Financial Planning Ethos
Financial Consultant
Getting to know you
- Learning about you, your goals, and concerns
- Cutting through the noise
- Getting to know me, and how I can assist you
- Comparing, understanding, and implementing solutions
- Partnering you on your financial journey
Serving you
- Staying on track to achieve your financial goals
- Creating a legacy for your loved ones and cherished causes
- Following up on insurance claims
- Reviewing your investments
- Keeping you updated on relevant news
Practising since 2005
- Authorised Representative of finexis advisory Pte Ltd, one of Singapore's leading and independently-owned financial advisory firms
- Equipped to deliver best-in-class solutions
- Over 100 partners and a choice of more than 1,000 products
Browse locations
DISCOVER
More than 500 travel spots
Enjoy the experience
TRAVEL
30 days money back guaranteed
Wealth Management
Retirement, Education
Achieving your financial goals
Estate Planning
Estate Planning
Creating and distributing wealth
Services
Risk Management
Personal & Corporate
Life, Health, & General Insurance
Wealth Accumulation
Retirement & Education
Managed Portfolio & Endowment
Legacy Planning
Loved Ones & Cherished Causes
Estate planning, Wills, & Trusts
Family Man
CTO
- As the CTO (Chief Transport Officer) of my family, I proudly don the hat of a skilled chauffeur (although my wife might have a different opinion), shuttling everyone to their destinations with precision and patience. From school runs to enrichment classes, office commutes, and even Sunday church service, I'm the reliable driver behind the wheel, ensuring everyone reaches their desired locations safely and on time.
CDO
- I also hold the esteemed position of CDO (Chief Dishwashing Officer) among other family C-Suite roles. When the clock strikes 10 pm, it's my cue to step into the kitchen and masterfully tackle the towering pile of dishes like a pro. This time-honored tradition ensures that our kitchen stays clean and ready for the next culinary adventure, leaving no dish unwashed and no crumb left behind!
Nurturing and Nourishing
- "The more that you read, the more things you will know. The more that you learn, the more places you'll go" Dr Seuss
- Homemaking and exercise no longer become chores while listening to audiobooks 🎧
- "For where your treasure is, there will your heart be also." Luke 12:34
- Genuine long lasting relationships are nurtured and cannot be bought with money
"He gives adequate information enabling his clients to make informed decisions, without overloading them. After every discussion, we’ve felt clearer on our next steps and happier about how we’re using our assets to achieve family goals. It goes without saying, we would highly recommend Dave."
We are located at 20 Collyer Quay, #01-02, Singapore 049319
Let's talk. How can I help you journey beyond the fine print?
By submitting this form, you hereby agree and consent that Dave Tay, representing finexis advisory Pte Ltd may collect, use, disclose and process your personal information for the purpose of financial advisory services, in accordance to the Personal Data Protection Act 2012 and the finexis personal data privacy policy which can be found at www.finexis.com.sg.