Client stories

In their own words.

Most of my clients come to me through someone they know. These are some of them, describing what working together has been like.

“I have the utmost trust in his judgment and recommendations.”

“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 YauSurgeon & Deputy Director

“He boosted my insurance coverage without raising premiums”

“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 QuanAnaesthesiologist

Senior professionals

“He has the courage to tell me the hard truths”

“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 AbdullahAssociate Professor, NTU · Author and podcast host

“I can rest easy knowing it is in good and trusted hands.”

“I have worked with Chun Wei for over 14 years, from insurance to my investments and wider financial planning. His approach is balanced, objective and well considered, and he follows up whenever my situation changes. With little time to think about my own financial planning, I can rest easy knowing it is in good and trusted hands.”
Mr Jonathan LeePartner at a law firm

“Chun Wei has been great at making it simple and digestible”

“Financial planning doesn't come naturally to me, and Chun Wei has been great at making it simple and digestible. I especially appreciate that he takes the time to understand my family situation and financial needs, and tailors his advice accordingly rather than taking a broad-brush approach. He checks in periodically, keeps me informed, and has built the level of trust where I feel comfortable having him manage my finances.”
Ms Eunice ChanBusy professional, wife and mother of two young girls

“He earned my trust quickly”

“When someone in my team first introduced me to Chun Wei, I asked him plainly what he could offer someone more senior than himself. He earned my trust quickly while I observed he listens. As a mother of three, I tend to put my family first and myself last, and he made sure our plan takes care of my family and concerns. Today I talk to him about much more than money, including my children, and I always look forward to the talks he organises, from CPF to women’s health.”
Ms Lily TanSenior IT Manager

“To my surprise, even my colleagues noticed this remarkable change in me”

Client story · 1 min 19 sec. Filmed in 2018. MTFA, “More Than Financial Advisory”, was our movement at finexis for helping clients beyond their finances, including their career capacities.

“But with Chun Wei's constant encouragement and helping me see things from different perspectives, I am happy I didn't give up. His process gave me directions for my career and my life. To my surprise, even my colleagues noticed this remarkable change in me and commented I was more enthusiastic and proactive at work!”
Ms Yap Xiao TingEducator

Business owners and leaders

“He has our best interests at heart, and we trust him completely.”

“I have worked with Chun Wei for over 15 years, from before I was engaged to now, married with two kids. He first showed me how much my family would need if anything happened to me, and helped me restructure my cover so they are well protected. Since then, my wife and I have built our investments and wealth with him. He has our best interests at heart, and we trust him completely.”
Mr Tristan TanFounder, The Paper Glade; former Asia General Manager at a major cloud software company

“I could have chosen to work with almost anyone. I chose Chun Wei.”

“Working in the financial advisory industry, I could have chosen to work with almost anyone. I chose Chun Wei. Over the past year, he has taken the time to understand our concerns deeply, and helped my wife and me get clear on our goals, with insurance and investments to match. We feel much more secure about our family's future, and I have introduced several friends to him since.”
Mr Lakshay KumarHead of Financial Management, Ascend Asia Group

“…his ability to give clear, concise and accurate advice”

Client story · 25 sec. Recorded over Zoom in 2020.

“One thing I like about him is his ability to give clear, concise and accurate advice, and this is not something that you can say of all financial advisers. Thank you, Chun Wei, for always being so sincere and for looking out for my interests.”
Mr Victor HaSenior Director, HL Yong Company Pte Ltd

Start with a conversation.

We'll get to know each other, and work out together whether it makes sense to go further.