Associate Director · finexis Advisory
I help doctors and senior professionals achievefreedom today, future secure.
Most clients find me through a personal introduction. However you got here, I'm glad you did — read on, and reach out if it feels right.
You're doing well
So why doesn't it feel in order?
You've built a good life for your family. But is your plan keeping up with it?
You've bought policies and investments over the years. But do they actually work together?
You know this matters. But who has the time and headspace to deal with it?
You may already have an adviser, policies, investments and savings. The question is not whether you've done anything — it's whether everything still fits together, and still fits the life you've built.
What I do
I stress test how your insurance, investments and retirement work together.
The aim isn't to accumulate more financial products. It's one coherent plan, greater clarity over what should change, and confidence in the decisions you make.
Freedom today, and a future you don't have to worry about.
How I help
Three ways we bring it together
Insurance Optimisation
Check whether your protection still matches your responsibilities today. Where existing policies are suboptimal, we compare alternatives, close important gaps and reduce unnecessary costs.
Investment Strategy
Build a disciplined strategy for your short, medium and long-term goals, at a level of risk you understand and can live with — grounded in evidence, not market predictions.
Financial Clarity
Bring your career, family goals, retirement and legacy into one view. Understand whether you're on track, what could get in the way, and what to do next.
“A sincere, client-first advisor who prioritises people over sales. He helped me boost my coverage without raising premiums.”
Dr Seng Zhi Quan · Anaesthesiologist
15+ years in financial services
800+ clients advised
MDRT Life Member
Top of the Table, 2022–2024
Among the top 1% of financial advisors in Singapore
About Chun Wei
I began on the other side of the table.
While working in Big Four audit, I was referred to a finexis adviser. The clarity and confidence I felt as a client is what I've built my career around giving others. Today I advise more than 800 clients — and as a working parent myself, I understand that getting this right matters for more than just the numbers; it's part of how you take care of the people who come after you.