Since 2019, I've been actively involved in crafting and enhancing portfolios for more than 200 valued partners, ensuring they align with their enduring financial objectives.
As a member of the Million Dollar Round Table (MDRT), a group that represents the top 10-15% of global financial advisers, I use this distinction humbly to safeguard lives and family finances. My focus is on helping individuals accumulate and grow their hard-earned resources, and in distributing the assets they have built over a lifetime to the next generation with clarity.
Curious about insurance, investments, retirement planning, and more? My team and I are here to help! Feel free to reach out with any questions you may have.
Recognizing that individual needs vary, we are dedicated to actively listening and comprehending your specific requirements and timeline during our first consultation.
Subsequently, we allocate 4-6 professional hours to tailor solutions that improve your current portfolio. This unique business approach has garnered significant respect and loyalty from our esteemed clientele.
We are looking to hire cheerful and motivated young individuals who are not only caring but also thrive on continuous learning. If you or someone you know matches this description, don't hesitate to reach out for a friendly coffee chat!
There exists a plethora of valuable insights that I am eager to share with my esteemed clients. However, the limitations imposed by time constraints during a single appointment have compelled me to allocate time for curating my own exclusive newsletter, designed to maintain consistent communication with you.
Unlike numerous others, I refrain from outsourcing this creative endeavor to any third party. I hold steadfast to the principles of originality and strive to infuse a personalized touch reflective of my unique persona.
Our commitment to your satisfaction goes beyond the services we provide. We want to create a memorable and exceptional experience from day one. Whether you're enhancing your existing coverage or being referred by your friend, your partnership with us will start with a delightful surprise.
Conflict often emerges when loved ones grapple with unclear instructions left behind. One day when you pass on, we will help you to keep together what you have used a lifetime to put together, leaving a legacy behind for future generation. This is achieved through the creation of legally sound documentation, including:
1 in 2 healthy Singaporeans aged 65 could become severely disabled in their lifetime, and may need long-term care. It is further estimated around 3 in 10 could remain in severe disability for 10 years or more.
Find out how you can maximise your CPF to get yourself a cashless upgrade!
We offer travelers a sense of assurance through our distinctive In-house 24/7 customer service support, ensuring peace of mind throughout their journeys.
Feel free to contact us if you cannot find an answer to your question.
The consultation typically lasts for a duration of 45 minutes, and it is completely free of charge. Our aim is to provide you with valuable insights and recommendations without any financial burden.
We firmly believe in the importance of professionally tailored financial solutions. In our initial appointment, there is absolutely no obligation to make a purchase. We prioritize conducting a thorough fact-finding process to ensure the best recommendations are provided.
Once we receive your inquiry form, our dedicated administrative team will reach out to you within two working days via a phone call and/or WhatsApp to gather further details.
We offer both in-person and virtual consultation options. During the initial contact, kindly specify your preference, and we will accommodate your choice accordingly.
Yes, we understand that our clients have diverse schedules, and we strive to accommodate your convenience subject to availability.
It is never too early to get started on your planning. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: By appointment/ Invites only
Lee You Jie 李友杰
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