Full financial planning & analysis

Draft out a step-by-step financial plan that you can implement today!

Draft out your Financial Plan today! 

Personal Data Protection Act 2012:

By submitting the form, you automatically consent to allow Daniel Lee to contact you using the provided email and phone in relation to the inquiry subject matter. 

What's next?
Fill up the form
Tell me what you want to focus on
Draft out your financial plan and implement it
Q. Why do you need my number?
As an advisor, I need to know exactly what you are looking for. That way, I can ensure that the information provided will be relevant to you and prevent misinformation!
Your Retirement Plan:

Here's a sample of a detailed step-by-step retirement plan that you will receive:

Your Investment Plan:
Let me help you do the math!
Hear what others have to say

I approached Daniel to plan out the details and spell out the options available to me pertaining to my plans to settle down and purchase a property here in Singapore.


It was an absolute pleasure working with Daniel towards the planning of my finances. He thoroughly explained each and every detail and was very patient with all the questions. Even though I have not much income to start with, he treated me the same level of service as you would expect towards a more well-off individual.


I am extremely pleased with the services would definitely recommend you to engage him should you need help in planning for your finances.

Heng Zhi Liang

Manager @ 

Lucky Khoon Bathroom Studio

Daniel is assisting me in the management of my financial portfolio. He is a really meticulous person, who takes the time to do a thorough analysis of my financial portfolio. When it comes to both insurance and investment portfolio management, Daniel provides easy to understand explanations for any novice and doesn’t burden you with the technical jargon.

From my experience working with him, I can tell that Daniel doesn’t believe in a one size fit all approach. Because of that, He approaches every client uniquely, to better cater to their needs. I would definitely recommend him to anyone who is keen on maintaining or even expanding their financial portfolio.

Marcus Goh


Draft out a step-by-step financial plan
that you can implement today!
  • Black Facebook Icon
  • Black Instagram Icon
  • Black LinkedIn Icon