+65 9234 7537

Disclaimer and Privacy Policy

©2019 by DanConsultancy.

Analyzing Graphs

Tailoring a retirement plan

to your needs

Taking action towards financial freedom



I’ve been certified as an Associate Wealth Planner (AWP) since 2015 and licensed as an Independent Financial Advisor representative since 2017. 

Specializing in the area of retirement, I will help guide you in the areas of: 

  • Central Provident Fund (CPF)

  • Asset and Investment Management

  • Insurance & Legacy Planning

  • Taxation Planning



Enjoy private banking services without the net-worth restrictions

Retirement Planning.png


Formulating an actionable plan

Quantifying your retirement expectations

Deriving the source of income during retirement

Designing a step-by-step plan to achieve retirement needs

Insurance Planning.jpg


Optimizing your insurance portfolio

Quantifying your insurance needs

Consolidating your existing insurance portfolio

Comparing what you have with what's available in the market



Request or download the information you need for free


Download a free e-book on the basics of fund investing and portfolio management. Discover and learn about investing from a step-by-step guide.


Request for the quotation and comparison tailored to your needs for insurance, savings, retirement and annuity plans in the market today.

Investment Playbook by Daniel Lee.png
Health Insurance Comparison Cover.jpg
Retirement Plans Comparison Cover.jpg
Whole life insurnace comparison cover.jp

Daniel is meticulous and professional in tailoring a financial plan for what I want to achieve in the near future, where he took the effort to compare products across providers, drawn up three possible scenarios and advised products purely based on my needs/targets.


He is mature in his thought process and his experience with portfolio planning and investment really came through during the planning process. In addition, he went beyond and above to look through my father’s portfolio.


All in all, a dedicated financial planner who truly has his clients’ interests at heart.

Asher Chew

(Commercial Banking Analyst)