About EXO

Edmund's Foreword

At EXO, we believe in building teams that lift each other up, not tear each other down. We create an environment where people thrive together, where collaboration is the norm, and motivation comes from purpose—not pressure.

And above all, we put clients first. Always.

What we’ve built didn’t happen overnight. It was shaped in the tough moments, and by the people who stayed the course.

To our core team, who stood firm through the early days…
To the advisors, who believed in doing good work…
And to the clients who’ve trusted us with your financial futures—
THANK YOU

Now that we’ve learned how to run a better team, I believe we can help reshape the industry too. The stage is set.

Now, it is up to us.

EXO Major Milestones

From a shared vision to industry leadership, EXO’s milestones reflect our commitment to growth, collaboration, and delivering real value—demonstrated by our consultants’ rising average productivity year after year, even in the face of challenges.

2024

crossed $15M production with team expanding beyond 80 FCs

2020

maintained at $10mill production, in spite of Covid and team down-sizing (this means per FC productivity increased)

2018

crossed $10mil production with 70 FCs

2016

crossed $5 mil production

2013

crossed $1mil production

2011

started EXO Advisory Group with 2 managers and 11 FCs

2009

Edmund as the youngest branch director

About EXO Core Team

We are a team of individuals who wants to change the financial services industry. We believe that our clients deserve better advice and service; our advisors deserve greater pride and respect for the work they do, and that the workplace should be a platform for learning and growth. To achieve our Mission, we work hard to build and maintain a culture that encourages learning, growth and performance in our people, and we co-create support systems for our consultants, so that they can do their best work for their clients.  

When we are not busy working on our goals and aspiration, we are just regular people with our unique quirks and peeves! 

Mouse over to learn about our Strengths and interesting facts!