singapore Ltd.
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    48 Fund Houses

  • abrdn Asia Limited
  • AllianceBernstein (Singapore) Ltd.
  • Allianz Global Investors Singapore Limited
  • Amundi Singapore Limited
  • APS Asset Management Pte Ltd
  • Aviva Investors Asia Pte. Limited
  • BlackRock (Singapore) Limited
  • BNP PARIBAS ASSET MANAGEMENT Singapore Limited
  • BNY Mellon Investment Management Singapore Pte. Limited
  • Canaccord Genuity Wealth (International) Limited
  • Deutsche Asset Management (Asia) Limited
  • Dimensional Fund Advisors Pte. Ltd.
  • DWS Investments Singapore Limited
  • Eastspring Investments (Singapore) Limited
  • FIL Investment Management (Singapore) Limited
  • Finexis Asset Management Pte. Ltd.
  • First Sentier Investors (Singapore)
  • Franklin Templeton Investments
  • Fullerton Fund Management Company Ltd.
  • Goldman Sachs Asset Management (Singapore) Pte. Ltd.
  • H2O AM Asia Pte. Ltd.
  • HSBC Global Asset Management (Singapore) Limited
  • iFAST Financial Pte. Ltd.
  • Janus Henderson Investors (Singapore) Limited
  • JPMorgan Asset Management (Singapore) Limited
  • Jupiter Asset Management (Asia) Private Limited
  • Lion Global Investors Limited
  • Man Investments Limited
  • Manulife Investment Management (Singapore) Pte. Ltd.
  • Matthews Asia
  • Maybank Asset Management Singapore Pte. Ltd.
  • Natixis Investment Managers Singapore Limited
  • Neuberger Berman Singapore Pte. Limited
  • Nikko Asset Management Asia Limited
  • NN Investment Partners (Singapore) Ltd.
  • Ostrum Asset Management
  • Phillip Capital Management (S) Ltd
  • PIMCO Asia Pte Ltd
  • PineBridge Investments Singapore Limited
  • Principal Asset Management (S) Pte. Ltd.
  • RHB Asset Management Pte. Ltd.
  • Schroder Investment Management (Singapore) Ltd.
  • Templeton Asset Management Ltd
  • Threadneedle Investments Singapore (Pte.) Limited
  • UBS Asset Management (Singapore) Ltd
  • UOB Asset Management Ltd
  • Value Partners Asset Management Singapore Pte. Ltd.
  • Wells Fargo Funds Management
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    Investment Platforms

  • iFAST Financial Pte. Ltd.
  • Navigator Investment Services Limited
  • Phillip Securities Pte Ltd
  • UOB Kay Hian Private Limited

  • Strategic Partners

  • Finexis Asset Management Pte. Ltd.
  • finexis advisory (HK) Limited
  • Wills & Trust Companies

  • FortisWills Pte Ltd
  • Kensington Trust Singapore Limited
  • PreceptsGroup International Pte Ltd
  • Loans (Referral Arrangement)

  • CIMB Bank Berhad
  • DBS Bank Ltd.
  • Malayan Banking Berhad (Maybank)
  • Oversea-Chinese Banking Corporation Limited (OCBC)
  • United Overseas Bank Limited (UOB)
  • Our Commitment

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    Fair Dealing

    We are committed to adhere to good market practices and treat our clients fairly.

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    Personal Data

    We take our responsibilities under Singapore’s Personal Data Protection Act 2012 (the “PDPA”) seriously and recognise the importance of proper management, protection and processing your personal data that you have entrusted to us.

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