Title: Infinity Financial Advisory

URL Source: http://www.infinityfa.com.sg/

Published Time: Tue, 01 Jul 2025 07:22:36 GMT

Markdown Content:

Our Vision: We are a value-driven financial advisory firm. We help individuals craft complex financial blueprints and guide them through the financial landscape by leveraging our expertise and the depth of our award winning solutions.

We strongly believe that effective wealth management and smart investing should be accessible to all. And we function to guide our clients through the financial universe by providing personalized and tailored solutions to each client’s unique needs - opening doors to financial security and value-driven opportunities.

More than 50+ Partners

Insurers |Investment Platforms |Banks

Figures as of July 2023

Award Winning Solutions

Our award winning solutions have driven and continue to drive value for all of our esteemed clients.

1-2-Infinity Approach

Our signature approach of a minimum 12 touch points a year ensures our clients are always updated and informed.

Infinity Client App (i-NITIATE®)

We ensure that our clients are able to access critical information on their fingertips at any time of their convenience.

Proudly Awarded, Globally Recognised

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Dear Gen-Z Clients,

At Infinity Financial Advisory, we understand the unique preferences of Gen Z’s when it comes to planning for the future. This generation values exploration and adventure, often prioritizing these experiences over early life financial planning.

Recognizing this, our mission is to provide a streamlined service that caters to their needs, cutting through the noise and delivering only essential information.

With our tailored approach, Gen Z clients can quickly access what they need and confidently move forward with their lives, knowing we hear them and support their distinct priorities.

Dear Young Parents,

At Infinity Financial Advisory, we recognize the unique challenges faced by young parents, or as we like to call it the "sandwich generation" - currently in the early stages of their careers, balancing the care of both elderly parents and young children.

Recognizing that this demographic often grapples with limited time and financial resources, our objective is to offer strategic, customized guidance to help you make the most of your constrained assets.

By concentrating on young parent’s precise needs and presenting well-tailored, effective solutions, we aim to establish ourselves as the trusted financial advisor for the sandwich generation, empowering you to achieve optimal outcomes amidst their demanding

circumstances.

Dear Gen-X Clients,

At Infinity Financial Advisory, we understand that this generation of clients is experiencing an increase in income and have dependents with evolving needs. With age comes experience and you may have had prior interactions with financial advisors, resulting in a heightened level of prudence when exploring new investment avenues.

Our expertise lies in assisting you to rectify past financial misjudgments and optimize your investment portfolios.

By offering the latest market intelligence and bespoke guidance, we empower our clients to make well-informed decisions, thereby ensuring the maximum potential of their investments and paving the way for a robust financial future.

Dear Retirees,

At Infinity Financial Advisory, we also address the needs of retirees, who often grapple with concerns about the sufficiency of their savings. Key questions you may likely face include the reliability of your nest egg, whether you have enough to last throughout retirement, the potential need to supplement their income with freelance or part-time work, and what your legacy planning looks like.

We understand that clarity is paramount for retirees when it comes to navigating these uncertainties.

Our goal is to provide you with personalized guidance and financial strategies, helping you gain confidence in their retirement plans and enjoy a secure, worry-free future.

Dear Business Owners,

At Infinity Financial Advisory, we cater to the distinct financial requirements of business owners who seek expedient and astute advice in both their professional and personal financial planning. Our services are designed to help your money work harder for you, all within a minimal time frame, without compromising on competence.

We take pride in our capacity to rapidly present customized alternatives and propositions, empowering our entrepreneurial clients to confidently make well-informed decisions.

By equipping you with essential insights, we facilitate a sense of control and autonomy in your decision-making process.

FSC®️ Approved and Certified

Promotes Sustainable Forestry Practices

Figures as of July 2023

Partnered with Greenlab SG

100% Recycled Paper Only

Figures as of July 2023

Zero Emissions

Last Mile Delivery by EVs

Figures as of July 2023

Infinity FA - Client Booklet

100+

Years of Combined Managerial Experience

Figures as of December 2024

50,000

Satisfied Clients

Figures as of December 2024

1:2 ratio

Award Winning Consultants

Figures as of December 2024

5

Portfolio Specialization Fields for our Reps

Figures as of December 2024

12

Client Touchpoints in a Year

Figures as of December 2024

50

Partners to Work With

Figures as of December 2024

Side By Side With Only The Best

(Life Insurers)

AIA, Singapore

China Life Insurance, Singapore

China Taiping Insurance, Singapore

Etiqa Insurance

Friends Provident International, Singapore

FWD, Singapore

HSBC Life, Singapore

Income Insurance

Life Insurance Corporation, Singapore

Manulife, Singapore

Monument International Life Assurance

Raffles Health Insurance

RHI BUPA

Singapore Life

Sun Life Assurance

Swiss Life, Singapore

Tokio Marine Life Insurance, Singapore

Transamerica Life, Singapore

Creating Value

We believe in consistently creating and increasing value. Our goal is to always enhance beneficence for both our clients as well as our consultants.

Embrace Technology

We aim to maximise efficiency through continuous innovation and advancement by fully embracing and implementing technologies.

A Class Above

We have a resolute commitment to excellence that drives us to continuously expand the frontiers of knowledge and skills within our domain.

Tasari Ramasamy

Head of Compliance

Tan Han Long

Head of Business Development

Loo Guo Xiang

Head of Operations

Emily Yip

Creative Content Producer

Nicholas David

Tech Lead, Fintech

Theresa Teo

Finance Executive

Anand Francis

Senior Investment Strategist

Reinvent Your Exit With Us, Beginning Today.

