Danny Lee

CFP®, IBFA, CWMP, AFPCM
Deputy Director

Ms J

Ms Janice
Associate Director, Sponsorship
Marina Bay Sands Pte Ltd

Client of Danny Lee, CFP®, IBFA, CWMP, AFPCM
Deputy Director

"Recognising that the market remains buoyant and volatile, I am privileged to have had Danny manage my portfolio for the past 7 years. The confidence level has never wavered and I am assured that I can fully capitalise on his knowledge and expertise. Our conversational exchanges have always been centred on personal needs which clearly drives my investment considerations. I would like to take this opportunity convey a word of 'Thank You' for playing an integral part in building my child's future!"
Ms S

Ms Swizzle
Executive

Client of Danny Lee, CFP®, IBFA, CWMP, AFPCM
Deputy Director

"Danny has been an attentive adviser who listens to his customer's concerns. He has always done his due diligence to follow-up with his customer's financial matters and is always prompt in responding."
Miss CC

Miss Casandra Chen
Early Childhood Teacher
My First Skool (NTUC)

Client of Danny Lee, CFP®, IBFA, CWMP, AFPCM
Deputy Director

"Hi Mr Danny, thank you for serving my whole family and I for our health insurance policies and perhaps more to come in the future. You took time to explain the details carefully and explain the weightage/differences of two or more plans in mind so that we can judge which is better. Appreciate the effort a lot, thank you. ^^ "
Mr GK

Mr Gary Koh
Operation Analyst
COSS

Client of Danny Lee, CFP®, IBFA, CWMP, AFPCM
Deputy Director

"I have hear pitches from many FA but why Danny stands out is his acumen to not only the markets but to me. He knows exactly whats i want to do and able to find a solution for it. His professional accomplishment also speaks volume. I will not go to anther FA. Ever!"
Ms CG

Ms Cassandra Goh

Client of Danny Lee, CFP®, IBFA, CWMP, AFPCM
Deputy Director

"Danny is more than a Financial Adviser, he's someone who speaks life into my situations, has the wisdom and great heart to attend to matters that is important to me, he advises practically It's great to see that he is people centered when advising his clients. I'm glad that he is the one who's handling my accounts. It's a blessing. Thank you so much for walking journeys with me! "
Ms S

Ms Sharmila

Client of Danny Lee, CFP®, IBFA, CWMP, AFPCM
Deputy Director

"Danny is passionate and knowledgeable. When we consulted him, he took the time to understand our needs and goals before then calibrating a suitable plan for us. Thanks to his help and insight, the insurance policies we took for our family came in very handy on several occasions. Even after buying the policies, Danny remained contactable and assisted with all our queries. I’d highly recommend him - Danny is trustworthy, knowledgeable and dependable."
Ms C

Ms Cheryl

Client of Danny Lee, CFP®, IBFA, CWMP, AFPCM
Deputy Director

"Thank you Danny for taking great care of my insurance, providing excellent service and follow-ups. Appreciate your advice and time spent to ensure that I have the best plans for my needs. Would highly recommend you to my friends and family. Thanks again!"
Me R

Me Ralph
Student
NIE

Client of Danny Lee, CFP®, IBFA, CWMP, AFPCM
Deputy Director

"It was a pleasure working with Danny and his Ops executive, Kimberly. They were both very accommodating to my schedule, and did not hesitate to clarify any doubts I had. They fully comprehended my financial situation and were not to pushy with my purchases, making our interaction a very comfortable experience. Kudos to this duo!"
Mr R

Mr Russell
Healthcare Worker

Client of Danny Lee, CFP®, IBFA, CWMP, AFPCM
Deputy Director

"Danny has helped me tremendously and has never hesitated to share his knowledge and opinions. An extremely dedicated professional, he is efficient and is willing to explain and clarify any queries or doubts I may have. Thanks to Danny for his intricate knowledge and expertise, especially with regards to my personal financial goals. Lastly, a big thank you to his Ops Executive, Kimberly for all the work done behind the scenes as well :)"