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Financial planning to help you enjoy life beyond finance

Protecting your Wealth

Manage your heritable assets

Having accumulated family wealth, you want to predict and control its long-term prospect. However, wealth creators like you may find it difficult to answer questions like the following:

- Should I set up a custody account? How about a joint account?
- How to ensure that my spouse will enjoy the pre-determined benefits upon my death?
- How to plan for family members with special needs?

Your answers to such questions determine whether your wealth can be preserved and transferred to future generations. Conduct in-depth discussions with finexis consultants for us to provide you with constructive advice, so that you can steer family wealth in the right direction with confidence.

Tax planning

Tax regulations can be bewildering that you may have no clue where to start your tax planning. One would need the assistance of a reliable financial consultant to achieve the goal of protecting and transferring wealth in the most tax efficient way.

Build your wealth architecture

As your family business grows, your personal and family asset structures become more intricate, and your financial planning needs expand to territories such as cross border asset allocation, corporate management, wealth transfer and children’s nationalities, and life style planning. Only by working together with a credible financial institution over the long term, can you build sophisticated wealth architecture with trust and other financial vehicles, to achieve your goal of protecting wealth, and to lay a solid foundation for business succession and wealth transfer in the future.

Protect your business

We provide business owners with a systemised business advisory service, which incorporates solutions such as business risk management, keyman protection, key employee retention, and revenue growth, to help you overcome challenges in running businesses. At the same time, our consultants evaluate the personal financial needs and risk tolerance levels of individual business owners, so we can advise and provide ways to help maintain or grow your business in the long run.

Stay protected for any rainy day

Health is fundamental to your happiness, no matter how wealthy you are, as unexpected disability or critical illnesses may jeopardize your personal wealth as well as your family income. No one expects such misfortune, but it must be taken into consideration in wealth building planning. Provide protection against a rainy day, so you can safeguard your hard-earned money and ensure your family’s wellbeing.

Discuss with your financial consultant to find a proper wealth protection solution, which will free you from worrying about the unexpected misfortune, and allow you to live your life under protection. 

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Building your Wealth

Providing for higher learning

In this modern society, it is increasingly crucial to attain higher education levels. You as parents, naturally, desire to secure the best education for your children. In general, the higher the level of education sought, the higher the cost. Children’s education could be one of your biggest expenses in life. It is never too early to start education planning if you don’t want your children to miss out on any education opportunities due to lack of fund.

Achieving the goal of providing for education benefits both you and your children for a lifetime. The earlier you plan, the more secured your children’s education fund is.

Preparing for your retirement

More and more people feel worried when they hear the word “retirement” because:

- Relying solely on social security retirement benefits will reduce your retirement income, and thus your quality of life by half;

- As time changes, the notion of counting on children to support you in your later years becomes obsolete;

- With life expectancy extending, inflation rising, and the risks of old age critical illnesses increasing, making provision for old age is more difficult than ever before;

In fact, the best time to plan for retirement is when you are climbing the career ladder or have achieved career stability. Proper planning well in advance of retirement with the guidance of your financial consultant will allow you to not only live a decent and abundant retirement life, but also leave a legacy to generations to come.

Plan for your long-term goals

Just as there are various stages in the economic cycle, so are there stages in your life cycle. To help you achieve goals in different life stages, a qualified financial consultant should not only monitor your investment performance during different stages of the economic cycle, but also review your financial status regularly and recalibrate your financial plans according to the life stage you are at. This is what lifelong planning is truly about.

With a well-diversified portfolio built under the help of your consultant, you will ride the wave of market fluctuations with ease and achieve long-term growth in wealth. 

Plan for your long-term goals

Just as there are various stages in the economic cycle, so are there stages in your life cycle. To help you achieve goals in different life stages, a qualified financial consultant should not only monitor your investment performance during different stages of the economic cycle, but also review your financial status regularly and recalibrate your financial plans according to the life stage you are at. This is what lifelong planning is truly about.

With a well-diversified portfolio built under the help of your consultant, you will ride the wave of market fluctuations with ease and achieve long-term growth in wealth.

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Distributing Wealth

Wealth transfer beyond generations

An increasing number of high net-worth individuals are overwhelmed by the daunting task of wealth transfer. The aims are to pass on your lifetime savings to future generations while reducing the cost of doing so, to safeguard your beneficiaries’ eligibility to access inherited funds, and to arrange the proper transfer of non-heritable assets. However, there are many challenges in this process:

- Tax issues;
- Your children may not have the willingness or capability to manage the family business, which may fail to survive the next generation;
- Your descendants mismanage or squander the family wealth, which may evaporate in no time.

