I’ve been working with Adrian for the past 3 years, starting when he was at AIA. When he first mentioned moving to Finexis, I was unsure about how an IFA could benefit me. However, Adrian used the Merlin tool to visualize my cash flow and demonstrated how the IFA platform could optimize my portfolio. As a result, I reduced my payments by 67% while increasing my coverage by 200%. He also helped optimize my existing investments, cutting charges and potentially increasing my returns by $276,000, all while maintaining the same timeline and budget.

- Ling Kai, system analyst

Read More

I initially expected a standard product sharing, but was pleasantly surprised by the detailed and comprehensive planning using the Merlin app. Adrian’s approach was far more thorough than other financial advisors I’ve met—he took the time to understand my needs, cash flow, and commitments, which is crucial for long-term planning. The IFA platform he uses offers access to multiple insurers, allowing for unbiased comparisons and better-customized solutions. What stood out most was his consideration of future goals like family planning, housing, renovation, and even having a child. I believe my friends and family would greatly benefit from this approach too."

- Kerwin, Portfolio Manager

Read More