👋🏻 Welcome!
We are Orion Wealth Partners
At Orion Wealth Partners, our clients count on us as their steadfast advisers, guiding them with expertise, insight, and unwavering commitment to their goals.
We represent finexis advisory
Singapore's largest homegrown, independently-owned, multi-award winnning financial advisory firm.
900+
Financial Consultants
$2B+
Assets Under Advisory
>19
Insurance Partners
Our Shared Values
We are united by our shared values. These values guide our decision-making, drive our actions, and ensure that we continue to build lasting relationships with our stakeholders.
Paying It Forward
We believe in growing by giving.
Ethics
We value doing the right things right.
Excellence
We aspire to be the very best in what we do.
Fairness
We embrace fairness in all our dealings.
Family
We stand united in our beliefs and deeds.
Strategic, Multi-Assets Portfolios
High-conviction portfolios constructed using a variety of instruments (eg. Unit Trusts, ETFs, Bonds, etc.) for savvy clients with sophisticated needs.
Preserving Wealth Passing on Values
We help our clients steward their wealth wisely, sowing into their families, and succeeding values with valuables.
Private Banking Solutions for the Affluent
Our collaboration with Private Banks allows us to create bespoked solutions for the Affluent and High Net Worth clients in Asia.
OUR COLLABORATIONS
Exclusive Benefits
for Our Clients
Foundation Healthcare's Patient Assistance Centre assists our clients with in-panel private specialist recommendations, priority appointment booking, insurance enquiries, and application of pre-authorisation and Letter of Guarantee.
Client Testimonials
Our clients don’t just love our work—they share it! Many of our clients refer their network to us, a testament to the trust and satisfaction we have built over time.
Testimonal for James Lim
from Arthur
Professional, honest and caring is how I would describe James. I was referred by a friend, and have no regret meeting him. Great work and thanks for your service!
Testimonial for Kok Su Hui
from Kok Keong
Su Hui is a kind of communicator who listens attentively, explains products clearly, and creates a friendly, patient environment that makes me feel understood and valued.
Testimonial for Anthony Pribadi
from Eric K
Anthony is the best and I’m grateful he is my financial consultant. He takes the time to understand my needs, asking thoughtful questions with genuine empathy before providing advice truly aligned with my goals. His professionalism and dedication gives me complete confidence.
Testimonial for Elia Tan
from Larry
Elia explains carefully and guides me with my investments. She is patient, sincere and helpful. The best FA that I had come across so far.
Testimonial for Clifford Chew
from Pak
Clifford is detailed, patient, good in listening, quick to respond to queries and non-pushy in recommending products & services. Professional and committed!
Testimonial for Derek Liang
from Yoke Yin
Derek keeps me informed of the strategy and what they are doing in the midst of the current challenges we face. We have a peace of mind knowing that we are in good hands.
Testimonial for Lynn Law
from Candy
Lynn provides top-notch service throughout the year! Reliable, efficient, and supportive. Her attention to detail and timely responses have been impressive. Keep up the great work!
Testimonial for Benjamin Tan
from Dr Siti
Benjamin understands my needs and provided excellent advice which i trust wholesomely. He listens attentively and provides tailormade solutions to my situation.
Testimonial for Chin Mui Lan
from Linda
Mui Lan is meticulous and would sign me up for relevant talks based on my needs that helped me gain insights into retirement planning. I'm happy with my investments with her that have performed well within my risk profile. I also like that I can DIY when I want to. Thank you for providing your wonderful service!
Latest Articles
Our Opinions and Insights
Join finexis advisory: What a Financial Consultant Career Looks Like in Singapor...
Considering a career change? Are you driven by the desire for autonomy, control over your schedule, and the potential for significant income, all while making a direct and meaningful impact on people's lives? If so, the path of a financial consultant in Singapore might be exactly what you're looking for. Many aspire to the "solopreneur" lifestyle, and within the dynamic financial advisory landscape in Singapore, this career offers just that opportunity. The Appeal of a Financial Consultant Ca
Trade Wars and Turmoil – Gold’s Role in Economic Uncertainty
Tariffs, taxes imposed on imported goods, have widespread economic effects, including inflation, market volatility, and currency fluctuations. These factors often indirectly influence gold prices, which tend to rise during inflationary periods or economic uncertainty as gold is a safe-haven asset. How Modern Tariffs Are Fueling Economic Uncertainty Recent U.S. tariff actions under President Trump have introduced significant upheavals to trade policies: 1. Universal Tariffs: A baseline 10% t
Will the U.S. Dollar Stay Dominant? What Investors in SGD Should Know
As global dynamics shift and talk of de-dollarization grows, many Singapore-based investors are asking: Will the USD remain dominant? With SGD closely tied to the USD through trade and investment, understanding the dollar’s future is critical to making smart investing decisions. Key Strengths of the U.S. Dollar It is useful to evaluate whether the U.S. Dollar will continue to dominate as the global currency over the next decade and beyond. We can consider the following key factors: 1. Reser