Infinity Financial Advisory Pte Ltd · FA Licence No. FA100087 · Member of Ascend Asia Group

Infinity Aurelis · Singapore

Build the financial future you have been planning for.

Infinity Aurelis is a branch of Infinity Plus, a group representing Infinity Financial Advisory, a licensed and independent firm serving over 50,000 clients in Singapore. We help individuals, families and business owners protect what matters, grow wealth steadily, and pass it on intact.

  • FA Licence No. FA100087
  • Member of Ascend Asia Group
  • 50+ product partners
Supertree Grove at Gardens by the Bay, Singapore

Infinity Financial Advisory at a glance (figures as at December 2025)

50,000+ Clients served
50+ Product partners
100+ Years combined experience

What we do

Advice across your whole balance sheet

Most people meet an adviser for one product and never get the full picture. We start with the whole position: income, cover, CPF, investments, liabilities and obligations. Then we advise on the parts that need it.

Risk Management & Protection

Life, critical illness, disability and medical cover sized to your actual liabilities, then compared independently across the firm's 50+ partner insurers.

  • Needs-based cover analysis
  • Existing policy review
  • General insurance services

Retirement Planning

Model what your retirement will actually cost, then build the income streams to meet it, including CPF and SRS planning.

  • Retirement cash-flow modelling
  • CPF & SRS optimisation
  • Guaranteed income layering

Investment Planning

Portfolio construction across platforms and asset classes, matched to your time horizon and risk tolerance rather than to a single provider's shelf.

  • Goal-based portfolio design
  • CPF Investment Scheme
  • Scheduled rebalancing reviews

Children's Education Planning

Fund tertiary education on a realistic timeline without quietly derailing your own retirement in the process.

  • Tertiary education funding
  • Endowment & savings plans
  • Inflation-adjusted targets

Estate, Legacy & Succession

Wills, trusts, nominations and business succession, structured so your legacy goes where you intend and coordinated with your lawyer.

  • Will writing & trust setup
  • Nomination review
  • Business succession planning

Corporate Solutions

Employee benefits, keyman cover and corporate pension for growing businesses, plus advice on how company reserves are held and deployed.

  • Employee benefits scheme
  • Keyman insurance planning
  • Business cash & reserves management

Who we work with

Advice shaped around where you are

Between us we cover the full arc, from a first policy through to a succession plan, and any of our consultants can take you through any part of it. The starting point is simply whichever of these sounds most like you.

Young families and parents

First protection policies, education funding, and the squeeze of supporting children and parents at the same time.

Professionals and business owners

Building a portfolio, CPF and SRS planning, then keyman cover and employee benefits as a business grows.

Approaching retirement

Turning what you have accumulated into income, then settling wills, nominations and succession so it passes on intact.

About us

A boutique team inside an independent firm

The firm

Infinity Financial Advisory

Infinity Financial Advisory Pte Ltd is a value-driven financial advisory firm licensed by the Monetary Authority of Singapore (FA Licence No. FA100087) and a member of the Ascend Asia Group.

Because the firm is not tied to a single insurer or fund house, its representatives compare solutions across more than 50 partners. These include AIA, Manulife and FWD for protection, iFAST and Tiger Brokers for investment platforms, and DBS, OCBC and UOB on the banking side.

The firm's stated vision is to be "a leading and reliable advisor for our clients, assisting them in achieving their financial planning goals through optimised solutions and clear guidance."

Our consultants

Meet the people behind the advice

Each consultant below is a licensed representative of Infinity Financial Advisory, with their MAS representative number shown. Email or WhatsApp them directly.

Mandy Lin

Associate Director (Financial Services)

MAS Rep. No. LXM100041356

Mandy helps individuals and families make confident money decisions for today and for the generations ahead, specialising in financial, retirement and estate planning: protecting what matters, growing wealth steadily, and making sure a legacy goes where it is intended. Mandy also leads the Infinity Aurelis team of consultants.

