EXO Advisory Group

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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.

29/10/2026

“Why do you want to be a leader?”

That question from Edmund Xu made Mike pause and rethink his next move.

Beyond the title and income, he wanted room to grow, help others succeed, and build a better life for his family.

Mike shares why he chose EXO, and how one conversation brought him back to what mattered most.

Do good. Do well. Grow together.

07/10/2026

What do our EXOians look like based on how many years they’ve been in the team? 👀

Meet the EXOians and see for yourself!

01/10/2026

Planning for retirement goes beyond building wealth — it’s also about preparing for the healthcare needs that may come with it.

At our Health & Retirement Seminar, we brought together insights across health and financial planning to help participants better understand what it takes to prepare for the years ahead.

Mike Li, Head of Xcademy Training, shared his perspective on sustaining healthcare costs during retirement, while an Orthopaedic Surgeon provided valuable insights into staying healthy as we age.

Because a well-prepared retirement isn’t just about living longer — it’s about having the health, resources and confidence to live those years well.

21/09/2026

Great financial advice goes beyond selecting products. It requires a deep understanding of each client’s situation, sound judgement and a thoughtful approach to diversification.

At the iFAST Adviser Xchange 2026, our producers, Ling Chun Wei and Bernard Ong, shared their perspectives on building Assets Under Advice and discretionary portfolio management.

We are proud to see our EXOians contributing their experience and insights to the industry.

03/09/2026

Growth feels different when you’re surrounded by people who inspire you to aim higher.

Before joining EXO, Hafizza was navigating the business largely on her own. Since becoming part of the team, she has gained a clearer system, stronger accountability and a renewed drive, elevating not only her results, but also the quality of service she provides to her clients.

Because the right environment doesn’t just support your growth, it accelerates it.

At EXO, we’re not just working in the business. We’re building the business, together.

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. ✨

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 C*D.

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.

Address

20 Collyer Quay, #01-02
Singapore
049319

Website

http://www.exoadvisorygroup.com/

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