Chris Lee

Senior Financial Consultant

Specialisation

Asset Management
Child Education Plan
CPF Investments
Estate Planning
General Insurance
Investment Portfolio Advisory
Life Insurance
Retirement Planning
Employee Benefits
Keyman Insurance

Motto

Empower your clients by strengthening their finances step by step.

Group

Wealth Prestige

“Hard work and perseverance are the keys to success. You will also need a lot of discipline in order to make it in this field.”

Qualifications

Diploma in Industrial and Operations Management, Republic Polytechnic
Associate Estate Planning Practitioner (AEPP®), Estate Planning Practitioners Limited

About

Chris has been interested in the topic of finance and investment since his younger days. “Why is it important to plan ahead, and what does it take to grow your money?” These questions motivated him to join the financial advisory profession in 2015.

He started at an insurance company before moving to SG Alliance four years later because he wanted to empower his clients by giving them the freedom of choice. “Working at SG Alliance is more fulfilling as we are able to offer a fair balance of products that meets the needs of different clients, based on their budgets. It is definitely better for my clients instead of hard-selling products from a single company,” shares Chris.

What drives Chris is the ability to help his clients seize control of their lives with better financial planning, through adequate protection and investment. One memorable incident was when he handed over a $500,000 insurance claims cheque to a client who had been diagnosed with a terminal illness. This lump-sum payout eased the family’s financial burden significantly and enabled all three school-going kids to complete their education even though the family lost their sole breadwinner. Being able to offer hope and practical assistance to his clients reaffirms Chris’ belief that he is serving a good cause in his chosen profession.

Personal Passions

Chris loves to cook but he loves his wheels and driving even more! He is a member of several car clubs including the BMW F30 SG and the Euro Car Club SG. Pre-pandemic, Chris used to go on road trips to Kuala Lumpur with a bunch of car aficionados. Now he relaxes by driving on the highway at night with some deep house music to clear his mind.

Specialisation

Asset Management
Child Education Plan
CPF Investments
Estate Planning
General Insurance
Investment Portfolio Advisory
Life Insurance
Retirement Planning
Employee Benefits
Keyman Insurance
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