Orion Wealth Partners

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Orion Wealth Partners

We are a diverse team of client-first, investment-focused financial consultants impacting lives! https://www.finexis.com.sg/fc-disclaimer.html

Orion Wealth Partners is a group of authorized Financial Consultants representing finexis advisory Pte Ltd. All the information here is meant purely for informational purposes and should not be relied upon as financial advice. The statements or opinions provided in this page are purely of our own.

12/08/2025

Surprised at my doorstep! 😜 Hope I am a worthy partner in the coming years 🙌

01/08/2025

From National Growth to Personal Wealth🇸🇬

As we celebrate Singapore’s progress this August, here’s something I thought you’d enjoy — 3 timeless financial lessons from our nation’s success 🇸🇬 It’s a quick read but super insightful. Let me know which one resonates with you most — we can chat about how to apply it to your goals!

05/06/2025

Things are shifting. Teams consolidating. Structures changing. The landscape is moving.

If you’ve been feeling the urge to explore new opportunities, you’re not alone. Change doesn’t have to mean chaos, not if you move with clarity and purpose.

We built a platform for advisers who want to go grow their practice with:
✅ Investment-focused solutions
✅ Better client alignment
✅ Long-term business value.

If you’re curious about a better way to build your advisory practice 👉🏻 Link in bio.

04/03/2024

One life's milestone I dislike planning for clients the most is when his/her marriage fails 😔

This year alone, I was referred to three couples contemplating divorce to discuss trust planning. One already filed for paperwork, one had a one-year target, the third was going through counselling.

Two couples - husbands and wives both agreed to set up a trust to protect the children's welfare in the event one spouse remarries and does not provide for them. The third husband was trying to shield his assets from matrimonial division from his foreigner wife.

In all three cases, I encouraged them to reconsider the decision and seek professional counselling as the first option. While a well constructed trust provides some mitigation, it is never a foolproof nor a silver bullet to solve asset division issues.

But if divorce is unavoidable, then the kids welfare and protection (if they are minor) should take centre-stage in the planning process. The trust should contain the most thoughtful letter of wishes for the children, with protection, love and values transfer as foremost consideration.

08/02/2024

Welcome the Lunar New Year with more than just festive cheer—embrace it with financial prudence too.

Our "Spring Clean Your Wallet: Financial Tips for a Prosperous CNY" material is crafted to help you enjoy the festivities to the fullest while laying the groundwork for a financially prosperous year.

Kick off the Year of the Dragon on a strong note by applying these financial strategies.

23/01/2024

Unlock your true potential and take your career to new heights with personalized career coaching! 🚀 Our expert coaches will guide you towards clarity, confidence, and success in your professional journey. Don't settle for anything less than a fulfilling and rewarding career. Sign up our career coaching session today to secure your slot and let us help you achieve your goals! 📈✨

18/10/2023

Dear friends, Orion Wealth Partners is pleased to sponsor this community project with Amanasa's mental health clinic in Indonesia. It is an honour to invite one of Indonesia's psychologists, Ms C**a Tengker, to speak on this super important topic on Parenting and Inner Wound.
Please help to pass the message to any Bahasa speaking family-enthusiasts or parents to join 1000 registrants for this event.

14/09/2023

Simple concepts provide clarity when we approach complex matters. And we build on these concepts as we uncover client's concerns and needs.

Here is a concept you can share with your clients. Let's us know your experience too! Follow us for more useful concepts and insights!

26/08/2023

Contemplating a mid-career switch, or are you in-industry and exploring a change? It feels scary to do so. We get that.

If you are facing questions or challenges related to this area, feel free to reach out.

Sometimes, a fresh perspective over a friendly chat can make a big difference! Together, we can all make more informed decisions for a brighter future. 🚀

Address

20 Collyer Quay, #01/02
Singapore
049319

Website

https://orionwealth.sg/

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