Biography

Grace Lee Zi Zi is an exceptional and accomplished Manager giving her best over these 10 years of experience. She possesses an unyielding determination and an unwavering commitment to her clients, always going above and beyond to provide them with the best possible advice and solutions for their financial needs.

With a Bachelor of Engineering degree in Civil Engineering from the renowned National University of Singapore (NUS), Grace combines her strong analytical skills and her meticulous attention to craft tailored strategies that cater to the unique circumstances of her clients. Her solid academic background provides her with a comprehensive understanding of complexities and intricacies in the financial sector.

Grace holds an impressive array of licenses, including Life, Life (A&H With Shield), Investment, General Insurance, and Group licenses. These extensive qualifications testify to her wide-ranging expertise and proficiency in various aspects of the financial domain. Her expertise extends beyond these licenses, as she has also obtained a range of certifications including BCP, PGI, M9, HI (Before Nov 2015), M9A, M5, COM GI, M8, and M8A, further enhancing her skills and knowledge.

Described as an astute and perceptive adviser, Grace possesses an innate ability to easily connect and build strong relationships with her clients. She actively listens to their financial goals and aspirations, ensuring that her strategies align with their personal aspirations and risk profile. Her warm and affable demeanor creates an atmosphere of trust and comfort, allowing her clients to discuss their financial matters openly and honestly.

Grace's remarkable attention to detail is evident in her thorough analysis and comprehensive financial planning. She possesses an analytical mind that delves deep into financial intricacies, always striving for excellence in her work. She goes the extra mile to ensure that her clients feel secure and confident in their financial journey.

Outside of her professional pursuits, Grace is an avid learner and a fitness enthusiast. She enjoys exploring new concepts and industries, as she believes that constant growth and adaptability are fundamental for achieving long-lasting success. Grace believes in leading a well-rounded life where work, personal growth, and physical well-being are harmoniously balanced.

In summary, Grace Lee Zi Zi is not just an adviser; she is a beacon of reliability and expertise, illuminating the darkest financial paths for her clients. With her strong academic background, extensive qualifications, and unwavering dedication, Grace is more than equipped to tackle any financial challenge. Her clients can rest assured that they are in the hands of a true professional who values their financial aspirations and comfort above all else.

Mr Lok

Teacher

Grace has been my financial advisor for nine years and she has been instrumental in helping me manage my finances with her expertise and professionalism. She took the time to assess my financial goals and circumstances and advised me on savings and insurance plans accordingly. Over and above her duty as a financial planner, she has helped me in other areas including assisting in a CPF nomination and viewing of a flat which I intended to buy. Her reliability has fostered a relationship built on trust and mutual respect. I am very grateful for her invaluable contributions to my financial well-being and look forward to continuing our partnership.

Tan Xiao Wei

Grace is dedicated, and always commited to finding the best insurance solutions for me. Through the years, she always goes above and beyond, providing personalized guidance, and ensuring I have the coverage I need as I progress through different stages of my life. Besides, despite having built a good rapport over the years, she still takes the time to thoroughly explain coverage options and answer all my questions.

Grace is definitely a reliable advocate, guiding me through the claims process efficiently and ensuring a prompt resolution all these while. This level of support and dedication I have been receiving from her exceeded my expectations and solidified my trust in her expertise!

Ms Stephanie Chan

Time flies. It has been 5 years since she is my financial adviser. She is the best financial adviser I ever have. Majority of the adviser only wants business and no after sales service after all the promises even friends. She has the best interests for her client. You can always count on her for any financial advices/ products. She is knowledgeable of her products and able to deliver the service and expectations to her client. She did a great job in managing my investment portfolio. Over the years, we develop friendship and trust. I am very grateful to have her as my financial adviser.