We are a team of client-focused 💪🏼🔥, digitally equipped financial consultants, representing finexis advisory Pte Ltd, working together to impact lives 🧭
Our areas of specialisation are:
1. Investments
High-conviction portfolios constructed using a variety of instruments (eg. Unit Trusts, ETFs, Bonds, etc.) for savvy clients with sophisticated needs.
2. Legacy & Estate Planning
We help our clients steward their wealth wisely, sowing into their families, and succeeding values with valuables.
3. HNW Solutions
Collaboration with private banks to create bespoked solutions for the Affluent and High Net Worth clients in Asia.
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