10 Eunos Rd 8, North Lobby, SingPost Centre,

08-02, Singapore 408600

+65 6730 9813

[email protected]

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Eugene Soo

Co-Founder

Eugene, an outstanding graduate ranking in the top 1% from Poly, pursued his academic journey at NTU. Despite receiving an offer from a prestigious global bank's Management Trainee Program, he made a discerning choice to embark on a career in the financial advisory industry.

Guided by his ethos of achieving personal success while making a positive impact, Eugene swiftly ascended through the ranks within the financial advisory industry, solidifying his reputation as a key influencer. His exceptional business acumen enables him to adeptly navigate challenges and employ strategic frameworks within the dynamic landscape of wealth management.

With a profound interest in wealth distribution, Eugene has successfully facilitated the establishment of over 200 family trusts for high-net-worth individuals and their families. His expertise in estate planning is frequently sought by the media, and he assumes the responsibility of overseeing the firm's esteemed High Net Worth division.

Outside of his professional endeavours, Eugene actively engages in community service through volunteering at his church. He emanates immense satisfaction from connecting with individuals and empowering them to lead fulfilling lives. He also cherishes spending time with his wife and two beautiful children, and is grateful for the quality time they share together.

Poh Choon Kia

Founder

Choon Kia embarked on his journey in the financial advisory industry in 2001, with a 2nd upper degree in Engineering and a minor in Technopreneurship from NUS. Despite having numerous career options upon graduation, he entered the financial advisory industry, willingly forgoing fixed pay, driven by his desire to learn and grow in a new industry. Over two decades later, his passion for learning remains undiminished as he continues to glean valuable insights from this remarkable industry.

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With a unique blend of analytical and creative thinking, Choon Kia possesses the ability to simplify complex wealth solutions into easily understandable concepts, making them applicable to basic financial advice. This skill set has been instrumental in his career, where he has consistently delivered impactful results and earned a reputation as an exceptional leader.

Having accumulated extensive experience in agency management, Choon Kia is highly regarded as a hands-on and approachable director, well-versed in products, sales skills, motivation, and leadership. Recognised as an authority in financial planning, he is frequently invited to share his insights and perspectives with the local press, radio stations, and esteemed organisations.

Choon Kia's passion lies in mentoring and coaching like-minded individuals who aspire to excel in the financial planning profession. He has played a pivotal role in mentoring and grooming numerous award-winning producers, enabling them to achieve prestigious accolades such as TOTs, COTs, and MDRTs.

During his leisure time, Choon Kia finds joy in spending quality moments with his toddler daughter, creating cherished memories together. He also holds a deep respect for his parents, whom he takes on trips to embrace and enjoy their well-deserved retirement. Rooted in family harmony and filial piety, Choon Kia embodies the essence of understanding one's roots, as the Chinese proverb exemplifies, "To forget one's ancestors is to be a brook without a source, a tree without a root." Lastly, despite his busy schedule, Choon Kia indulges his love for food by exploring unique and curated culinary experiences in Singapore whenever possible.

Andy Peh

Co-Founder

With almost 20 years of experience in the financial advisory industry, Andy has climbed the ranks to become a co-founder, earning numerous awards and achievements along the way.

His career in financial advising began after graduation and he has dedicated himself to it ever since. His accomplishments include top managerial awards, as well as qualifications for prestigious organizations like the Million Dollar Round Table and Court of Table.

He is committed to helping others and strives to give his best effort every day. This dedication has played a significant role in the growth of Infinity FA, which now boasts hundreds of financial adviser representatives who are making a positive impact on the lives of many.

Starting from the ground level, he has worked his way up into management. He has a talent for seeing an idea through from inception to completion, like a fire-starter. He prioritizes creating value for every individual and considers it an honor to help others progress forward.

In his free time, he enjoy spending time with his family. As a devoted Christian and father of three boys, Andy strives to instil the same values in his children that he preaches.

Anand Francis

Senior Investment Strategist

Meet Anand — A dedicated father, a skilled home cook and a seasoned investment strategist with over 30 years’ experience across multiple asset classes, wealth and investment management functions.

His journey began in 1993, while his was pursuing his Bachelor of Science in Economics (Honours). During his summer breaks, he first explored the financial world by taking on the role of an institutional dealer’s assistant at a stock broking company. This internship would spark a passion in him, leading him to kickstart his investment career on the derivatives desk.

With dedication and drive, Anand ascended through the ranks of the company. However, it was his passion that inspired him to help establish a boutique asset management company. Here, he managed a proprietary index arbitrage desk with USD 50 million for five consecutive years, yielding annualized returns exceeding 15% per annum.

With over 15 years of experience in the fund management industry, including developing and launching retail funds as well as developing participating funds for insurance companies, Anand is well versed in the industry’s concepts and his journey continued to evolve as he ventured into various roles.

As a product manager, he meticulously crafted and launched unit trust funds, showcasing his comprehensive understanding of financial instruments. In Singapore, he assumed the role of a financial adviser, recognizing the importance and value of being on the ground. This role equipped him with invaluable insights into tailoring personalized solutions for clients based on their needs and context. Anand firmly believes in educating and empowering clients; thus, his expertise lies in demystifying investment concepts and breaking down technical jargon into layman's terms for everyday understanding.

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