EXO Advisory Group

EXO Advisory Group We are a group of authorized Financial Consultants representing finexis. https://www.finexis.com.sg/fc-disclaimer.html

Through our More Than Financial Advisory approach, we endeavor to be a trusted partner to you, your family and your friends.

27/08/2026

Consolidate what we’ve built. Elevate how we serve.

As we look back on the first half of 2026, we celebrate our progress, reflect on how we can do better, and realign ourselves for the journey ahead.

Because what we build together, we elevate together. Here’s to becoming better human advisers and creating better outcomes for the people we serve.

12/08/2026

Growth does not always mean doing more. Sometimes, it begins with getting clear on who you want to serve.

By defining her preferred clientele, she gained greater clarity in her conversations, connected more meaningfully with prospects, and found even more fulfilment in her work.

At EXO, we help our consultants build with intention, sharpen their strengths, and create a practice that is both purposeful and sustainable.

Because when there is clarity in who you serve, everything else follows. ✨

After many years leading finexis, Warren lim will be stepping down as CEO, with Catherine Wong taking over the role.Warr...
29/07/2026

After many years leading finexis, Warren lim will be stepping down as CEO, with Catherine Wong taking over the role.

Warren has been a big part of both my journey and EXO Advisory’s journey.

As a team, we have grown through many different seasons of the firm. Along the way, Warren has led through the pressure, complexity and responsibility that come with building and running an organisation like finexis. We are grateful for the years he has given to the firm, and for the support, guidance and opportunities that have helped shape who we are today.

What we respect most is how he has chosen to step down.

He is doing so while his health is good, the firm is in a strong position, and he still has much to contribute. It takes clarity to recognise that there are other important things in life, especially family, and courage to act before circumstances make the decision for you.

Even in stepping down, Warren continues to show us another side of leadership. Leadership is not only about stepping up. Sometimes, it is also about knowing when to pass the baton while you are still on a high.

We are glad that Warren will continue contributing through training. Many senior FCs and leaders have benefited from his experience and teaching over the years, including many of us at EXO. We suspect quite a few people will be happy to get even more of Warren in this next chapter.

On behalf of everyone at EXO Advisory, thank you, Warren, for your leadership, contribution and the role you have played in our journey.

We are genuinely happy for you and wish you and your family the very best for what comes next.

Edmund Xu
On behalf of EXO Advisory Group

09/07/2026

At 10,000 sq ft, this is Singapore’s largest standalone wealth centre — right in the heart of the CBD.

Built with purpose, the space features dedicated meeting rooms, a private lounge, and event spaces designed for meaningful conversations and elevated client experiences.

Beyond just a space, it represents KKR, Ascend Asia, and our commitment to bringing the highest quality advice and value to clients.

16/06/2026

Deyna’s journey at EXO is a reflection of the culture we strive to build , one where growth is never a solo journey.
Through timely support, shared learning, genuine encouragement, and a team that celebrates every win together, we grow better together.

29/05/2026

“Whenever I faced a case, I knew I could reach out to the team.”

For Jasmin, the EXO experience was not just about individual growth, it was about learning from the collective experience of advisers who were willing to guide, support, and share.

That is what community looks like in practice.

A place where advisers do not have to figure everything out alone.

March was a record-breaking month for us, marking a strong run for our first quarter!
22/04/2026

March was a record-breaking month for us, marking a strong run for our first quarter!

20/04/2026

B’saha from Morocco 🇲🇦✨

From quad biking through the dunes, to hot air balloons in the sky, and a party in the desert — this trip was truly one for the books.

Thank you FWD for organising such an unforgettable incentive trip, filled with beautiful experiences, great company, and memories we’ll always look back on.

Nearly seven years in nursing shaped Yen Ling’s heart for people, but it was a deeply personal life experience that gave...
08/04/2026

Nearly seven years in nursing shaped Yen Ling’s heart for people, but it was a deeply personal life experience that gave her an even clearer sense of purpose.

That journey reshaped the way she saw care, support, and relationships, and eventually led her to EXO.

Today, she brings more than experience to the team. She brings empathy, openness, quiet strength, and a natural ability to understand people in a way that helps them feel genuinely seen and supported.

We’re glad to have Yen Ling on this journey with us

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20 Collyer Quay, #01-02
Singapore
049319

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