Purpose-Driven Financial Advisory · Singapore
Financial Clarity for Families,
Business Owners, and Legacy Builders.
Get independent advice across insurance, investments, employee benefits, and legacy planning — built around your goals, not product quotas.
14+
Years of trusted guidance
20+
Insurance partners
90%+
Client retention
100K
Lives to impact by 2030
No pressure. Just clarity.
Our Difference
Why IWA
True wealth is not merely defined by how much one accumulates, but by the clarity it brings, the freedom it unlocks, and the legacy it enables.
Philosophy Over Products
We lead with timeless principles and financial purpose — always aligning advice with your values, not commissions. Every recommendation is grounded in fiduciary care.
A Proven 10-Step Framework
Our structured Wealth Freedom Framework turns financial chaos into clarity. Measurable, repeatable, and adapted to your life stage — from debt elimination to legacy planning.
Impact Beyond Wealth
We measure success by lives transformed, not transactions closed. Every client journey contributes to our mission of impacting 100,000 lives by 2030.
What We Do
Our Services
Comprehensive financial advisory across protection, growth, corporate, and legacy — all under one roof.
Wealth Protection
Life, health, and general insurance advisory across 20+ insurers. Independent, unbiased recommendations.
Wealth Accumulation
Tailored investment portfolios, retirement planning, education funding, and CPF optimisation.
Corporate Advisory
Employee benefits, group insurance, business succession, and financial wellness for SMEs.
Philanthropy & Legacy
Trust structuring, estate planning, charitable vehicles, and cross-border wealth transfer.
Client Stories
Lives Transformed
Real outcomes from real people. We measure success by the lives we've helped transform.
“Before meeting Ivan, I had insurance policies I didn't fully understand and no real plan for the future. He sat down with us, simplified everything, and built a clear roadmap for our family. For the first time, we feel genuinely confident about our finances.”
J. & S. Chen
Working Couple, Age 34
IWA Life Client
“I've worked with several advisors over the years, but IWA was the first to look at the full picture — not just investments, but succession, legacy, and what I actually want my wealth to do. The difference is night and day.”
R. Menon
Business Owner, Age 52
IWA Legacy Client
“We were losing good people partly because our benefits package was outdated. IWA restructured our employee benefits, reduced our premiums by 15%, and our staff actually feel looked after now. It's been a game-changer for retention.”
L. Tan
HR Director, SME (48 employees)
IWA Enterprise Client
Our Mission
100,000 Lives Impacted by 2030
We track not just revenue — but lives impacted, debt cleared, habits changed, and clarity gained. Our success is measured by transformation, not transaction.
14+
Years of Experience
90%+
Client Retention Rate
20+
Insurance Partners
100K
Lives Target by 2030
FAQ
Frequently Asked Questions
Common questions about financial advisory in Singapore.
What is Impact Wealth Advisory?
Impact Wealth Advisory (IWA) is a purpose-driven financial advisory branch under Finexis Advisory, Singapore's largest independent financial advisory firm. We provide holistic wealth planning for individuals, families, SMEs, and high net worth clients — combining financial expertise with social impact.
How much does a financial advisor cost in Singapore?
Our initial consultation is completely free. For ongoing advisory, costs vary by service: insurance advisory is commission-based (no direct cost to you), investment advisory ranges from 0.5–1.5% per annum, and corporate advisory is typically commission-based on employee benefits placements.
Is IWA independent or tied to specific insurance companies?
We are fully independent. Through Finexis Advisory's open-architecture platform, we have access to 20+ insurance partners and global investment platforms. We recommend products based on your needs — not sales targets or commissions.
What makes IWA different from other financial advisors?
Three things set us apart: our holistic 10-Step Wealth Freedom Framework (not just product sales), our purpose-driven approach (we measure success by lives transformed), and our independence (access to 20+ insurers means unbiased recommendations).
How do I get started with IWA?
Simply reach out via WhatsApp at +65 8760 3657 or our contact form. We'll schedule a free, no-obligation Financial Health Check to understand your current situation and goals. From there, we'll map out a personalised plan.