Making a Difference
to your
Financial Future
to your
Financial Future
My Story
I am Chin Yi
With a keen interest in investments and creating financial independence, I joined the financial services industry to make a positive impact on people’s lives. With my engineering background together with my financial knowledge, many clients have changed their perspective towards managing their finances after meeting me. They are able to maximise their financial resources to achieve a peace of mind knowing that their goals and dreams are well taken care of.
My Services
Save
The first step to good money management is to adopt the right savings habits. Many would prefer spending money on a branded watch rather than saving for rainy days or for their financial goal. Find out from me how you can take the small step towards saving for your financial goals.
Protect
Some people buy their insurance policies on an ad-hoc basis, with less emphasis on making sure that their existing policies stay relevant to their current lifestyle and situation. Speak to me for a complete financial audit to remove inefficiencies in your portfolio.
Grow
The power of compounding is real and the earlier you start, the better it is. Thinking that the bank is a safe haven to keep your savings in? Think twice. Inflation makes your money lose its value. Find out from me how you can grow your investments while managing the risk through diversification.
Plan
Plan out your Financial Future today! Set the right financial goals and most importantly, set the right financial budget to make right financial decisions for your life.
My Achievements
Million Dollar Round Table (MDRT)
2018 and 2020
Chartered Financial Planner (CFP®)
2016
Associate Estate Planning Practitioner (AEPP®)
2014
Videos
YOURS FREE:
Simple financial concepts that everyone can adopt to improve their
financial situation immediately!
PS: This book serves to provide the tips and strategies on
financial planning, but most importantly you need to apply and
practice these strategies. Happy reading!
Financial Planning Ebook
Clients' Testimonials
Tools
Education Calculator
See how much children education can cost locally and abroad
Insurance Calculator
See how far your insurance is covering you right now
Retirement Calculator
See how much you need for your retirement
Contact
Tel: 88774931 / Email: tan.chinyi@finexis.com.sg
The information provided on this website is general in nature and does
not constitute financial advice. The website can change without prior
notice and does not guarantee the accuracy of information, including
information provided by third parties, at any particular time.
Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.
The owner of this website does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. The owner of this website do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Unless otherwise specified, the information provided on this website is copyrighted. You may not alter or modify this information in any way, including the removal of this copyright notice.
Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.
The owner of this website does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. The owner of this website do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Unless otherwise specified, the information provided on this website is copyrighted. You may not alter or modify this information in any way, including the removal of this copyright notice.