Question 1

What is Impact Wealth Advisory?

Accepted Answer

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.

Question 2

How much does financial advisory cost in Singapore?

Accepted Answer

Our advisory services vary based on your needs. For individuals, we work with investment minimums from SGD 10,000. For affluent clients, advisory wrap fees range from 0.75–1% per annum. Corporate advisory starts from SGD 50,000 in employee benefits. Initial consultations are complimentary.

Question 3

Is IWA independent or tied to specific insurance companies?

Accepted Answer

IWA operates under Finexis Advisory's open-architecture platform, giving us access to 20+ top insurance partners including AIA, AXA, Manulife, and more. We are product-agnostic and recommend solutions based on your needs, not commissions.

Question 4

What is the 10-Step Wealth Freedom Framework?

Accepted Answer

Our proprietary framework guides every client through 10 structured steps: Financial Health Check, Values Alignment, Risk Protection, Debt Elimination, Emergency Fund, Wealth Accumulation, Retirement Optimisation, Education & Legacy Funding, Estate Planning, and Social Impact & Giving.

Question 5

How do I book a consultation with IWA?

Accepted Answer

You can book a free, no-obligation consultation by WhatsApp at +65 8760 3657, email at connect@impactwealth.sg, or through our website contact form. We're available Monday–Friday 9am–6pm and Saturday by appointment.

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