Dynamix Group was born when a group entrepreneurs decided to venture on a journey towards a common vision and success.
We aim to provide a one-stop solution for all our personal and business clients, from risk management, wealth accumulation to sales training.
The term Dynamix comprised of 2 key words; Dynamic & Mix.
WHO WE ARE
We are more than just your financial adviser.
We believe in walking together with our clients as they journey through their life milestones.
We grow with our clients and protect what is most important to them.
We are #OneDynamiX.
Preferred entrepreneur agency empire with 500 dedicated and trusted advisers
Provide unique and comprehensive financial advisory and services to assist clients to journey towards their financial excellence.
WHAT WE DO
DynamiX Group focuses on investments as their core business while employing a variety of insurance products as a risk management tool to ensure clients will reach their financial milestones.
We advocate a Total Portfolio Advisory (TPA) approach which is a four-step approach comprising:
- Investment Objectives Setting
- Asset Class Allocation
- Production Selection
- Performance Review
It is through this constant review of the TPA approach that we are able to align their needs and expectations.