Associate Director · finexis Advisory
Freedom today, future secure.
You shouldn't have to sacrifice today to secure tomorrow. And you shouldn't gamble tomorrow for today's comfort.
I work primarily with doctors and senior professionals in Singapore.
Most find me through a personal introduction. However you got here, I'm glad you did.
Who I work best with
I work best with people who make important decisions every day, and want the same clarity in their own finances.
Who they are
Senior professionals and doctors
Often with young children
Capable, and short on time
What they're dealing with
Earning well, but the plan hasn't kept pace
Policies bought at different times that never connected
Planning that keeps getting pushed to later
What it's all for
Access to the best care when their family needs it
The best education for their children, at every stage
The best environment for their children to grow up in
Success at work that doesn't cost them time at home
What they want from me
One picture of how it all fits together
Honest counsel, even when it's unwelcome
Decisions that still hold up in ten years
To know what the alternatives were before committing
How I help
You've done well. Your finances have simply become more complicated.
Plan
Financial Clarity
Move away from financial hoping, to financial planning. Bring your career, family goals, retirement and legacy into one view, so you know whether you're on track, what could get in the way, and what to do next.
Grow
Investment Strategy
Everyone counts the return. Almost no one counts the anxiety. We build plans for your short, medium and long-term goals that hold up even when the market doesn't behave as predicted: grounded in evidence.
Protect
Protection Optimisation
More coverage. Less cost. More cash flow. Where existing policies are suboptimal, we compare what is available across providers, close important gaps and free up unnecessary costs, so more of your money can go towards your family, your goals and the life you want to build.
What that looks like
A good plan gives you options when life changes.
The aim is that one unexpected event leaves your next five decisions still in your hands.
That means knowing which money is for later, which needs to stay within reach, and what you could do if your income stopped earlier than expected.
A senior executive was retrenched in a reorganisation that had nothing to do with her performance. The financial plan we had been building for years was designed for exactly this. She did not have to sell her home, move her children's school, or take the first job offered. She had time, and she chose her next role rather than accepting one.
An individual result. What is possible depends on your own circumstances.
15+
Years in financial services
800+
Clients I advise, and the families who rely on them
8 in 10
Clients came through a personal introduction
Top 1%
Of financial adviser representatives in Singapore
What clients say
Read in their own words.
“Chun Wei helped diagnose my needs and got them taken care of at great value. He even helped me save on my premiums. My brother introduced him to me, and I'm paying it forward by introducing him to good friends who went on to work with him.”
Mr Quek Siu Rui
CEO & Co-Founder, Carousell
Premiums lowered by 33%/yr · Death & disability coverage +100%
“Chun Wei is a sincere, client-first advisor who prioritises people over sales. He boosted my insurance coverage without raising premiums and gave me clear understanding of my investing and retirement. I've already recommended him to friends.”
Dr Seng Zhi Quan
Anaesthesiologist
“Chun Wei's research into various products and services in the market is always very detailed. More importantly, he consistently puts in the effort and time to explain which products best suit our needs. He is extremely professional and friendly. It has been a pleasure having him as our consultant. Chun Wei is very responsive and always ready to answer any questions we have. I have the utmost trust in his judgment and recommendations.”
Dr Joachim Yau
Surgeon & Deputy Director
How I work
Most people expect to be sold more. Often the answer is to own less.
Sometimes the right advice is that what you already have is working. Sometimes it is to simplify, restructure, or free up money that is currently doing very little.
The first conversation
A first conversation is just that. A conversation.
30 minutes
Mostly I ask questions and understand what's on your mind.
You don't need to have everything organised
Bring whatever you already have. We can work from there.
No obligation
You get a sense of how I think, I work out whether I can add value, and we decide whether it makes sense to continue.
You've worked hard to build a successful life.
Freedom now, or security later. Without a plan, it is easy to lean too far one way.
Some people defer everything. They save hard, spend carefully, and keep postponing the life the money was meant for.
Others live well now and trust that it works out, without ever putting a number to it.
Both are a bet. Neither is a plan.
What clarity looks like
If you can see your finances, you can see your life.
