Finix Advisory

Finix advisory is a wealth profile management organization, which provides services to individuals, sme, or corporate. Scopes of services provided include cash flow management, retirement planning, investment planning, financial risk management, estate planning, business succession planning (for business owners).

We value our customers extraordinarily well, understanding their financial needs and goals over their lifetimes, and ensuring we innovate our products, services, and channels so that we earn more of their business and help them succeed financially.