SlideShare a Scribd company logo
eliteGold
Only the Best.
Consultants
About
finexis
Think of us as lifelong financial confidantes - always there to help apply broad-based
solutions in thoughtful and meaningful ways.
Through our diverse range of products and solutions that cover financial and investment
planning, asset allocation, loan restructuring, wealth and risk management, we enable
our clients to meet their unique financial goals while remaining prepared for any
unforeseen financial circumstances. We believe that financial planning is an integral part
of ensuring a sound, stable future for anyone of any financial status.
Our strategic partnerships, extensive portfolio of leading financial solutions, strength
of more than 500 financial consultants and support staff have enabled us to become a
market leader in the field of specialised financial services.
Words
Client’s
Commitment
The finexis
Simply because, money lies in the heart of many areas of our lives – from taking
care of our basic needs to fulfilling higher aspirations.
With a goal to create a lasting positive influence on every life we touch, we listen to
what our clients have to say and design our solutions to complement their needs.
Whether it is our clients or our consultants, you can’t separate finance from people,
and people from living. And that is why finexis is a people-centric organisation. We
are here for all who desire a better life through better financial management. We
want to impact lives beyond finance.
A firm believer of the finexis tagline “Impacting Lives Beyond Finance”,
Caden adapted this statement to one of his guiding principles – to impact his
clients’ finances positively and to help them make well-informed decisions.
Appreciating that no two clients are the same, he ensures that every possible
step is taken to fully understand and grasp each of his client’s situation and
needs.
Another of Caden’s guiding principles is to build long term relationships with
his clients, instead of merely carrying out transactions. Apart from providing
solutions in the best interests of his clients, Caden ensures that he is always
on the ball and prompt in responding to any client enquiries, as well as in
providing timely and relevant information that will impact their lives. He trusts
that this will translate to his clients’ reasonable confidence that he has their
best interests at heart, and will remain in the business for a long time.
Caden’s Values
& Beliefs
Caden believes that more people are becoming financially literate, and customers
today are looking for consultants who are armed with in-depth product knowledge and
insights to the world of financial planning who can provide objective financial advice.
With this, he aims to be the go-to consultant in the area of financial advisory to his
clients.
Since he joined the financial advisory industry in 2004, Caden has grown together with
the industry and picked up invaluable experience throughout his years in his practice.
In order to better serve his clients’ needs, Caden shifted to finexis advisory, a platform
that will allow him to be a true professional who knows his work and give his clients
unbiased financial advice.
Caden’s
Principles
•	 Qualifier of finexis Elite Gold 2012 (Q4)
•	 Qualifier of finexis Elite Class 2012 (Q4)
Senior Financial Consultant
Chia
Caden
“Caden is a great help in assisting me to
understand and discover my financial needs.
He and his team will go the extra mile to
present different solutions to fit my needs.”
Anupam Mahajan,
Manager at a major life insurance company
“Caden is a trustworthy person whom you can rely
on for all confidential information. His integrity and
creditability is well known among his peers, friends
and clients, whom he interacts and he works with.
Respectful and sensitive to other’s needs, he never
takes things for granted.
It is my pleasure to be associated with Caden for all
these years that I have known him.”
Gordon Liew, Principal Consultant
Caden Chia
Senior Financial Consultant
caden.chia@finexis.com.sg
M +65 9067 4921
T +65 6341 5300
F +65 6341 5311
www.finexis.com.sg

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Personal Profile (Elite Gold Consultant)

  • 2. About finexis Think of us as lifelong financial confidantes - always there to help apply broad-based solutions in thoughtful and meaningful ways. Through our diverse range of products and solutions that cover financial and investment planning, asset allocation, loan restructuring, wealth and risk management, we enable our clients to meet their unique financial goals while remaining prepared for any unforeseen financial circumstances. We believe that financial planning is an integral part of ensuring a sound, stable future for anyone of any financial status. Our strategic partnerships, extensive portfolio of leading financial solutions, strength of more than 500 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services. Words Client’s Commitment The finexis Simply because, money lies in the heart of many areas of our lives – from taking care of our basic needs to fulfilling higher aspirations. With a goal to create a lasting positive influence on every life we touch, we listen to what our clients have to say and design our solutions to complement their needs. Whether it is our clients or our consultants, you can’t separate finance from people, and people from living. And that is why finexis is a people-centric organisation. We are here for all who desire a better life through better financial management. We want to impact lives beyond finance. A firm believer of the finexis tagline “Impacting Lives Beyond Finance”, Caden adapted this statement to one of his guiding principles – to impact his clients’ finances positively and to help them make well-informed decisions. Appreciating that no two clients are the same, he ensures that every possible step is taken to fully understand and grasp each of his client’s situation and needs. Another of Caden’s guiding principles is to build long term relationships with his clients, instead of merely carrying out transactions. Apart from providing solutions in the best interests of his clients, Caden ensures that he is always on the ball and prompt in responding to any client enquiries, as well as in providing timely and relevant information that will impact their lives. He trusts that this will translate to his clients’ reasonable confidence that he has their best interests at heart, and will remain in the business for a long time. Caden’s Values & Beliefs Caden believes that more people are becoming financially literate, and customers today are looking for consultants who are armed with in-depth product knowledge and insights to the world of financial planning who can provide objective financial advice. With this, he aims to be the go-to consultant in the area of financial advisory to his clients. Since he joined the financial advisory industry in 2004, Caden has grown together with the industry and picked up invaluable experience throughout his years in his practice. In order to better serve his clients’ needs, Caden shifted to finexis advisory, a platform that will allow him to be a true professional who knows his work and give his clients unbiased financial advice. Caden’s Principles • Qualifier of finexis Elite Gold 2012 (Q4) • Qualifier of finexis Elite Class 2012 (Q4) Senior Financial Consultant Chia Caden “Caden is a great help in assisting me to understand and discover my financial needs. He and his team will go the extra mile to present different solutions to fit my needs.” Anupam Mahajan, Manager at a major life insurance company “Caden is a trustworthy person whom you can rely on for all confidential information. His integrity and creditability is well known among his peers, friends and clients, whom he interacts and he works with. Respectful and sensitive to other’s needs, he never takes things for granted. It is my pleasure to be associated with Caden for all these years that I have known him.” Gordon Liew, Principal Consultant
  • 3. Caden Chia Senior Financial Consultant caden.chia@finexis.com.sg M +65 9067 4921 T +65 6341 5300 F +65 6341 5311 www.finexis.com.sg