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Home / Ian Lee
Executive Financial Consultant
Practice Mentor
MDRT Qualifier 2013 - 2015
Elite Gold 2015, 2017 - 2020
​Hello, I'm Ian.
​
I help couples discover what truly matter to each of them, so that they can reach a joint decision on their money matters.
About Ian
Having witnessed his parents struggle with money in the past, Ian took it upon himself to learn about financial planning at a young age so that he can do more for his family. To fund for his own education and living expenses, Ian took on multiple jobs during his poly days. While it was tiring, Ian is grateful for those early life experiences because he learnt many precious lessons about money and the stress and tension that resulted in the family from the lack of it.
It was not surprising that he jumped at the opportunity to practice financial planning as a career in 2010, after being introduced to this career by a close friend. Since then, Ian has impacted the lives of more than 250 clients and helped them achieve their financial goals through a diverse range of wealth planning solutions. His goal is for them to enjoy a peace of mind, knowing their finances are taken care of, so that they can focus their energy on other important aspects of their lives such as their family and career.
“QUOTE."
88
couples & families under care
11
years in business
6
MDRTs achieved
280
kilometers clocked in 2020
How Ian adds value to his clients
As a husband and a father, Ian strongly believes that every couple must have frequent conversations about their personal and shared financial goals. Having worked with people from all walks of life, he found money to be a difficult topic for many Singaporean couples.
A sound financial portfolio that caters to the different needs of each family member, serves as a foundation for a strong family unit. Like him, many of his clients lead busy professional lives and are parents who are invested in the character and skills development of their children. When they are not working, they prefer to spend quality time with their family and leverage on Ian’s expertise to hedge their risks and grow their wealth.
Core Expertise
Accumulation Strategies
Whether you are accumulating towards a specific goal like a car or a house, or just to grow your money over time, you will need to implement strategies that are right for you. Ian aims to empower you with sound financial knowledge and to provide you with workable solutions that suit your pace and risk appetite.
Areas of expertise includes:
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Investment portfolio optimization
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Passive income portfolio planning
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CPF & tax considerations
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Estate & legacy planning
Couples Planning
Many couples struggle to reach a joint decision on money matters, because they have such differing views on what the future looks like. Ian seeks to help couples discover what really matters to each of them through an in-depth, guided conversation, before finding the common ground that serves both individuals and the family as a unit.
Areas of expertise includes:
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Couple resource allocation
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Family goals mapping
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Children’s education planning
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Healthcare planning
Mr & Mrs Benjamin Ho,
Senior Consultants
We are glad to have Ian as our sole financial consultant as we evolve from a young, dating couple to starting a family. With ever-changing needs through life stages, his pragmatic approach in managing out portfolio has helped us achieve out financial goals. He sets the benchmark for his peers with his quality traits - credibility, trustworthy and responsive - highly recommended!
Testimonials
Mr S. Sian Tham, Managing Director
What I appreciate most is Ian's sincere and meticulous approach in matching my lifestyle needs and long-term financial goals with a practical and economical financial solutions plan.
I also got new insights in creating my desired financial future, along with assurance and security, knowing that my finanical health is in good hands, which is especially essential for many singles today
Name, Title
Shiying is professional, patient, and always ready to answer my questions. He always prioritises my needs and goals rather than be sales-oriented. In my line of work, I do not have the time to understand complex financial concepts and Shiying closed this gap.
With him managing my portfolio, I am assured that my welfare is well taken off."