Services

Looking for someone to provide an independent advice of your investments or insurance? If you belong to one of the following group of people, I might be able to help you:

  • Young working adult who has just entered the work force and are looking to get yourself adequately insured.
  • Busy professional who has no time to manage your own insurance and investment portfolio.
  • Would like to get more insurance but have some underlying medical conditions that make it difficult or tricky to do so.
  • High networth individual looking for someone to help you manage your wealth.

Qualifications/Bio

I’m an authorized representative of a financial institution which is licensed by the Monetary Authority of Singapore (MAS) to provide financial advice to the public on collective investment schemes and life policies.

  • Bachelor in Engineering (2nd upper honours) - National University of Singapore
  • Master of Engineering – National University of Singapore
  • PSC scholarship recipient
  • Diploma in Financial Planning – Singapore College of Insurance
  • Chartered Financial Consultant® designation. The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.
  • Elected director on the management committee of Mensa Singapore.

If you like to explore the possibility of engaging my services, please  click here to contact me for more details or to arrange for a non-obligatory discussion. There is no charge for this initial discussion and it will be held in my office located near the CBD.

Permanent link to this article: http://www.martinlee.sg/services/