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finexis advisory Pte Ltd

20 Collyer Quay, unit 01 02, Singapore 049319, Singapore

(287)
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About

My passion for estate planning goes beyond just legal knowledge. As a former entrepreneur, I've walked in my clients' shoes, faced similar challenges, and understand the emotional complexities involved. This unique perspective fuels my dedication to crafting personalized estate plans that reflect their needs and aspirations.

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18 hires on Bark
2 hour response time

Reviews (287)

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4.5/5

287 customer reviews

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31 January 2025

Reviewed on Google Maps

29 January 2025

Reviewed on Google Maps

25 January 2025

Good place

Reviewed on Google Maps

11 January 2025

年末年始に宿泊しました。いつもはオーチャードのマリオットタンプラザで初めて宿泊しましたがサービスも良く快適でした。思ったよりファミリーが多く驚きました。朝食はラウンジにたくさんの子どもがいてやや騒がしかったです。ホテルの立地や環境は良くラッフルズホテルを通り、Bugisやマーライオン公園まで散歩もできるので楽しかったです。2024年をリフレッシュできました!2025年も良い年にしたいです。

Reviewed on Google Maps

25 December 2024

Reviewed on Google Maps

25 December 2024

Reviewed on Google Maps

18 December 2024

Nice place

Reviewed on Google Maps

18 December 2024

Reviewed on Google Maps

25 November 2024

De South Beach Tower is een mooi wandelpromenade. Er bevindt zich naast diverse winkels en restaurants ook het Marriott South Beach hotel.

Reviewed on Google Maps

24 November 2024

Reviewed on Google Maps

24 November 2024

Reviewed on Google Maps

24 November 2024

Went for sustainable Christmas fare.. Kids had fun making their own ang ku kueh... proceeds go to red Cross... Nice space and very windy despite being under a building..

Reviewed on Google Maps

24 November 2024

Reviewed on Google Maps

10 November 2024

Reviewed on Google Maps

1 November 2024

Reviewed on Google Maps

1 November 2024

Reviewed on Google Maps

1 November 2024

Reviewed on Google Maps

1 November 2024

Reviewed on Google Maps

1 October 2024

Good luck 🤞

Reviewed on Google Maps

30 September 2024

Reviewed on Google Maps

28 September 2024

Reviewed on Google Maps

26 September 2024

Building outside and inside looks nice and glam, but the toilet is horrible near (A). Don’t know is pee or water but it is all over the floor, toilet paper run out also. Probably the most disturbing toilet experience. Dont think i wanna dine here anymore. More...

Reviewed on Google Maps

26 September 2024

Good building

Reviewed on Google Maps

24 September 2024

Reviewed on Google Maps

4 September 2024

Great locating in the city center

Reviewed on Google Maps

4 September 2024

South Beach is a commercial and residential complex located on Beach Road in the downtown district of Singapore. ✳️ It comprises of a hotel tower managed by JW Marriott Hotels, an office tower, shops and residences. The project also includes the restoration of 4 conservation buildings – the former Non-Commissioned Officers' Club building ( ie former NCO Club) and part of the former Beach Road Camp. It is accessible from Esplanade MRT station and also City Hall MRT Station which is very close by. ➡️ Here are the past photos I had taken before. More...

Reviewed on Google Maps

25 August 2024

Nice place

Reviewed on Google Maps

25 August 2024

Beautiful hotel, beautiful scenery, want to be good.

Reviewed on Google Maps

18 August 2024

Reviewed on Google Maps

11 August 2024

Great office building 🏢

Reviewed on Google Maps

4 August 2024

Reviewed on Google Maps

1 August 2024

Went there to dine at a popular French restaurant. Had pizza and pork chop.

Reviewed on Google Maps

1 August 2024

Reviewed on Google Maps

1 August 2024

Reviewed on Google Maps

1 August 2024

Reviewed on Google Maps

1 August 2024

Reviewed on Google Maps

1 August 2024

The old NCO club, those days in NS used to go buy anchor beer in the '70s

Reviewed on Google Maps

1 August 2024

Reviewed on Google Maps

1 August 2024

Reviewed on Google Maps

1 July 2024

Reviewed on Google Maps

1 July 2024

Reviewed on Google Maps

1 July 2024

好靚的陶瓷藝術~ 經過south beach 有藝術展~ South Beach 建築設計有些像福岡博多站的波浪頂頂🤭

Reviewed on Google Maps

1 July 2024

Reviewed on Google Maps

1 July 2024

Konut alanı. Jw marriott içinde mevcut. Metro dibinde.

Reviewed on Google Maps

1 July 2024

Very beautiful area next to JW Marriott

Reviewed on Google Maps

1 June 2024

Excellent modern but quite place

Reviewed on Google Maps

1 June 2024

Reviewed on Google Maps

1 June 2024

Reviewed on Google Maps

1 June 2024

Reviewed on Google Maps

1 June 2024

Reviewed on Google Maps

Q&As

Unveiling the Legacy Puzzle: Every estate plan is a unique puzzle, piecing together someone's hopes, dreams, and love for their loved ones. I get to be the detective, uncovering their unspoken wishes and crafting a plan honouring their legacy. It's a beautiful blend of logic and empathy, ensuring their final wishes are written down and truly understood and respected.

Planting Seeds of Peace: The fear of the unknown can be crippling, especially around death and finances. But I get to be the gardener, planting seeds of peace and security for families. Knowing I've alleviated their anxieties and protected their future is a reward that transcends financial gain.

Witnessing Resilience in the Face of Fragility: Life throws curveballs, and I see the strength of families firsthand as they navigate loss and uncertainty. My role is to be their anchor, their guide through the legal and financial complexities of death. It's humbling to be a part of their journey, a testament to the human spirit's resilience even in the face of fragility.

