Hi, I’m Chloe Lee
a
Licensed Financial Planner.
Professional Financial Planner.
I use my professionalism to write your life story.
What I Do
Assessment Current Financial Situation
Engagement Services
Goal Setting
Engagement Services
Financial Diversification Strategy
Engagement Services
Advise, Recommendation with Action Plan
Engagement Services
Review Goal VS Actual
Engagement Services
Life Planning: Comprehensive Financial Planning
Financial Services
Cash Flows Management
Financial Services
Investment Management
Financial Services
Risk Management
Financial Services
Estate Planning
Financial Services
About Me
Chloe Lee started her career in 2024 as Financial Planner at Great Eastern. She has well experience in finance management, investment, and finance advice. She is currently self-employed as a licensed financial planner with professional knowledge to serve her clients.
- Wealth creations, accumulation and distribution by assisting Individuals, Entrepreneurs, SMEs and Corporate Companies achieving financial goals with succession planning for business continuations.
- Customise financial portfolios based on personal and/or company’s existing and targeted goals. She provides financial advisory for clients in executing their financial plans.
Living with purposes
Integrity
For sustainability
Enthusiasm
- Bachelor of Psychology (Honours) @ HELP University
- Pre-Contract for Life Insurance Agents and Investment-Linked
Testimonial
Cheng Jian Hong
Mira Code SolutionsVery Professional & patient when advising customers. Highly recommended !
JH Lu
DirectorChloe is very knowledgeable about financial diversification portfolio and her advice is very useful. She was very transparent with her analysis and prepared a very detailed breakdown of the various plans which might be suitable for me. I highly recommend her services!
Testimonial
Contact With Me
Chloe Lee
Licensed Financial Planner of Great Eastern
Develop By Mira Code Solution
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