  • Infinity Top Financial Services Manager, 1st Place 2024
  • Estate & Succession Practitioner (ESP) 2025
  • Million Dollar Round Table 2025, 2026
  • Estate planning
  • Business succession
  • Retirement
  • Corporate risk

Clarence Lai

Associate Director (Private Wealth)

MAS Rep. No. LMH300523125

Clarence has earned a reputation for helping clients achieve their financial goals through a holistic and comprehensive approach, on the understanding that every situation is unique and requires a tailored solution. With a deep grounding in estate planning, will writing and trust setup, Clarence has helped clients structure their assets and plan for their legacy.

  • Court of the Table (COT) 2023, 2024
  • Million Dollar Round Table 2022
  • Private wealth
  • Trusts & will writing
  • Corporate investment
  • Employee benefits

Emily Chia

Executive Wealth Manager

MAS Rep. No. ECY300131708

Emily has spent the past decade in financial planning, working with individuals and in particular with parents of young children and hardworking professionals. Whether a client is building for a family's future or managing tight finances as part of the sandwich generation, Emily guides them through each step.

  • Million Dollar Round Table 2019, 2024, 2025, 2026
  • Young families
  • Education planning
  • Sandwich generation
  • Protection

How we work

From first meeting to ongoing review

The first two steps cost you nothing and commit you to nothing. You will know what we charge and how we are paid before any recommendation is made.

  1. 01

    Discovery

    We understand your family, your obligations and what you want your money to do. No products discussed.

  2. 02

    Blueprint

    We map your position across cash flow, CPF, existing policies, investments and liabilities, then identify the gaps.

  3. 03

    Implementation

    You receive a written recommendation with the reasoning, the costs, and the alternatives we considered and rejected.

  4. 04

    Review

    We meet again as your circumstances change, to rebalance and update the plan, with your policies and portfolio visible in the firm's i-NITIATE® app.

Client experiences

In their words

What had been holding me back from investing is my fear that I will not have enough money for a 2nd child and my new house in the years to come. Being able to visualize a healthy surplus in funds after factoring future goals really boost my confidence that I am able to start investing now.

Nicholas OngManager · Client of Clarence Lai

I have been working with Emily Chia for the past 10 years… She has been very professional all these years, helping me to build up my portfolio for financial security. She had even helped to recommend a diverse range of products according to my requests, and all her research shows.

Alvin SohAirforce Engineer · Client of Emily Chia

Mandy Lin has been my advisor for the past 20 years. She has been very professional and pro-active to my wealth management needs, and has offered very sound financial advice. I appreciated how she went out of the way to find someone who could explain legacy planning in dialect to my parents. This type of personal, mindful assistance is what sets Mandy apart from others. Highly recommended!

Dean PehHead of Planning, SAF · Client of Mandy Lin

Clarence is very patient, understanding and passionate in discussing with me my financial situation and he has helped me tremendously in deciding on a very practical financial plan… I have since referred Clarence to my friends and son as I am assured of his professional service.

Richard TanAVP Investigation, Training & Safety, SATS · Client of Clarence Lai

Emily has been my family insurance advisor since I started my first job. That was more than 10 years ago and to this day, she is still the same reliable and dependable person that we have always known her for.

Jervis LimCompliance Officer · Client of Emily Chia

Mandy Lin has been my trusted friend and financial advisor for the past 17 years. She always has a heart for her clients which is important for me as she understands the life stages that I went through and recommended appropriate policies for me which was very helpful. I would definitely recommend Mandy to anyone who is looking for an advisor who looks after your interest.

Ally OwVice President, Deutsche Bank · Client of Mandy Lin

Testimonials reflect the experience of individual clients and are shared with their consent. They are not a guarantee of future results, and the suitability of any recommendation depends on your own circumstances.

Get in touch

Start with a conversation

A first meeting is a conversation, not a sales appointment. Thirty to forty-five minutes, in person or by video, and you leave with a clearer picture whether or not you engage us.

Request a consultation

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