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
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:
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
As you will be able to receive advice and recommendations that are free from the influence of banks and insurance companies.
As you will have access and be able to tailor a strategy by using the best products across the different financial institutions with ease.