👋🏻 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
Is Mortgage Insurance Mandatory in Singapore? Home Loan Protection Explained
Understand why mortgage insurance protects your Singapore home loan. Learn when you can exempt HPS and how to structure your home loan coverage.
Safe and Steady Is Winning the Race
While AI headlines chase the next big thing, a different kind of portfolio keeps delivering what investors actually need: yield, stability, liquidity, and peace of mind! Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land. — Ecclesiastes 11:2 What has been will be again, what has been done will be done again; there is nothing new under the sun. — Ecclesiastes 1:9 Written over two thousand years ago, long before modern finance existed, one of the mos
PromiseLand, Infinity, and SG Alliance join finexis advisory in Ascend Asia's op...
Ascend Asia acquires PromiseLand, Infinity, and SG Alliance. See how these firms join finexis advisory in an open-architecture model that preserves brand identity.