Finexis Advisory Pte Ltd is a leading financial advisory firm in Singapore, established in 2002 to help individuals and organizations achieve their financial goals. With a focus on wealth management, investment advisory, and retirement planning, Finexis Advisory provides customized solutions tailored to meet the unique needs of its clients.
At Finexis Advisory, our mission is to empower clients with the knowledge, resources, and guidance they need to make informed financial decisions. We believe that everyone deserves access to high-quality financial advice to make the most of their financial futures.
Finexis Advisory offers a comprehensive range of financial services, including:
We take a holistic approach to financial planning, considering all aspects of our clients' financial lives. We work closely with our clients to understand their goals, risk tolerance, and financial situation. This allows us to develop customized strategies that align with their unique objectives.
Our team of financial advisors is highly qualified and experienced, with a deep understanding of the financial markets and investment strategies. We stay up-to-date with the latest financial trends and developments to ensure that our clients receive the most effective and innovative financial advice.
We are committed to providing our clients with the highest level of service. We are always available to answer questions, provide guidance, and make adjustments to our strategies as needed. Our goal is to help our clients achieve financial success and peace of mind.
To learn more about how Finexis Advisory can help you achieve your financial goals, contact us today. We offer a complimentary consultation to discuss your financial needs and develop a personalized plan for your financial future.
"Finexis Advisory has been my trusted financial advisor for over five years. They have helped me significantly grow my wealth and achieve financial independence." - John Doe
"The team at Finexis Advisory is highly knowledgeable and professional. They have guided me through the complexities of financial planning, helping me make the most of my investments." - Jane Doe
Table 1: Asset Allocation by Risk Tolerance
Risk Tolerance | Stock Allocation | Bond Allocation | Cash Allocation |
---|---|---|---|
Conservative | 40% | 60% | 0% |
Moderate | 60% | 40% | 0% |
Aggressive | 80% | 20% | 0% |
Table 2: Retirement Planning Contributions
Age | Annual Contribution | Target Retirement Age | Target Retirement Income |
---|---|---|---|
25 | $5,000 | 65 | $100,000 |
30 | $10,000 | 65 | $150,000 |
35 | $15,000 | 65 | $200,000 |
Table 3: Estate Planning Strategies
Strategy | Description |
---|---|
Will | Legal document that outlines distribution of assets after death |
Trust | Legal entity that holds assets and manages their distribution |
Gift Giving | Transferring assets to others during your lifetime |
Life Insurance | Policy that provides death benefit to beneficiaries |
Table 4: Investment Strategies
Strategy | Description |
---|---|
Diversification | Investing in a variety of assets to reduce risk |
Dollar-Cost Averaging | Investing a fixed amount of money at regular intervals |
Value Investing | Investing in undervalued companies with strong fundamentals |
Growth Investing | Investing in companies with high growth potential |
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