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.
What they're dealing with
Earning well, but the plan hasn't kept pace
2 moreShow less
Policies bought at different times that never connected
Planning that keeps getting pushed to later
What it's all for
Success at work that doesn't cost them time at home
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Access to the best care when their family needs it
The best education for their children, at every stage
What they want from me
One picture of how it all fits together
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An honest view, even when it's hard to hear
Decisions that still hold up in ten years
For doctors: the money decisions a medical career brings, and how I help →
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.
Read: The Millionaire With Four Years of Retirement Money →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.
Read: He Would Have Earned More If He Had Stayed →Protect
Protection Optimisation
Pay less, cover more, and free up money you didn't know you had. We compare what is available across providers against what you already hold. Whether that is possible depends on your existing policies, and any money freed up is yours to spend, save or invest.
Read: The Wrong Question to Ask at Your Next Renewal →What that looks like
A good plan gives you options when life changes.
The aim is simple: if something unexpected happens, you still have choices.
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.
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 consultants in Singapore
What clients say
In their own words.
Surgeon & Deputy Director
“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.”…”Read more
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
Anaesthesiologist
“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
Associate Professor, NTU
“My relationship with Chun Wei is one of openness and mutual respect. He has the courage to tell me the hard truths, even those that I may not like to hear. With him handling my finances, I am assured that the welfare of my family will be well taken care of.”
Walid Jumblatt Abdullah
Author and podcast host
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
The first meeting is just a conversation.
30 minutes
We get to know each other. I explain how I work and how it differs, and I ask about your situation.
You don't need to have everything organised
Bring whatever you already have. We can work from there.
Then we both decide
Whether it makes sense to go deeper, and whether I'm the right person to work with you over the long term.
What clarity looks like
If you can see your finances, you can see your life.
Some people save hard and keep postponing the life the money was meant for. Others live well now and never put a number to it. Both are a gamble, and neither is a plan.
Your whole financial life on one screen, kept current as things change.
Same family, same goals. What changed: they started investing a lump sum and a monthly amount from today, a bigger monthly amount than most people expect, then draw an income from those investments from around 60. What is left is a gap from about age 81. They can close it by investing a bit more or retiring a little later, or accept it and review it as life changes.
Illustrative, using sample figures. Assumes investment growth of 6% a year, which is not guaranteed. Outcomes vary.
What would yours look like?
The questions clients usually bring to me. Pick one to read how I think about it:
- Can we afford a bigger home, or to move nearer the kids' school?
- Can we pay for the kids' university, whether here or overseas?
- Can I afford to step back for a while, or go part-time?
- When can I stop working, if I want to?
- If something happens to me, will my family be okay?
- Can we take that dream holiday with the kids, and enjoy the time together without worrying about the money?
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 financial consultant at finexis. 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 have two children. On a school day I'm up before it's light. Many nights I lie down with them until they fall asleep, then get up again to pack their bags for the next day. In between there are messages from multiple school apps, a spelling list to practise over several evenings, and piano practice that sometimes needs some persuading. I keep an eye on how they are coping at school. And there are a hundred small things to check, like whether their shoes still fit. Each one is minor, but there are a lot of them, and few people see that part.
It is tiring, but none of it feels like a chore. These are the years we want to be there for. The days are long but the years are short, and this stretch does not come back.
So I would rather hand off what can be handed off. Your family's money is one of those things, and it is the part I can take care of for you, so more of you is left for the part nobody else can do.
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 build client relationships that last for years.
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.
From my writing
Blind spots I often see in senior professionals’ finances.
August 2026
Career Resilience: Why Your Career Is Part of Your Financial Plan
Your career is the engine behind almost everything else in your financial plan. Why career security is not the same as job security, and how to build options before you need them.
August 2026
The Millionaire With Four Years of Retirement Money
A five million dollar home, no debt, a lifetime of careful saving, and roughly four years of money to live on. Why net worth and retirement readiness are different questions, and why the gap between them is so easy to miss.
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.
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, and 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?+
That mostly depends on how quickly decisions get made. At the end of each meeting we agree when to meet next, so things keep moving. If you're able to decide quickly, it can be done in one to two weeks.
Will I work directly with you?+
Yes. I remain your point of contact for advice and for every recommendation. My support team handles the administrative and servicing work behind it, so the paperwork and follow-through are taken care of.
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 get to know each other, and work out together whether it makes sense to go further.
Or write your question out first, then send it however you prefer.