EXO Advisory Group

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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.

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.

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

02/04/2026

Mike’s journey reflects the kind of growth that is built through courage, challenge, and conviction. From the Air Force to coaching and financial services, every season has shaped the perspective and ownership he carries today.

We’re excited to have him on this journey with us as part of EXO’s core team.

27/03/2026

Before joining EXO, Jia Zhi was helping clients make practical financial decisions and supporting them with clear, thoughtful strategies for the long term.

What stood out to us wasn’t just her experience, but the way she connects with people — with empathy, awareness, and a genuine ability to understand different perspectives. Coupled with her growth mindset and willingness to keep learning, she brings both heart and strength to the team.

Outside of work, she values the simple things that keep her grounded, spending quality time with friends and family and recharging through meaningful moments.

Here’s to new beginnings and a meaningful journey ahead.

25/03/2026

15 years of EXO was never built alone.

Behind the growth, the milestones, and the progress are leaders, colleagues, and partners who have stood closely with us through the journey.

This Partners Appreciation Luncheon, together with our EXO trading cards, was a small way of saying thank you to the people who matter deeply to our story. Special thanks to Tomas Urbanec, CEO of Ascend Asia, Sean Yang, Chief Commercial Officer of Ascend Asia, Warren Lim, CEO of Finexis, Irene Ho, Deputy CEO of Finexis, our colleagues from Finexis, and our partners from HSBC, FWD, Singlife, Manulife, and iFAST.

We are grateful for a 2025 where EXO grew 67% to $22.5M APE. But more than the numbers, what matters to us is raising the bar for financial advisory, building better FCs, and delivering a better client experience.

Thank you for helping make the past 15 years such a memorable chapter for EXO. Looking forward to more friendship, more collaboration, and more meaningful work ahead.

26/02/2026

Consolidate, Elevate.

Every start of the year, we come together for our Annual Business Planning, a day of honest reflection, practical learning, and meaningful celebration.

This year, we reviewed 2025 in full: the initiatives we launched, the results we achieved, and the areas we fell short. Not every idea scales immediately, what matters is having the maturity to assess both wins and gaps with equal honesty.

We also did an important check-in: are we truly operating as independent financial advisors?
Being client-first means we don’t default to convenience. Our product mix and advisory approach must reflect real independence , and we’re encouraged by what we saw.

Because sustainable performance doesn’t come from hype. It comes from systems, habits, and disciplined ex*****on.

For 2026, our focus is clear:
✅ Consolidate the tools, resources, coaching and systems we’ve built
✅ Elevate our thinking, professionalism, and the value we bring to clients

Growth matters.
But structure determines whether that growth lasts. And that’s what 2026 will be about.

06/02/2026

Are you using AI to improve your advisory practice? 🚀

Today’s Level Up training with Raymond Xu Jing Jie was all about unlocking the real potential of AI—spotting pain points in the FA business and turning them into smarter workflows.

04/02/2026

Celebrating finexis Growth Pool Recognition -

Growth Pool is a recognition of our advisors 2024 efforts — not only for production, but also for the quality of financial advice they deliver to our clients.

We’re especially happy that so many of our teammates were recognised this year. This isn’t an award based on numbers alone, but on the good work done along the way.

A big thank you to finexis and Ascend Asia for the recognition.

Edmund Xu

02/02/2026

Watching EXOians break through new milestones reminds us why we grow best together — pushing, supporting, and celebrating every step forward.

13/01/2026

Ending the year strong is one thing. Ending it together with a record-breaking month at 3.6Million? That’s just the beginning of what EXOians can achieve!

Address

20 Collyer Quay, #01-02
Singapore
049319

Website

http://www.exoadvisorygroup.com/

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