More factors have to be taken into consideration in wealth transfer planning than in wealth accumulation planning. And for financial consultants specialized in it, professionalism is just a prerequisite, rather than the only quality required. Leveraging on its extensive experience in working with high net worth clients, and its ability to diversify assets across geographic regions, finexis can help you to pass on your family wealth from generation to generation by providing long-term solutions ranging from tax planning, wealth transfer planning, to philanthropic planning.

Giving back to society

Today, more business owners than ever prefer donating a small or even a large part of their assets to the society, rather than passing all of them on to family members. Making charitable donations, be it for the purposes of giving back to the society or leaving a legacy behind, is a meaningful and honorable act.

To maximize the good from your charitable donations, you can give part of your assets as a tax-free gift, or start a private foundation to manage your charitable programs more effectively. In doing so, you need pertinent financial advice from experienced consultants, to add wings to your endeavor of sharing your wealth to bless the society.

Stay protected for any rainy day

Health is fundamental to your happiness, no matter how wealthy you are, as unexpected disability or critical illnesses may jeopardize your personal wealth as well as your family income. No one expects such misfortune, but it must be taken into consideration in wealth building planning. Provide protection against a rainy day, so you can safeguard your hard-earned money and ensure your family’s wellbeing.

Discuss with your financial consultant to find a proper wealth protection solution, which will free you from worrying about the unexpected misfortune, and allow you to live your life to the fullest.

Plan for your long-term goals

Just as there are various stages in the economic cycle, so are there stages in your life cycle. To help you achieve goals in different life stages, a qualified financial consultant should not only monitor your investment performance during different stages of the economic cycle, but also review your financial status regularly and recalibrate your financial plans according to the life stage you are at. This is what lifelong planning is truly about.

With a well-diversified portfolio built under the help of your consultant, you will ride the wave of market fluctuations with ease and achieve long-term growth in wealth.

IT'S EASY AND SIMPLE

Cut down the development time with drag-and-drop website builder. Drop the blocks into the page, edit content inline and publish - no technical skills required.

TRENDY WEBSITE BLOCKS

Choose from the large selection pre-made blocks - full-screen intro, bootstrap carousel, slider, responsive image gallery with, parallax scrolling, sticky header and more.

Continuing the Wealth

Wealth creation

The key to a good wealth management plan is to include solutions to help clients create more assets. With professional ethics that centers on the client's interest first, we work with our private banking networks and global asset allocation strategies to help clients achieve greater wealth in their portfolios.

Preparing for your retirement

More and more people feel worried when they hear the word “retirement” because:

- Relying solely on social security retirement benefits will reduce your retirement income, and thus your quality of life by half;

- As time changes, the notion of counting on children to support you in your later years becomes obsolete;

- With life expectancy extending, inflation rising, and the risks of old age critical illnesses increasing, making provision for old age is more difficult than ever before;

In fact, the best time to plan for retirement is when you are climbing the career ladder or have achieved career stability. Proper planning well in advance of retirement with the guidance of your financial consultant will allow you to not only live a decent and abundant retirement life, but also leave a legacy to generations to come.

Plan for your long-term goals

Just as there are various stages in the economic cycle, so are there stages in your life cycle. To help you achieve goals in different life stages, a qualified financial consultant should not only monitor your investment performance during different stages of the economic cycle, but also review your financial status regularly and recalibrate your financial plans according to the life stage you are at. This is what lifelong planning is truly about.

With a well-diversified portfolio built under the help of your consultant, you will ride the wave of market fluctuations with ease and achieve long-term growth in wealth. 

Plan for your long-term goals

Just as there are various stages in the economic cycle, so are there stages in your life cycle. To help you achieve goals in different life stages, a qualified financial consultant should not only monitor your investment performance during different stages of the economic cycle, but also review your financial status regularly and recalibrate your financial plans according to the life stage you are at. This is what lifelong planning is truly about.

With a well-diversified portfolio built under the help of your consultant, you will ride the wave of market fluctuations with ease and achieve long-term growth in wealth.

IT'S EASY AND SIMPLE

Cut down the development time with drag-and-drop website builder. Drop the blocks into the page, edit content inline and publish - no technical skills required.

TRENDY WEBSITE BLOCKS

Choose from the large selection pre-made blocks - full-screen intro, bootstrap carousel, slider, responsive image gallery with, parallax scrolling, sticky header and more.

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