Your whole financial life on one screen, kept current as things change.
Illustrative, using sample figures. Outcomes vary and are not guaranteed.
What would yours look like?
The next home, or the move you've been putting off. Your children's education, wherever they end up going. The year work becomes optional. Knowing your family would be alright without you. The holidays you stop justifying to yourself.
Clarity is seeing how today's decisions connect to all of it, while there is still time to change them.
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.
I also have two children. The day starts before it gets light and ends an hour after I have lain down next to them, waiting for them to fall asleep, so I can go and pack their bags for tomorrow. In between, two school apps send through things that need doing, a spelling list gets learned across four evenings, piano practice turns into a negotiation, and underneath all of it runs the real question of whether they are coping, and whether their shoes still fit.
The hard part is the remembering, and nobody hands that list over. Your family's money sits on the same list, and it is the part I can take.
What you can expect
Mutual fit, both ways
Only some of the people I meet become clients, and that's fine. If I don't think I'm the right fit for you, I'll tell you early and honestly.
Honesty over comfort
You'll get my honest view, which sometimes means a perspective a little different from how you've been thinking.
Built for years
I work with clients for the long run. Plans get revisited as your career, family and goals change.
In my own words
Why I do this, and what a difficult client conversation taught me.
How I came to this work, and a client who was angry with me, what she said, and what happened after I picked up the phone.
2 min 15 sec
Track record
Fourteen consecutive years at MDRT level or above.
- 3× Top of the Table
- 6× Court of the Table
- MDRT Life Member
MDRT has also interviewed me on how I approach client retention, including a case where a client was unhappy with me and how we worked through it.
See the full record
2013
Million Dollar Round Table
2014
Million Dollar Round Table
2015
Million Dollar Round Table
2016
Million Dollar Round Table
2017
Million Dollar Round Table
2018
Court of the Table
2019
Court of the Table
2020
Court of the Table
2021
Court of the Table
2022
Court of the Table · MDRT Life Member
2023
Top of the Table
2024
Top of the Table
2025
Top of the Table
2026
Court of the Table
Million Dollar Round Table (MDRT), Court of the Table and Top of the Table honours, 2013 to 2026.
Recent writing
How I think about this.
September 2026
Nobody Trains a Doctor to Think About Money
Why doctors in Singapore defer financial planning from training onwards, why money is hard to raise with colleagues, and why the gap grows with seniority.
September 2026
Can You Afford to Step Back for Six Months?
An exam year, a parent who falls ill, a child who needs more of you. Why senior professionals cannot ease off when it matters, and why that is a planning problem.
Before we talk
A few things people usually ask.
I'm stretched between work and family. Is this worth the time?+
Being busy is the reason most people I meet haven't done this yet, rather than a reason to keep putting it off. The effort is front-loaded: a couple of conversations and some information gathering, then periodic reviews rather than ongoing work. And most of what I do is take the thinking off your plate. Planning takes time. The people you love make it worth it.
Do I have to move everything over to you?+
No. You may want to keep other policies, other investments, or a relationship with a private banker. That's completely fine. My role is to be the central person who helps you compare, assess and decide what fits your overall plan.
How do you decide what to recommend?+
Nothing gets recommended without being compared first. I look at what is available across the providers I can access, set against what you already hold. A lot of what I see was never compared against anything at all, because whoever arranged it had one range to offer. The point is to know what the alternatives were before you commit, and sometimes the honest answer is that what you have is already fine.
I already have an adviser. Is this different?+
Often the question isn't whether you've done anything, it's whether everything still fits together and still fits the life you've built. The first conversation is complimentary.
How long does the process usually take?+
Typically two to six weeks, depending on how much there is to review and how quickly the relevant information is available.
How quickly will you get back to me?+
I aim to respond within 24 hours. If I don't have the answer yet, I'll acknowledge your message and tell you I'm working on it.
Still have a question? Ask it here and it'll reach me directly.
Where to start
Start with a conversation.
We'll work out together whether I'm the right fit for you, and you're free to walk away if I'm not.
Or write your question out first, then send it however you prefer.