Together Everyone Achieves More
team ensemble
Alone we can do so little,
Together, we can do so much
team ensemble
Alone we can do so little,
Together, we can do so much
Loading Your Future
Meet
The Team
about us
Finexis advisory is a homegrown financial advisory firm in Singapore, founded in 2005. As an independent company, it provides unbiased financial advice tailored to each client’s goals.
Finexis believes in making a difference beyond just finances—by helping clients plan for a better and more meaningful life.
Achievements FINEXIS
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SBR National Business Awards 2025 – Winner in the Wealth Management category for its digital transformation, including tools like eKYC, finConnect app, and Merlin advisor platform.
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International Finance Awards – Named Most Innovative Homegrown Financial Advisory Firm in both 2023 and 2024.
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MDRT 2024 – Ranked 5th in Singapore and 83rd globally among top-performing advisory firms.
Financial planning isn’t just insurance. It goes hand in hand with every single goal you have in your life. Being a Muslim makes things a little more complex. Shariah Compliance? Takaful Funds? Zakat and Wakaf?
So here I am, with a goal. To help you reach yours, di dunya dan akhirah, insyaAllah.
Financial Services Consultant
Approachable & Relatable, Desmond has always given his clients a holistic financial plan.
Through his personal life experiences, Desmond has witnessed the importance of a model financial plan.
This lead to him joining the industry fresh after his National Service.
Desmond enjoys outdoor trekking, bowling and swimming and he has interests in future technologies & risk management tools.
Risk & Taxation Specialist
Sally's service-oriented approach to financial planning has earned many praises from clients.
Clients agree that Sally’s strength is her keen eye for detail – adopting a holistic approach in facilitating her clients to achieve financial freedom.
Sally enjoys traveling and aspires to train people and understand themselves better.
Key Skills: Negotiation, Efficient in Processes, Friendly
Wealth Facilitator
Robert Kiyosaki highlights that “Financial Freedom is a Mental, Emotional and Educational Process”.
Jaz’s experience in the education industry for almost 15 years has given her an advantage and the privilege to comprehend her clients needs and provide services on financial planning in an easy yet comprehensive manner.
With the combination of her financial knowledge and educator skills set, we believe that she would be able to lead her clients to financial freedom.
Jaz enjoys learning new things, meeting new people and aspires to be a public educator.
Key Skills: Presentations, Building Personal and Emotional Relationships
Financial Services Educator
During the 8 years in this industry, Johnny has successfully guided many of his clients to reach their financial goals through his thorough and detailed planning.
He would go out of way as an advisor to ensure clients get what they were promised.
Johnny is also a well-esteemed manager who patiently strategise and guide both new and experienced advisers under his tutelage.
Johnny enjoys reading, traveling and meeting new people.
He aspires to be a people developer and an exemplary leader.
Key Skills: Analytical, Detailed, Knowledgeable
Financial Services Manager
