Finalyst is a cutting-edge financial planning platform that empowers financial planners to deliver actionable advice and build lasting relationships with clients. With best-in-class tools and goal-oriented planning features, we pave the way to financial success and help clients achieve their dreams.
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Are you a financial planner or agent looking to take your game to the next level and deliver winning financial advice to your clients? Look no further than Finalyst!
Our cutting-edge platform empowers financial planners like you to easily analyse your clients' financial health and provide them with clear, simple, and actionable advice. With Finalyst, you'll have access to best-in-class tools and visualisations that make it easy to perform both basic and complex financial projections based on existing financial information.
Our goal-oriented planning features enable clients to define their financial goals and visualise the pathways to achieving them. This means you'll be better equipped to make informed financial recommendations and participate in the process of growing wealth and realising your clients' dreams!
But Finalyst isn't just a powerful financial planning tool - it's also designed to help you build long-term, rewarding relationships with your clients. Our platform creates more opportunities for quality engagement, enabling you to provide top-notch service and become a trusted advisor to your clients.
So why wait? Subscribe today and see for yourself how Finalyst can take your career to greater heights. With Finalyst by your side, you'll be delivering winning financial advice and building lasting relationships with your clients in no time!
Eric Foo
Co-Founder
Eric provides strategic leadership and industry expertise at Finalyst.
With over 15 years of expertise conducting comprehensive analysis of client needs, Eric is a highly skilled finance professional. His services range from mass affluent, corporations, and provides strategic financial recommendations to achieve their objectives.
He currently oversees a burgeoning investment portfolio, advising clients on products and exploring investment opportunities to maximize profits and foster long-term relationships. Due to his finely honed expertise in investment trends and tools, he demonstrated competence in counselling clients on tailored, productive financial strategies. Hence, earning him numerous accolades as a top notch financial planner.
He graduated from Curtin University of Technology in Bentley with a Bachelor of Commerce in accounting and financial planning and was qualified as a Certified Financial Planner (CFP). This extensive experience overseeing strategic financial planning, combined with his inherent understanding of the needs of professional financial intermediaries in the marketplace, he is ready to fuel your interest in Fintech, the digital transformation of financial planning in the ‘new normal’ era.
Casper Foo
Co-Founder
Casper leads business development and public relations at Finalyst.
Casper began his career in the insurance industry. Fueled with a passion in finance and thirst for knowledge, he set out to expand his career and successfully achieved Certified Financial Planner (CFP) accreditation in 2014. Casper also possesses a level 1 certification as a Chartered Financial Advisor (CFA)
With over 12 years of experience providing financial planning and advisory services, Casper regularly speaks publicly on issues relating to financial planning.
Casper is also an enthusiast in the digital startup space, and desire to be involved in the startup ecosystem saw him conceptualise and launch Sandbox, a co-working space focused bringing together like-minded entrepreneurs to elevate their potential through synergistic partnerships.
After years of collaborating and partnering with multiple startups and executives, he has gained invaluable experience in building and organizing companies to achieve success.
TJ Tee
Co-Founder
TJ oversees development of product and technology at Finalyst.
On a day-to-day basis, he plays a pivotal role in leading the team in product design and technical development. His wealth of experience in the digital space and understanding of user-centered design has enabled him to create, launch and grow numerous digital products successfully.
He was directly involved in the launch of digital products with a combined downloads total of over 3 million worldwide.
With over 20 years of experience in the digital space, TJ began his career in the digital agency industry, working closely with top-tier clients such as L’Oreal, Maxis, Toyota, Sony and Petronas. Today, he co-leads a software development company that serves clients from a diverse range of industries such as retail, technology, entertainment, media, finance, property, FMCG, and hospitality.
Download the Finalyst mobile app and start planning your way to a brighter financial future!
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