Emily Lee

AFPCM, CWMPAssociate Director

Mr Azlan Aziz
Associate Engineer
Kulicke & Soffa Pte Ltd

"To Whom It May Concern, Prior to my meet-up with Emily Lee, I would say I was a bit sceptical with the things that are going to be shared with me. I have gone to a couple of meet-ups with a couple of Insurance Agents and no one excites me as she did. The information shared with me was crystal clear and I managed to grab the opportunity to clear some of the doubts that I had before I met her. I can see that she is good at what she's doing and explains the matter well to me. She is an amicable woman with an easy smile. I would say that Emily's approachable character has allowed me to comprehend the importance of investing and preparing for our future's needs. Thank you. Best regards, Azlan"

Mr Ng Bryan
Senior Project Exec
Pico Art International

"Emily gives a comprehensive and detailed understanding of the policies that benefits the lifestyle of my family’s needs. She will always take the time and patience to compare, update and advice us to have a more comprehensive policy. Emily is a dynamic and honest individual who genuinely wants the best for my family and we are grateful for having her. Keep up the great work Emily!"

Mr Rasid Bakar
Senior Architect
HDB

"Known Emily for more than 7 years. She has been great adviser in helping us planning our financial and coverage. We are impressed with her sincerity and trustworthiness. I had no reservation recommeding her to my families and friends."

Ms NR

Ms Nasuha Rahim
Account Manager
LinkedIn

"Emily has serviced multiple members of my family (including my 70+ year old grandmother!) for many years and the reason why we all decided to go with her services, is because she truly provides service from the heart. Since my return to Singapore more than a year ago, Emily has helped greatly with my financial and healthcare planning. She made filing, payments and claims a total breeze and nothing seems like too much trouble for her (I hope!). I would most definitely recommend Emily to anyone who would like an advisor who truly cares."

Mdm SZ

Mdm Sharifah Zerdharina
Architectural Associate
LTA

"Emily has been very helpful from choosing the right plan to going through claims processes. She always has her clients interest at heart and will only recommend the best plans to her clients. She would even go the extra mile to compare the different plans available for her clients. From being our financial planner 7 years ago, she is now our family friend."

Ms NS

Ms Nurul Syuhadah
Student

"It was a fruitful session as I got to know more about the hospitalisation plan and savings plan that I opted for. She was patient in explaining the background information of the insurance plan and what will get me covered for what I’m paying. Overall, recommended!"

Mr A

Mr Arif
Civil Servant

"Since working with Emily, she have met and surpassed my expectations of working with financial advisors. She take the time to really know her client which gives me every confidence that not just my financial goals are well understood but also my comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within my portfolio. Transitioning into retirement has been much easier thanks to Emily’s guidance."

Mr S

Mr Syafiq
NSF
Singapore Police Force

"Emily is very welcoming, kind and open-minded. I love how she takes interest in what I do and is very optimistic about the future. I hope more people are like her, helpful and compassionate."

Mr JY

Mr Jonathan Yuen
Creative Director
Roots

"Very informative and detailed in sharing the policies and structures, and generally good advices on how to plan for future. Thanks"

Mrs KT

Mrs Karen Tan
Teacher
Seng Kang Primary School

"Emily is a caring and dedicated financial adviser. She is not just an adviser to us but a friend. We would like to thank her sincerely for the care and concern she has shown to our son, Dylan Tan, and us during his stay in the hospital. She came down personally to visit him with a basket of fruits and a lovely balloon to cheer him up. Most importantly, she has made our hospitalization claim hassle-free. She took the initiative to arrange for a meet up to collect the invoices pertaining to post-op reviews. Her tip-top service and her ability to reach out to her clients like what a friend would are definitely worth commendation. She is without a doubt an asset to the company."

Ms HSC

Ms Hui San Chin
Research Fellow

"I count myself blessed to have Emily as my financial advisor. Her altruistic, comprehensive and insightful advice have ensured that I invest well for my family's future. She is attentive to my needs and helps me put my earnings to work. Her calmliness and confidence is an evidence of her extensive experience and panoply of knowledge in this field. Most importantly, she always goes the extra mile for her clients, which exemplifies her dedication towards our well-being. I would always recommend her with full confidence and appreciation."

Ms. TL

Ms. Talissa Limawan
2D Artist
XII Braves

"Emily provides professional financial advises and suitable insurance packages as according to my monthly income, I highly recommend this agent!"

Synergy Financial Advisers Pte Ltd

229 Mountbatten Road
#03-30 Mountbatten Square
Singapore 398007
Main Line: +65 6654 1888
Fax: +65 6654 1887

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