Kelvin Lee
Prudential Senior Financial Consultant
Phone:
97619125
Email:
kelvinleewm@pruadviser.com.sg
As a financial adviser, listening to stories about the journey of other’s is a large part of what I do; I find it incredibly interesting and fulfilling as we collaborate in planning for your future and how to achieve your financial goals. Some of my mottos and values include honesty, integrity and being upfront with people.
I also believe in being passionate about giving back to society, be it through knowledge or in a personal capacity, and I’m incredibly fortunate to be in a job that allows me to do both. Work never seems like work and I’m deeply thankful to make a career out of this.
I also believe in being passionate about giving back to society, be it through knowledge or in a personal capacity, and I’m incredibly fortunate to be in a job that allows me to do both. Work never seems like work and I’m deeply thankful to make a career out of this.
My Services
Financial Planning
My Achievements
2012
Associate
Top Rookie
I started my financial advisory career after spending 4 years in the corporate world. I felt the need to make a change and do something that is meaningful.
2013 to 2015
Financial Services Manager
Million Dollar Round Table (MDRT)
I was thrilled when I achieved the MDRT for the first year. It is not so much the award that is valuable but the impact I felt when I see my clients achieving their goals.
2016 to 2018
Financial Services Manager
Court of the Table (COT)
It was surreal when I got my first COT and helps to drive my passion to continue helping clients achieve their goals.
Videos
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Financial Planning Ebook
Testimonials
Financial Calculator
Education Calculator
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Insurance Calculator
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Retirement Calculator
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Contact
Kelvin Lee
Prudential Senior Financial Consultant
Phone:
97619125
Email:
kelvinleewm@pruadviser.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 information provided by third parties, at any particular time.
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.
Kelvin Lee
Representing Prudential Assurance Company Singapore (Pte) Limited. Reg no. 199002477Z
www.prudential.com.sg/FC-info
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.
Kelvin Lee
Representing Prudential Assurance Company Singapore (Pte) Limited. Reg no. 199002477Z
www.prudential.com.sg/FC-info