👋🏻 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
AUM vs AUA in Singapore: Growing Your Company's Assets Isn't the Same as Buildin...
✳️The Reality Check You’ve spent 15 years building a "book." You’ve hit the KPIs, survived the restructurings, and managed millions in AUM. But if you walked away tomorrow, what would you actually own? If the answer is "nothing," you aren't building a business; you're just a high-performing tenant in someone else's skyscraper. If you are a Relationship Manager at a bank or a senior representative at a principal-led firm in Singapore, you are likely searching for a better way to grow your busine
Career Switch to Wealth Management in Singapore: Salary and Reality Check
Choosing to leave a career you have spent over a decade building is a heavy decision, but for many in Singapore, it is becoming a necessary one. You might be feeling the weight of a shifting economy, where restructuring and the rise of AI have made your once-stable role feel increasingly at risk. Perhaps you belong to the "sandwiched generation," where the relentless 9-to-7 grind steals time you want to spend with your aging parents or your children. It is common to reach a point of reflection
CMFAS Difficulty Ranking: Which Exams to Take First?
Whether you are switching careers or a fresh graduate, the CMFAS exams are your definitive gatekeeper towards a career in financial services in Singapore. The Singapore College of Insurance (SCI) has now fully transitioned to a more stringent "Two-Part" scoring system. This means failing just one segment, like the Ethics section in RES5, requires a full retake of the entire paper. As someone researching career opportunities in our industry, you likely have questions like: "Which CMFAS paper is