Meridian Global Advisory Pte Ltd to Integrate GoalsMapper at Enterprise Level to Strengthen Advisory Workflows and Client Experience

March 3, 2026 March 2, 2026

Meridian Global Advisory (MGA) has selected GoalsMapper as its enterprise-integrated platform to support structured, end-to-end advisory processes from financial planning and recommendation through to case submission.

This planned integration supports MGA’s focus on delivering holistic, client-centred financial advice by equipping its Financial Consultants with reliable, compliant, and scalable digital infrastructure. Once implemented, MGA’s Financial Consultants will utilise GoalsMapper as the official presales, financial planning and case submission platform, with cases flowing seamlessly into MGA’s backend systems.

By aligning MGA’s advisory framework with GoalsMapper’s enterprise-grade planning and presales capabilities, the integration will support disciplined advisory workflows that connect holistic financial planning, client decision-making, and submission processes, while reinforcing a shared commitment to long-term client outcomes.

Mr Dixion Liu, CEO of Meridian Global Advisory, said: “At Meridian Global Advisory, our focus has always been on putting clients first and delivering advice that is thoughtful, holistic, and sustainable over the long term. Integrating GoalsMapper at an enterprise level will strengthen how our Financial Consultants plan, structure, and support client decisions, while operating within disciplined advisory and compliance frameworks.”

Dato’ Wayne Chen Zaoxiang, CEO of GoalsMapper, said: “At GoalsMapper, we are committed to redefining financial planning by bringing clarity and structure to decision-making through technology and digital solutions. Meridian Global Advisory’s decision to integrate GoalsMapper at an enterprise level reflects a shared belief in ethical, holistic advisory practices. This collaboration builds on our experience working with financial institutions and advisory firms to support enterprise-ready solutions that simplify complexity and empower everyone to make better financial decisions.”

This planned enterprise integration is designed to provide flexibility while remaining aligned with regulatory and compliance considerations, supporting advisory practices that are sustainable, future-ready, and focused on doing right by clients.

The enterprise integration agreement was formalised at a signing ceremony held on 28 January 2026, marking an important step in strengthening advisory infrastructure and reinforcing the delivery of holistic financial planning for clients.