Dan Lee - AIA FA Senior Director
Authorised Representative of AIA Financial Advisers Ptd Ltd (Reg. No 201715016G)
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Dan Lee became a consultant back in his university days. After having a hand at financial planning for his own parents to gauge their retirement readiness, he found himself enjoying the process thoroughly, and also discovered the gap between what people ought to know about financial planning and what they currently know.
Since then, he has helped hundreds around him bridge the gap between where they are and where they want to be. He had developed a flagship asset planning framework, that allows people of all age groups to reach financial freedom 5-10 years earlier than expected through his professional asset allocation process.
Fast forward half a decade later, Dan Lee became a member of the Court of the Table in 2021 and was in the Million Dollar Round Table in 2019 and 2020. He was also AIA FA’s Top Associate Director 2020, a member of the AIA FA Pinnacle Club 2021 (Gold Unit) and AIA FA Centurion Club 2021.
It all starts with proper planning. The goal isn’t to live forever, but to create something that will.
Dan’s advisory services are typically catered to medium to high net worth individuals, but almost all the time, he is willing to assist and aid everyone with their financial planning. Experience next- level wealth advisory with his personalised consultation process.
To help you take ownership of your wealth and plan your financial life, setting and achieving realistic goals.
To protect what’s precious. Helping you manage your wealth, making sure all your bases are covered.
To live a financially free life, helping you make informed investment decisions, growing your wealth in a way that suits you.
To ensure that you live a life that outlives you, having enough at the end of time.
For Mortgage Insurance and understanding where your property fits in your financial portfolio
To ensure that your assets are passed down to your loved ones, keeping your legacy and loved ones protected.
Dan’s advisory services are typically catered to medium to high net worth individuals, but almost all the time, he is willing to assist and aid everyone with their financial planning. Experience next- level wealth advisory with his personalised consultation process.
To help you take ownership of your wealth and plan your financial life, setting and achieving realistic goals.
To protect what’s precious. Helping you manage your wealth, making sure all your bases are covered.
To live a financially free life, helping you make informed investment decisions, growing your wealth in a way that suits you.
To ensure that you live a life that outlives you, having enough at the end of time.
For Mortgage Insurance and understanding where your property fits in your financial portfolio
To ensure that your assets are passed down to your loved ones, keeping your legacy and loved ones protected.
After being in the industry for 5 years, Dan realises as people progress in life, their financial needs expand while their time becomes more limited. People always found out that they lack the time to properly educate themselves to manage their wealth and finances. Financial and Estate Planning becomes a worrying and stressful process, because you are so focused on earning more but you are not maximising what you currently have
At some point, people will also start worrying whether they are choosing the right financial vehicles to achieve their goals, such as whether they are overpaying for insurance or mortgage interest. These are common problems in the society, and if they are not managed correctly, a lot of times it results in family squabbles due to lack of proper estate planning.
Dan always believed that managing wealth should be easy, and anything that seems complicated is probably not right for you. His strategy has helped his clients save $5000-$20,000* yearly on mortgage interest, increase retirement income by 2-3x* and wealth protection through the crafting of a thorough estate plan that ensures that your assets are distributed in a legally, orderly and timely manner.
In Just 20 Minutes,
Dan will be able to help you unlock and identify unoptimized assets that you may have, to help you maximise your retirement income.
At the very least, you will get a better understanding of your financial position, to help you make better financial goals for your future.
Reach out to Dan Lee from any of his social media account and he will personally schedule a call back.
Schedule your Strategy Session today.
Authorised Representative of AIA FInancial Advisers Ptd Ltd (Reg. No 201715016G)
Dan Lee
AIA FA Senior Director
* Financial Disclaimer: It should be noted that results, earnings and income claims made by DanLee.com.sg and its representatives are based on client’s individual background, capacity, goals and experience. There is no assurance that examples of client’s results can be duplicated in future. We cannot guarantee your future results and/or success.
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