Biography

Thomas used to help run his own family business for 5 years, before deciding to take a leap of faith into the Financial Advisory industry, whilst his daughter was only 5 months old.

As a father himself, Thomas understands that bringing up a child can be costly. Balancing own lifestyle and retirement needs, versus a child’s needs become a constant struggle. With the help of finexis’ platform, parents with a limited budget like him will be better positioned to achieve a harmony between their protection, wealth accumulation, and child’s growing up needs, without sacrificing life’s little pleasure.

Being a family-centric man himself, Thomas has gone on to impact more than 30 families in his first 2 years with PPPartners by identifying and solving financial, as well as legacy blind spots commonly missed out by his clients. He has also achieved his dream of having more time with his family in the process, and has grown not just his financial advisory business, but also his family with another son!

 
 
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Principles & Values

Understand and listen attentively to his clients garnered and earned Thomas's trust from all his clients and their network.

Having had a bad experience with consultants who push products without understanding if clients can afford or even require it, Thomas prides himself in prescribing cost-effective solutions suited to the needs of individuals or families.

Thomas is clear that there is simply no one size fits all solution because every individual and every family is truly unique.

With this focus in mind, Thomas believes a consultant-client relationship should not be purely centered around financial planning, but in building a long-term win-win partnership with people he has had the opportunity to serve and impact.

 
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“Work-life balance is only possible for those who work 9-6. Instead, I seek to achieve work-life integration, because both my work and my family form part of my life and are equally important to me.”

- Thomas tay

Clients’ Endorsements

Thomas Xiulong Testimonials

“When I first got to know that Thomas decided to become a Financial Advisor, it was coincidental that I was also pondering over my insurance coverage, whether I was insured enough, or if I had enough investments for my retirement. I felt that I needed to seek some advice and decided to speak to him. As we knew each other beforehand, it was a straightforward chat that eventually led to me choosing him as my Financial Advisor. He helped me increase my coverage and investments that were within my budget and were not pushy in promoting the financial products, ensuring I do not overcommit myself. I am thankful for his help, and I will definitely recommend his services to anyone who is looking for a reliable, honest, and trusty Financial Advisor. “

- Edmund

"Initially, I only wanted to know more about the maternity insurance plans that are available in the market for my wife, who is pregnant with our second child. However, by the end of the session, I was confident and comfortable to have Thomas do a financial review of all the insurance policies of my family. The perspectives he offered are innovative and fresh. Throughout the candid sharing, I feel his sincerity through the honest advice that was catered was to my priorities and circumstances."

- Zong Wei

“Thanks for the clear, holistic sharing and tips! The sharing session gave us more perspective on what to expect and the financial options that we have. This came especially timely just before our new baby girl arrive.”

- Hui Min and JR

 

THE KEY TO SUCCESS IS NEVER ABOUT THE HOW.
THE KEY TO SUCCESS IS KNOWING WHY YOU ARE DOING WHAT YOu ARE DOING

 
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