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Acuity Wealth Advisory

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Acuity Wealth Advisory

Authorised Grp of FCs representing finexis advisory P/L
https://www.finexis.com.sg/fc-disclaimer.html

Acuity Wealth Advisory is an authorised Group of Financial Consultants representing finexis advisory Pte Ltd (Reg No. 200408660G)

https://www.finexis.com.sg/fc-disclaimer.html

01/07/2025

🚀 **Exciting News!**

We’re levelling up!

finexis will be joining the Ascend Asia family, backed by global investment giants ! This means BIGGER opportunities - broader range of solutions, stronger support, and enhanced value.

But here’s what WON’T change:
✅ Same trusted finexis_advisory
✅ Same dedicated team
✅ Same commitment to you

The future just got brighter! ✨
To greater heights. Rising together as one.
Impacting lives beyond finance.

Stay tuned for exciting updates!

https://www.businesstimes.com.sg/companies-markets/kkr-starts-financial-advisory-platform-widen-choices-singapore-consumers

05/03/2025

The Pyramid of Financial Planning serves as a visual guide to illustrate the importance of laying a strong foundation - protecting what matters, growing wealth strategically and preparing for a secure retirement.

Use this as a guide to highlight any gaps in your finances and recap on the importance of holistic financial planning.

By understanding this framework, you can better navigate your financial decisions and recognize the role each stage plays in financial security and success. Speak to your Financial Consultant today!

17/09/2024

Happy Mid-Autumn Festival.

During this season of harvest, let’s gather with our loved ones to celebrate the joyous festivity. May the glow of the moon surround you and light your path to happiness, health and prosperity.

01/07/2024

Jeremy has done it again!

Qualifying for ifast X finexis Q2 top producers’ luncheon.

Once again, it is a great testament to his hard work and dedication to clients. We would like to congratulate him for achieving Top Producers Q2 2024.

We are glad to see you impacting lives beyond Finance. And that you are able to help clients in their financial and personal journey.

Continue to make financial freedom a reality for everyone and achieving greater heights!

As a team, we like to work with like-minded individuals; passionate and keen to make a difference. Glad to be working alongside a great team with a heart for clients. Keep up the good work!

26/06/2024

Congratulations!

A testament to your hard work and dedication to clients. We would like to congratulate our consultant Jeremy for achieving top 3 in May and Benjamin for his outstanding performance.

Continue to make financial freedom a reality for everyone! Achieving greater heights and impacting lives beyond Finance!

As a team, we are always looking for growth. Glad to be working alongside a passionate and driven team, with a heart for clients. Keep up the good work!

30/04/2024

We have created a guide aimed to help couples navigate their financial journey with teamwork and confidence.

This tool covers practical tips for financial planning from initiating an open conversation about finances to budgeting and preparing for emergencies, offering a starter guide for couples to achieve their financial and life goals together.

12/04/2024

You’ve met Matthew before! Our very own superstar!

He has done it again!

Qualifying for ifast X finexis Q1 top producers’ luncheon.

Once again, it is a great testament to his hard work and dedication to clients. We would like to congratulate him for achieving Top Producers Q1 2024.

We are glad to see you impacting lives beyond Finance. And that you are able to help clients in their financial and personal journey.

Continue to make financial freedom a reality for everyone and achieving greater heights!

As a team, we like to work with like-minded individuals; passionate and keen to make a difference. Glad to be working alongside a great team with a heart for clients. Keep up the good work!

02/01/2024

The Acuity Wealth Advisory family would like to thank our clients, family and friends for an another great year.

As we wrap up 2023, here's to hoping that 2024 will be an even better year. Globally, everyone have been facing varying persisting issues like inflation, supply chain issues and geopolitical tensions. May 2024 be a New year with New hope: hope for Peace, Joy and Prosperity.

Despite the macroeconomic headwinds, it is encouraging to note that demand for protection remains. Increasing in-force premiums for Group life and health, reflects steady growth, with a 13% growth in Q3 2023 from Q3 2024. It highlights the prioritization of protection needs in Singapore (LIA Singapore, 2023).

Financial planning is vital and ever so important in today’s social and economical climate.

2023 have come and gone so quickly. Our clientele have grown and it speaks volume. Also, our consultants continue to win many awards. All of it, a testament to the trust that clients have in us. It reassures us that our work is valued and we are clients’ preferred advisor. Thank You!

We hope to continue to journey with our clients and help them achieve their goals, Impacting lives beyond Finance!

We are always a call or message away if you wish to speak to us.

Here’s wishing everyone a Happy New Year!
To a great 2024 and to greater heights!

#2023 #2024

24/12/2023

Wishing everyone a Blessed & Merry Christmas!

Address

20 Collyer Quay, #01/02
Singapore
049319

Website

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