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 work
The values behind the plan
Mutual fit, both ways
Not everyone I meet needs to become a client — 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 should expect honest opinions, not just agreeable ones. Sometimes that means a perspective that's a little different from how you've been thinking.
Built for years, not a transaction
I work with clients for the long run. Plans get revisited as your career, family and goals change — not set once and forgotten.
How I help
Three ways we bring it together
Insurance Optimisation
More coverage. Less cost. More cashflow. Where existing policies are suboptimal, we compare alternatives, close important gaps and free up what you're overpaying.
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, not guesses.
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.
Who I work best with
This tends to work best for a particular kind of client.
Most of the people I work with are doctors and senior professionals juggling demanding careers with young families — where the plan has quietly fallen behind the life. Two things tend to matter most: being open to a perspective that's sometimes different from your own, and thinking about your finances over years, not quarters.
If that doesn't sound like you, that's completely fine — no pressure either way.
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.”
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
Premiums lowered by $5,117 · $13,522 in spare cash freed up
Philip Ong
CEO, SP Manufacturing
15+ years in financial services
800+ clients advised
$1B+ assets under advice at finexis
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.