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Wealth GPs started in 2015 with the vision of providing professional, objective advice as a one-stop financial solutions hub to our customers. We firmly believe in representing our clients to make the best decision possible, in a timely manner.
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We feel that most consumers are under-served due to the following reasons:
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Unprofessional Sales Practice
Platform is not structured to clients’ best interests
Knowledge and Offering limited to Insurance Products
Lack of Trust in the industry owing to the above
Which are the reasons why we want to up the standards of our industry by being the leading light to transform the way Financial Consultants practice, and hence change the way our clients perceive and work with us.
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What WGPs Stands For
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General Practitioners
One of the reasons why we call ourselves Wealth GPs, is that we see our role as that of a friendly, approachable, family Wealth Doctor to our clients. We prescribe solutions only when necessary vs selling drugs that pay us the highest commissions. We believe for financial success to happen, we need to conduct regular (financial) health checks, and that includes what we call C.E.O. Consolidation Evaluation Optimization We do not believe in overpaying. Instead, we want to identify solutions of the right value.
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Growth Partners
Together as a team, we aim to impact the lives of our clients beyond the vast array of financial advisory services we provide. In fact, we regard ourselves more than just financial advisors as we want to be able to bring value to our clients so that they can live a more enriching and well balanced life – from fulfilling basic needs to pursuing higher aspirations. Our team culture thrives on genuine human connections based on our beliefs of being authentic, ethical and transparent. We embrace a growth mindset, one that never stands still, and we know the more we grow, the more we can help others grow. We hope to inspire a confident and courageous living not just with our clients but also with our associates.
GPS
We are also the GPS for our clients in the area of wealth, navigating them through good times and bad, be the lighthouse in the midst of the noise (recession, investment downturn, fear, scams etc.). We advocate most investments in traditional asset classes, and do not propose any financial plans we wouldn’t consider ourselves.
Our Vision
To Inspire and Empower people to live a purposeful life by design, and not by default.
Our Mission
At Wealth GPs, we seek to Impact every person we meet, to achieve Freedom and Control over their Lives, by providing assurance, clarity, consolidation, insights and tailored solutions, as a friend and partner.
We strive to grow together with our clients with the same ethics, integrity and honesty that brought our associates together, and to inspire a Confident and Courageous Living.
About finexis advisory Pte Ltd
Wealth GPs is a group of authorized Financial Consultants representing finexis advisory Pte Ltd. Wealth GPs is a part of finexis advisory Pte Ltd, one of the largest independently owned financial advisory firms in Singapore, licensed by the Monetary Authority of Singapore (MAS), with assets under advisory of almost S$1 billion.
We are in partnership with over 45 international fund houses offering more than 400 professionally managed funds, more than 15 major life insurers, more than 25 general insurers, 4 investment platforms and 5 international banks. At finexis, we are not funded or backed by any particular insurance provider, private equity or listed company. We are under no pressure by any international insurer's shareholders or board of directors to enhance shareholder profits or stock prices at the expense of our clients. We are therefore free to hold to the highest standard of care and act in the best interests of our clients at all times, and to relentlessly focus on constantly growing our people, to ensure that our consultants on our platform provide clients with unbiased advice that truly impact your wealth and beyond.
