Finexis Advisory Pte Ltd: Your Trusted Financial Partner

About Finexis Advisory Pte Ltd

Established in 2005, Finexis Advisory Pte Ltd is a leading independent financial advisory firm in Singapore. With over 17 years of experience, we have built a strong reputation for providing comprehensive and tailored financial advice to individuals, families, and businesses.

Our team of experienced and qualified financial advisors is dedicated to helping our clients achieve their financial goals. We take a holistic approach to financial planning, considering all aspects of our clients' financial lives to develop personalized solutions that meet their unique needs and objectives.

Our Services

We offer a wide range of financial advisory services, including:

• Financial Planning: We help clients create comprehensive financial plans that outline their financial goals, identify potential risks, and develop strategies to achieve their objectives.
• Investment Management: We provide personalized investment portfolios that are tailored to each client's risk tolerance, investment horizon, and financial goals.
• Retirement Planning: We help clients prepare for a comfortable retirement by developing retirement savings plans, optimizing retirement income, and minimizing taxes.
• Estate Planning: We assist clients in preserving and distributing their assets according to their wishes through estate planning strategies such as wills, trusts, and probate.
• Insurance Planning: We advise clients on insurance coverage to protect their assets, income, and health.

Why Choose Finexis Advisory Pte Ltd?

• Independence: As an independent financial advisory firm, we are not tied to any financial institutions or products. This allows us to provide unbiased and tailored advice that is in the best interests of our clients.
• Experience: Our team of experienced and qualified financial advisors has over 17 years of experience in the financial industry. This experience allows us to provide sound advice and navigate complex financial markets.
• Holistic Approach: We take a holistic approach to financial planning, considering all aspects of our clients' financial lives to develop personalized solutions that meet their unique needs and objectives.
• Commitment to Excellence: We are committed to providing our clients with the highest level of service and exceeding their expectations. We strive to build long-term relationships based on trust and mutual respect.

Our Success

Our commitment to excellence has been recognized by the industry. We have received numerous awards and accolades, including:

• Singapore's Top Financial Advisor 2023 by The Asian Private Banker
• Best Financial Advisory Firm Singapore 2022 by Global Business Review Magazine
• Most Innovative Financial Advisory Firm Singapore 2021 by WealthBriefing Awards

Testimonials

"Finexis Advisory has been an invaluable partner in helping me achieve my financial goals. Their advice has been sound and tailored to my specific needs. I highly recommend their services." - John Tan, Client

"I have been working with Finexis Advisory for over 10 years. Their team has always been professional, responsive, and focused on my best interests. I trust them implicitly with my financial future." - Mary Lee, Client

Contact Us

If you are looking for a trusted and experienced financial advisor, we encourage you to contact Finexis Advisory Pte Ltd. We would be delighted to schedule a complimentary consultation to discuss your financial goals and how we can help you achieve them.

Finexis Advisory Pte Ltd

Email: [email protected]

Phone: +65 6221 8888

Website: www.finexis.com.sg

Address: 1 Raffles Place, #22-01, One Raffles Place, Singapore 048616