Biography

With over a decade of experience as a research and development engineer, Serlyn transitioned into the financial advisory industry in 2014, bringing analytical rigor and problem-solving expertise into her practice. After a brief stint with an insurance company, she joined finexis advisory Pte Ltd, where she has remained ever since, drawn by its strong culture, values, and commitment to meaningful client service.

Serlyn is passionate about connecting with people - listening to their concerns, understanding their unique circumstances, and guiding them toward practical financial solutions. She is dedicated to helping clients make informed decisions, achieve their financial goals, and plan confidently for what matters most in their lives.

 
 

Principles & Values

Serlyn believes in humility, treating everyone with respect regardless of who they are, and upholding trustworthiness in all that she does. Building a strong, trusting relationship with her clients is at the core of her work. She strives to listen with empathy, communicate honestly, and act in her clients’ best interests. By fostering mutual respect and trust, she aims to create lasting partnerships that support her clients in making confident and well-informed financial decisions.

 
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"Respect, trust, and genuine care are the foundation of every lasting relationship."

- serlyn ong

Clients’ Endorsements

Serlyn Ong Sze Ping Testimonials

I have always been confused with all the insurance products which have all the fancy names & when things really happen, we are unable to make claims because it was due to overbuying in the wrong category.

Serlyn's presentation left a strong first impression. Unlike typical financial planning explanations, her approach was both technical & easy to grasp, filling in gaps that other consultants often overlook. I walked away with a clearer understanding of insurance & its nuances, identifying areas that I lacked insight on.

I have always known Serlyn to be patient, knowledgeable & trustworthy. Thank you for shedding light using your approach!

Pua Youli , Director

One Centum Pte Ltd

 

THE KEY TO SUCCESS IS NEVER ABOUT THE HOW.
THE KEY TO SUCCESS IS KNOWING WHY YOU ARE DOING WHAT YOu ARE DOING

 
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