Making a Difference
to your
Financial Future
to your
Financial Future
My Story
I am David Lee
Financial Planning is never about buying a Financial Product, yet most people ended up seeking for the best plan which gives the best returns, best features and best deals. If you did not go through a good financial planning process, it's hard for you to find the right match, no matter how good a plan can be. Financial planning is about making right financial decisions for yourself and your family.
In my practice as a financial advisor, I adopted the planning process known as MY Rat Race ; it's a robust process that focuses on all your life's financial goals at the same time, and subsequently, mapping it along with your current and future net worth and cash flow. This process allows you to MAKE SMART and WELL INFORMED financial decisions for your life.
In just ONE HOUR Meeting with me, my clients walk away with these benefits :
1) Feeling More Confident about their Financial Future
2) Have a Customised Action Plan to follow towards their Financial Success
3) Be in Full Control of their Finances and Be Prepared for Life Uncertainties
This is a different and refreshing process, and the best part is that it's guaranteed to work. Your financial well being is a very important aspect of your life, so using the right process is most important.
In my practice as a financial advisor, I adopted the planning process known as MY Rat Race ; it's a robust process that focuses on all your life's financial goals at the same time, and subsequently, mapping it along with your current and future net worth and cash flow. This process allows you to MAKE SMART and WELL INFORMED financial decisions for your life.
In just ONE HOUR Meeting with me, my clients walk away with these benefits :
1) Feeling More Confident about their Financial Future
2) Have a Customised Action Plan to follow towards their Financial Success
3) Be in Full Control of their Finances and Be Prepared for Life Uncertainties
This is a different and refreshing process, and the best part is that it's guaranteed to work. Your financial well being is a very important aspect of your life, so using the right process is most important.
My Services
Save
The first step to good money management is to adopt the right savings habits. In the
consumerist environment today, many would prefer spending money on a branded watch
rather than saving for rainy days or for their financial goal. Find out from me how you
can take the small step towards saving for your financial goals.
Protect
Some people mistakenly measured insurance coverage by the number of policies they have,
but the reality is that having many insurance policies does not equate to having
sufficient coverage. Find out from me if you are really adequately covered, or grossly
under insured.
Grow
The power of compounding is real and the earlier you start, the better it is. Some
people choose to avoid risk by keeping savings in the bank, thinking it’s a safe haven.
However, if you consider inflation, savings in the bank is the place that you definitely
lose the value of your money. Find out from me how you can grow your investments while
managing the risk through diversification.
PLAN
Plan out your Financial Future today! Get to understand your
financial goals better, and most importantly, setting the right
financial budget for the goals you want in life. Everyone of us
wants to have the best things in life, but realisticaly, we can''t
have everything. Setting the right financial goals first is the key
to making right financial decisions for your life.
My Achievements
High Performance Achiever (PIAS)
2018, 2021
Million Dollar Round Table (MDRT)
2018 to 2022
Elite Performance Team
2020
Certified Financial Planner (TM) (CFP)
Since 2017
Videos
YOURS FREE:
PS: This book serves to provide the tips and strategies on
financial planning, but most importantly you need to apply and
practice these strategies. Happy reading!
Financial Planning Ebook
What Happy Clients Say
Financial Calculator
Education Calculator
See how much children education can cost locally and abroad
Insurance Calculator
See how far your insurance is covering you right now
Retirement Calculator
See how much you need for your retirement
Contact
Tel: 83828995 / Email: david.lee@proinvest.com.sg
The information provided on this website is general in nature and does
not constitute financial advice. The website can change without prior
notice and does not guarantee the accuracy of information, including
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Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.
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Unless otherwise specified, the information provided on this website is copyrighted. You may not alter or modify this information in any way, including the removal of this copyright notice.
Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.
The owner of this website does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. The owner of this website do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Unless otherwise specified, the information provided on this website is copyrighted. You may not alter or modify this information in any way, including the removal of this copyright notice.