Gain Better Understanding
Make Better Plans
About
Callie
👋🏻 Hello! I’m Callie
Financial Advisor
I help people find money that they are losing unknowingly and unnecessarily from their existing portfolio, then reallocate this money so that it can grow into more money 😎
And as a licensed TCM physician with a background in both modern and traditional fields of medicine + experience as a medical matchmaker for close to a decade, I also help to advise my clients in healthcare related matters from time to time
🏛 AGENCY ▶ finexis advisory
💪🏻 SPECIALTIES ▶ Portfolio Analysis and Optimization; Healthcare related insurance
🔥 INTERESTS ▶ food hunts, meeting people (old and new), checking out health and wellness news, learning about investment and other money hacks, organizing events
📞 CALL (for free) ▶ click to call (internet call)
📧 E-MAIL ▶ [email protected]
🤝🏻 MEETING LINK ▶ schedule one here
🏛 AGENCY
finexis advisory
💪🏻 SPECIALTIES
Portfolio Analysis and Optimization; Healthcare related insurance
🔥 INTERESTS
food hunts, meeting people (old and new), checking out health and wellness news, learning about investment and other money hacks, organizing events
📞 CALL (for free)
Click to call (internet call)
📧 E-MAIL
[email protected]
🤝🏻 MEETING LINK
Schedule one here
My Journey into Financial Advisory
From healthcare to holistic care
Hisui
Modernising TCM
Traditional medicine has wonderful healing benefits but it can be difficult for the average person to incorporate it into his/her daily life.
So I set out to modernize certain formulas into forms that are easy to use.
This way, more people will be willing to give it a try and benefit from the wisdom of our ancestors and the wonders of Mother Nature.
TCM Physician
Helping Patients
Being able to help patients brought me a lot of joy but a lot of stress as well.
I felt that there was a disconnect between what I can do for them using TCM as a complementary treatment and modern medicine.
This led me to explore other approaches so that I can provide my patients with the best possible care within the limits of my abilities.
SENS
Medical Matchmaker
That’s how I went into medical matchmaking, where I match patients to their Dr Right.
During the course of my work, I developed a systematic process so that every patient who comes to me will be well taken care of during their entire patient journey with us.
From pre-treatment consultation through post-treatment follow up, we take care of everything so that our patients and their families can have peace of mind.
finexis advisory
Financial Advisor
My first foray into financial advisory was during my time as a medical matchmaker. One of the most important steps in our medical matchmaking process was financial counselling. It helps patients identify and assess their financial situation, develop a plan for managing expenses, and make informed decisions about their treatment options.
As a licensed financial advisor now, I’m even better equipped to serve my clients now in both their health and wealth by using the same systematic approach (that I call the OARS™ System) to help my clients with holistic financial planning.
OARS™ System
OARS is more than just an acronym. It defines the relationship I aspire to have with my clients: one in which we work together for their long-term financial wellbeing.
Financial planning is a lifelong journey, and like the oars of a boat, my job is to help my clients navigate their way through obstacles and guide them to their destination.
Optimize
find out where you may be losing money unknowingly and unnecessarily
Analyze
identify blind spots, work with your money personality and strategize efficiently to achieve your goals
Review
making sure we are on track and making adjustments where necessary
Support
a team to be there for you and ensure you will never walk alone
Testimonials
What my Clients said
Super organized and meticulous! I love working with Callie. Superb attention to details and very clear instructions every time! She explains things in a way that makes it easy to understand and follows up on everything she has recommended so I know exactly what I’m getting into.
Callie genuinely likes helping people. I can tell just by listening to her logic and what goes through her mind as she explains her suggestions and recommendations. She’s very knowledgeable in the areas that she works within and is never pushy. V good service!
Ready to start building a stronger financial future?
I would love to meet with you