Your main point of contact to address financial questions and coordinate support from our broker and planner teams.
Receive a holistic review of your income, liabilities, assets, and financial goals to ensure you're on track.
We proactively assess your home loan to ensure you're not paying more than you need to — helping you save over the long term.
Plan ahead with our EOFY check-up. From tax tips to cash flow planning, we’ll guide you toward smarter decisions before the year ends.
Designed to give you clarity, confidence, and proactive financial support — without the premium price tag.
Enjoy direct access to both your mortgage broker and financial planner — no more disjointed advice.
We reach out to you at key financial milestones to ensure you stay on top of your finances.
Our goal is to remove the barriers to accessing high-quality financial planning — so we’ve made it simple and cost-effective.
Exclusively for XIN Mortgage and XIN Wealth clients who value ongoing financial support.
Clients looking for ongoing financial guidance without the commitment of a full premium program.
Ideal for busy professionals or families — our team proactively delivers comprehensive financial reviews and flexibly works around your schedule.
financial support
financial reviews
100+GSTLoan & Planning Support
EOFY Check-In
We check in at key financial milestones
Cancel anytime, no lock-in