The Power of Clarity and Connection: Estate planning can be messy and emotional. But I get to be the translator, clarifying complex legalities and fostering open communication within families. Seeing them emerge from that fog of uncertainty, connected and empowered, reminds them of the profound impact this work can have on their lives.

These are just a few reasons I find estate planning not just a job but a calling. It's about more than just numbers and documents; it's about human connection, legacy, and the power of providing peace of mind in the face of life's inevitable uncertainties.

I'm passionate about helping families secure their future and leave a lasting impact on the generations that follow. Estate planning isn't just about paperwork. It's about peace of mind. My passion is guiding families through complex decisions with clarity and compassion.

Personalized Approach and Cost Competitiveness

Personalized Consultations at a Competitive Price: I provide personalized, in-depth consultations, dedicating the necessary time to understanding your unique needs and objectives. My competitive flat-fee pricing can often save you 40-100% compared to traditional law firms charging hourly rates. You'll receive the personal attention you deserve without exceeding your budget. Initial consultations are free!

Integrated Financial and Estate Planning: I blend estate planning with financial planning, ensuring your estate plan aligns with your long-term retirement goals, maximizing your wealth, and securing financial stability for the future. Your estate plan becomes part of your comprehensive wealth management strategy.

Maximizing Your Estate Value

Strategic Financial Tool Expertise: I'm not just a legal expert, but also proficient in financial tools like trusts, life insurance, and asset protection strategies. I help you strategically leverage these tools to increase the value of your estate, protect your assets from potential lawsuits, and create a lasting legacy for your loved ones.

Comprehensive, Custom-Crafted Wills: I don't rely on generic templates. I develop a comprehensive document addressing all your needs, including asset distribution, guardianship, and tax strategies, guaranteeing your wishes are clearly understood and followed.

Additional Benefits

Flexible and Convenient: I offer flexible scheduling, including evenings and weekends. I can even come to you. Estate planning is made convenient, fitting into your schedule.

Accessible and Personalized Support: I understand that estate planning can be daunting, so I'm always accessible for your questions and to guide you through the process with compassion and clarity.

Choose Me and You'll Get:

Personalized guidance tailored to your specific goals.

Expertise in financial and estate planning for a comprehensive strategy.

Strategic tools to maximize your estate and minimize taxes.

A unique, comprehensive will be created for your unique circumstances.

Flexibility, convenience, and peace of mind through the whole process.

Let's craft a plan for your legacy. Contact me today for a free consultation.

Schedule Your Free Virtual Consultation

Navigating estate planning is crucial for ensuring your wishes are honored and your loved ones are protected. Here is an overview of our consultation process:

1. Initial Information Gathering:
We will begin by discussing your assets, family dynamics, and specific wishes regarding your estate.
During this session, I will guide you in gathering the necessary documents, such as identification and property deeds.

2. Face-to-Face Consultation:
This in-depth discussion will last between 30 to 120 minutes and will focus on your needs, goals, and any concerns you may have.
Together, we’ll explore available options and strategies tailored to your situation and answer any questions you may have.

3. Review of Draft:
Based on the information you provide, I will draft a personalized will that reflects your goals and wishes.
We will review this draft carefully, allowing you to ask questions and request changes, ensuring you fully understand its implications.

4. Finalization and Signing:
I will guide you through the signing process, ensuring it is witnessed appropriately.
Additionally, I will provide a brief explanation of the will to your appointed executor, trustee, or guardian, clarifying their roles and responsibilities.
Translation services can be provided if needed.

5. Revision of Will:
Enjoy a free revision of your will within the first year.
Subsequent revisions will be offered at a 50% discount, ensuring ongoing support and guidance as your needs develop.

Benefits:
No Hefty Probate Fees: Create a comprehensive list of assets to minimize probate fees for your beneficiaries.
Personalized Approach: Your will will be crafted to reflect your unique circumstances and wishes.
Flexible Consultations: Choose between convenient virtual or face-to-face meetings.
Understanding and Clarity: Gain a clear understanding of your will and its implications.
Peace of Mind: Rest easy knowing you’ve secured your legacy and protected your loved ones.
Schedule your free consultation today and take the first step toward securing your legacy!

To ensure the health and safety of everyone involved, face-to-face consultations will be postponed if any party is experiencing any symptoms of illness.

Services

As an experienced estate planner, I provide comprehensive services to help clients secure their legacies and protect their loved ones through effective planning. My primary services include:

1. Will Writing
I assist clients in creating legally binding wills that clearly outline their wishes for the distribution of assets after their passing. A well-crafted will can help to eliminate confusion among heirs and ensure that your property is distributed according to your desires. I guide clients through the process of identifying beneficiaries, appointing executors, and addressing specific bequests.

2. Trust Advisory
I offer expert advice on various types of trusts, including revocable and irrevocable trusts, to meet specific estate planning needs. Trusts can provide significant benefits, such as avoiding probate, reducing estate taxes, and protecting assets from creditors. I work closely with clients to design and implement trusts that align with their financial goals and family dynamics.

3. Lasting Power of Attorney
I help clients establish durable lasting power of attorney documents, which designate a trusted individual to make legal and financial decisions on their behalf in the event they become incapacitated. This essential service ensures that your affairs are in capable hands if you are unable to manage them yourself. I guide clients through choosing the right agent and outlining the scope of their authority.

My approach to estate planning is personalised and client-focused. I strive to understand my client unique circumstances and provide tailored advice that addresses their specific needs. By offering these essential services, I aim to provide peace of mind, knowing that their wishes will be honoured and their loved ones will be taken care of.