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As an Independent FA & CFP,

I work with young professionals to help them save time on their financial planning process and save money by avoiding costly mistakes that can impede their wealth accumulation progress.  

Daniel Lee Independent Financial Advisor Singapore

I Do So By Providing Them With...


Clarity On Their Financial Planning

So that they understand how they can accelerate their progress in achieving their marriage, property, children's education and retirement goals.


Save Money On Their Insurances

By testing for the sufficiency and efficiency of their insurance portfolio to ensure that they are not overpaying for what they need to protect themselves and their family.


Invest Profitably And Safely

By tailoring and managing a portfolio for them, so that they can achieve the right levels of returns that they need without exposing themselves to unnecessary risk.

Optimise Your Financial Plan,

Be Financially Free 5-10 Years Earlier!

As part of the holistic financial planning experience, you will receive tailored financial planning specifically designed based on your needs and financial goals which includes:


detailed calculation and clarity of your financial goals (property, children's education & retirement).


concrete strategies that you can adopt to accelerate your progress and achieve your goals.


insurance audit to test the efficiency of your insurance portfolio and identify cost-saving measures.


investment audit to improve the performance and suitability of your portfolio in relation to your goals.

Make Strides Towards Financial Freedom

book your free consultation and accelerate your progress today

Have you worked with an Independent Financial Advisor before?

Satisfied Clients, Successful Outcomes

hear what others have to say about their experience:

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