Tell me what you want

and I will show you how to get it

(financially of course)

As an Independent Wealth Management Consultant, I will provide you with a blueprint that you can follow to get the things you want to have and the life you want to lead. 

When planning meets implementation


Speed up your financial planning process with the proprietary system designed to tailor a plan for you.

search (1).png

Implement only the best solution that is compared and selected across the entire industry. 


Enjoy a seamless experience. Receive direct guidance and support throughout the entire journey. 

Schedule an online

introductory meeting

or pm me directly:


Thanks for submitting! I'll reach out to you in the next 24 hours!

A tailor-made blueprint for your financial success

Don't just take my word for it

"Daniel puts in effort and time to understand me as a person so as to aid him in formulating the best financial planning strategy that is aligned with my goals."


"Would safely say that he is definitely one of the best advisors I’ve spoken to due to his top-notch professionalism. He is definitely not pushy when it comes to his recommendations"


"Daniel is meticulous and professional in tailoring a financial plan for what I want to achieve in the near future. He drew up three different scenarios and advised purely based on my needs"


you are in the safe hands of a trusted advisor


Connect with Daniel Online

and stay updated with future updates!

daniel lee linkedin.png
daniel lee instagram.png