Xperience

Meet Your Team

Welcome to our dedicated team, committed to guiding you through every step of your financial journey. We pride ourselves on providing personalized service and expert advice to help you achieve your financial goals.

We look forward to working with you and helping you achieve your financial aspirations.

Xlitude is a group of financial adviser representatives who are passionate in educating people around us on financial planning. We believe that everyone deserves to live with dignity and not rely on charity in their lifetime. And the only way to do this is through financial literacy. 

Just like how education could be one way out of poverty, financial education is no doubt, one of the strongest weapon against income inequality. 

Hence, our mission is to assist as many responsible people as possible, and guide them in giving themselves and their love ones the best in life! 

Cheers!

Liu Xinlin, Pioneering Xlitude Group


On behalf of all Xlitude Members

Achievements of Xlitude Over the Years

We are deeply commited to fostering  win-win relationships with our clients, where our success directly translates to their benefits. Together, we thrive and flourish, embodying the true spirit of partnership.

2020
- 30% Obtained (CHFC) title
- 20% Achieved Great Eastern Life Achievers Club Award
- 25% Achieved Great Eastern Life Achievers Club Convention
2021
- 2nd Runner up - Top A&H Team
- 10% Achieved Entre Planer
- 20% obtained Estate Planner Title
- 50% Achieved APFINSA Award
2022
- 2nd Runner Up - Top A&H Team
- 20% Achieved Entre Planner
2023
- 36% Achieved IDA
- 36% Achieved MDRT
- 14% Achieved COT
- 7% Achived TOT
- 20% Achived Entre Planner
2024
- The Journey is still ongoing
2020
- 30% Obtained (CHFC) title
- 20% Achieved Great Eastern Life Achievers Club Award
- 25% Achieved Great Eastern Life Achievers Club Convention
2022
- 2nd Runner Up - Top A&H Team
- 20% Achieved Entre Planner
2024
- The Journey is still ongoing ...
2021
- 2nd Runner up - Top A&H Team
- 10% Achieved Entre Planer
- 20% obtained Estate Planner Title
- 50% Achieved APFINSA Award
2023
- 36% Achieved IDA
- 36% Achieved MDRT
- 14% Achieved COT
- 7% Achived TOT
- 20% Achived Entre Planner

Your Team of Dedicated Financial Advisors

Pick your preferred advisor

Launch Your Dream Future with us

Unlock your potential and shape a future filled with endless possibilities with our mentors.

FAQs - General Enquiries

Here are some frequently asked questions that could help clear up any confusion you might have!

Risk Management Services, Wealth Management Services, General Insurance Services, Corporate Solutions Services and more. 

Check the full services over here

A lot of people seek quick fixes for their financial challenges, but when it comes to comprehensive financial planning, the reality is that everyone has different needs and desires.

Just as a doctor diagnoses and prescribes personalized treatment based on a patient’s unique medical history and needs, a financial advisor assesses your individual financial situation, goals, and risk tolerance to recommend tailored solutions.

We prioritize understanding your needs and crafting personalized financial plans that align with your aspirations and lifestyle.

  1. Discovery:
    We initiate our journey with insightful discovery calls, where we listen attentively to your aspirations, concerns, and financial goals, laying the foundation for a personalized strategy.

  2. Creating a Personal Connection:
    We build a close connection, making sure your plan reflects your unique needs and dreams.

  3. Tailoring a Personalized Solution:
    Drawing upon our expertise and your individual circumstances, we meticulously craft a tailored financial plan designed to align with your aspirations, mitigate risks, and maximize opportunities.

  4. Implementation:
    With precision and care, we guide you through the implementation phase, translating our recommendations into actionable steps to set you firmly on the path towards financial success.

  5. Scheduled Reviews:
    Our commitment extends beyond the initial plan as we conduct regular reviews, assessing progress, adapting strategies, and ensuring your financial plan remains agile and responsive to life’s changes.

FAQs - Aspiring Partners​

Here are some frequently asked questions that could help clear up any confusion you might have!

We provide you with …

✅ Dynamic environment fostering professional growth and supportive community

✅ Elevate your earnings and achieve financial success

✅ Flexible working hours

✅ Year-End incentives

✅ Personalised one to one coaching

✅ Minimum age of 21 years old
✅ A Singaporean Citizen or Permanent Resident of Singapore
✅ Completed National Service obligations (for male applicant)
✅Highest qualification: Local Diploma or University Undergraduates

❌ Not a current or discharged bankrupt
❌ Without unsecured financial obligations, besides study loan
❌ Not under any scholarship or bonded by any government Ministry or corporate body

It’s crucial to have the certifications such as 

✅CFMAS M9

✅CFMAS M9A

✅RES M5

✅CFMAS M8

✅CFMAS M8A

✅ Coachability

✅ Resourcefulness

✅ Enthusiasm and a positive attitude

✅ Driven and passionate about their work

✅ A strong sense of initiative and a proactive approach to challenges

✅ Training in Client Acquisition Strategies

✅ Warm Market Prospecting

✅ Social Media Marketing

✅ Referral Programs

✅ Ongoing Support and Mentoring

Essentially, our approach focuses on teaching you how to fish instead of just giving you fish. We aim to empower you to succeed in client acquisition and grow your business sustainably, rather than simply providing leads.

Yes, there are opportunities for advancement and career growth within our company. Career advancement within our company includes various pathways, such as roles in social media specialization, investment expertise, or business strategy. 

 

These pathways offer opportunities for individuals to grow and excel in their chosen areas of focus, whether it’s leveraging social media platforms effectively, becoming an investment specialist, or developing strategic business acumen. 

 

We support career development by providing training, mentorship, and resources tailored to each pathway, enabling our team members to achieve their professional goals and contribute significantly to our organization’s success.

If a picture is worth a thousand words, then could a video be worth a million? Let’s explore what our current advisors have to say. See what our Advisors have to say!
  1. Haishan
  2. ZhiYu & Walt 
  3. Jeremiah
  4. Isaac Goh
  5. Geraldine Er
 
 
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Still Have Questions?

Contact us for more information