Welcome To Eunice Lee's Webpage
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Dear Clients and Friends,
I believe in working closely with you to help you save and protect you and your family with professionalism, honesty and integrity.
Insurance plans are used to provide protection against life’s contingencies and catastrophes. If you get the plans, you will have the peace of mind of knowing that you and your family are protected.
Insurance based financial planning is a mechanism of transferring economic risk to the insurer and a way of accumulating wealth. (And a way to financial independence).
Throughout our lives, we have to make many financial decisions/planning at different phases.
Financial Planning constitute:
- Wealth protection
- Wealth accumulation
- Wealth management
- Wealth distribution
Starting financial planning early is key to financial security.
"Long-term planning does not
deal with future decisions, but with the future consequences of current decisions."
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| ~ Gary Blair |
For my clients, it has been my pleasure serving you. Thank you for the opportunities to discuss and to understand your needs. For my friends who are not clients yet, I am happy to be of service. As my client, you can be assured of my utmost effort to meet your present and future needs.
Meanwhile, if I can be of assistance to someone you know, who could benefit from my professional service, please give his or her name(s) and contact details to me. I will be happy to provide the same level of service to them, as you had found satisfactory.
Wishing you good health.  Thank you and may God bless you richly.
Professional Qualification
- Diploma in Management in Studies (SIM)
- Certificate in Financial Planning
Professional Organization
- Member of Insurance and Financial Practitioners Association of Singapore
Professional Achievements
- Member of NTUC Income Summit Club
- Member of Million Dollar Round Table (USA)
- Nominated for top 36 adviser in 2006
- Currently pursuing Fellow Chartered Financial Practitioner (Fchfp)
Eunice Lee
me@income
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