ABOUT DANIEL LEE

How you can attain the results you need by employing my expertise

You can leverage on my skill, experience and knowledge.
A Little Bit About Myself:
  • 6 Years Investing and Financial Planning Practitioner​

  • 11.94% Returns Per Year Delivered Till date​ (CAGR)

  • Awarded Associate Wealth Planner since 2015​

  • Graduating from Singapore Management University (2020) with Highest Distinction

How Will This Benefit You?:
  • Save time. As you will be able to easily acquire the necessary information, system, and process to help you identify areas to focus your attention and resources on.
     

  • Save Money. As you will be able to prevent costly mistakes such as buying the wrong product or investing in the wrong markets. 

 
You can finally find someone that represent YOU and your interest

As an Independent Financial Advisor, I am not working for any banks or insurance companies. ​

I do, however, have access to the product and support of these companies through an intermediary known as

Promiseland Independent.

What this means is that I am not obligated to sell products from any banks or insurance company in the market.

How will this BENEFIT you:
Convenience

 

As you will not need to spend:

  • months trying to understand complex industry jargons

  • weeks reading through lengthy policy documents and fund fact sheets

  • days talking to multiple agents just to get the information you need

Objectivity

As you will be able to receive advice and recommendations that are free from the influence of banks and insurance companies. 

Flexibility

As you will have access and be able to tailor a strategy by using the best products across the different financial institutions with ease. 

Find out more about exactly what I can do for you
Get in touch with me today!

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©2019 BY DANIEL LEE