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David Lee Financial Life Design™ E-Book
Life is a series of planned and unplanned events. Are you financially prepared should a life altering event occur?
"Living a life by design & planning your tomorrows today"
Hello, welcome to my site!
I’m someone who loves singing, keeping fit and enjoying a good cup of coffee. Getting to know more about you and your financial goals is important to me and for the past ten years, I have journeyed alongside my clients to empower them with clarity and confidence when it comes to their Financial Life Design™.
Financial health and security are amongst the top priorities people have and it is my mission to be a leading resource for individuals, families and businesses. From setting individual goals to reaching personal milestones, I believe in approaching challenges with a positive mind set, creating value with a purpose and always striving for significant outcomes.
Get in touch with me and I look forward to being a resource for you in the stages of your financial life.
David Lee
Director
VA Alps
A branch unit representing Manulife Financial Advisers Pte Ltd
(MAS Rep no. LDN300002004)
Services
Your Strategic Partner
Legacy and Protection
Personal Finance
A life of design creates confidence. Every life transitions usually involves a financial element, having a sound plan ensures a life of design and not of default.
A Financial Life Design™ is customised to meet those specific needs including:
Asset Accumulation
Goal Setting and Strategies
Managing Money and Risks
Retirement Income planning
Wills and Estate Planning*
Asset Management
Business Succession
Careful business succession planning is essential for business continuation and ensures a smooth transfer with stability and certainty.
It includes the below which protects and enhances a business value and worth:
Asset Protection
Business Will*
Credit Management
Directors / Key Personnel Protection
Employee Benefits-in-Kind
Asset Protection
General Finance
Financial planning is about preservation of your valued assets and insurance provides protection against unforeseen financial loss and impact.
The following types of financial services* relevant to this area are:
Events
Home Protection / Refinancing
Motor
Professional Indemnity
Travel
*These services are provided by me personally as a licensed representative and are not provided by Manulife Financial Advisers.
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