Grace Tong
Associate Director at Finexis Advisory
I had the privilege of starting my career at an investment bank, where I learnt the importance of quality, premium service and a strong work ethic. Wanting a career where I could work more closely with people while continuing my pursuit of financial knowledge, I moved into financial planning in 2018.
Since then, I’ve journeyed with hundreds of individuals and families, and learnt that no two journeys are the same. To me, good financial planning starts with understanding what truly matters to you, then having the clarity and choice to personalise solutions around your needs.
With access to a wide range of solutions across insurers, investments and financial partners, my focus is simple:
what makes the most sense for you.
This journey has also shaped what #GRAceTITUDE means to me -planning with gratitude for the people who matter, and building relationships I’m grateful to have.
More than anything, I hope to be a trusted adviser you can turn to through the different seasons of life ❤️
Accolades
1X Million Dollar Round Table (MDRT)
4X Court of the Table (COT)
2X Top of the Table (TOT)
Credentials
Finexis Advisory Associate Director
B.A in Economics (with Honours)
B.Eng in Aerospace Engineering (with Honours)
Our Clients Say
Hello! Thanks to Grace's patience, I gained many valuable insights with regards to my financial planning and how to safeguard myself with the different plans that can be customised (to a certain extent) based on my life priorities. Grace is very responsive to all my queries and requests, never expressing any unhappiness even when I changed my mind about certain plans. What's even more valuable is that she went above and beyond to highlight to me the impact /risk to my decision. I feel very comfortable to share my concerns with Grace and also leave my insurance planning in her good hands :)
Qian Qi
Investment Bank HR