Jeanette Lee Lee
Personal Wealth Manager
Jeanette Lee Lee
Personal Wealth Manager

Being brought up in a family who believes strongly in insurance protection, I grew up knowing the importance of having adequate insurance coverage and proper financial planning. However, I rarely come across a sincere and honest agent who will place their clients’ concern at heart. Like many consumers, I ended up having a bad impression of most insurance agents as I feel they are often commission breath and lack sincerity and service.
Knowing that my passion lies in the service industry, I chose this career path and wholeheartedly commit myself to reaching out to and educating my clients on financial literacy. I thoroughly enjoy my role as I am able to provide a sense of security to the people and things that are important to my clients. As they worked hard to build a solid financial footing for their family, my job is to ensure all their dreams and family lifestyles are protected against any unknown financial ruins should any accident and illness happen. Having a sound and customized financial portfolio help to keep a roof over their head and also give them the dignity to move on with life should they meet with any unfortunate accidents.
Since the start of my career in 2008, I have gone through many highs and lows together with my clients who have eventually become my close friends. I am sincerely thankful for the trust you have placed in me and look forward to continue adding values to you and your family.
Wall of Trust
Testimonials & Referral Notes
Caring and Trusted Adviser

I have been knowing Jeanette for 20 years and stayed with her and her family for 8 years. Since I met her in my early 20s, she has been a very caring person. She is now my trusted insurance adviser. She always thinks what is best for you and she is there whenever it is necessary. She is also hard working and does not stop updating her knowledge about insurance and finance. I am very happy to have her and can confidently say she will be your best agent!
SUGAWARA SHIHO
Technical Support Manager
Professional & Planning with Clarity

Planning my finances with Jeanette has always been easy and enjoyable. She is genuinely interested in my life and my plans and gives advice that helps me gain clarity. She is knowledgeable and committed to helping me accumulate more savings for retirement. She even helps me to look at past plans even from other companies. All in all for the years I have met her I’ve been impressed by her professionalism and dedication.
Daphne Huang
Teacher
at MOE
A Real Lifesaver I Would Have Never Imagined

Jeanette was introduced by one of my Singaporean friends. She has always been helpful before or after I signed up for the policies, and even after I cancelled the policies because of my decision to leave Singapore, she is still around to help me with the difficulties I have with claims. Nowadays, my life is busy so is she, but she is always responsive, not the one who does not keep in contact regularly after we sign up for insurance policies. She would do her best to suit my insurance needs, and never sign me up without good reason and explanation of policies. During the whole time, she is undoubtedly patient like a friend in listening to what I undergo and can afford for my insurance coverage. I would definitely recommend Jeanette to anyone who cares about their invaluable life and future finance.
Lung-Chen Co-founder at Fintech
She’s not just your ordinary financial consultant.

So where shall I start?! Knowing Jeanette for almost 20 years now (also revealing my age!) - from being a friend, to becoming my financial agent and to handle all my insurance claims and relating questions whenever I needed her, she’s always there for me. Jeanette always makes an effort to catch-up with me at least once a year regardless if I am buying anymore new plans or not - she believes it is important to keep the connection going and to review her clients’ portfolio periodically to ensure they are sufficiently covered. I have also recommended her to some of my friends and in turn became her own friends eventually! (That says a lot!) So if you are looking for a financial consultant who understands your situation and not just blindly sell/ push for business, she’s the person you should speak to.
Pei Yi (Regional Manager)
The agent who went the extra mile

Jeanette showed up in my life in like a damsel in distress when my previous agent migrated without a warning in 2009. Once bitten twice shy and i started out being skeptical not knowing whether I will get "abandoned" again. Jeanette's sincere and down to earth character soon alleviated my unnecessary worries. She cares and considers my financial status during every review and is not pushy. She always recommends good policies that I need and explained how it would be helpful at my current and future stages of my life. Being a sporty person (ironman wanabe), i had met with accidents suffering injuries, admission to hospital before but the claims experience has always been great and smooth. One incident that struck me deeply was when she took time off to drive down to my workplace just to deliver a table planner to me despite being pregnant - talk about going the extra mile. For the past 11yrs, she has seen through my ups and down to become a close friend whom i trust alot by sharing my life worries and concerns. Over the years, she has taken care of my critical illnesses, accidents, hospitalization, healthshields, investment linked products, retirement. She has vast knowledge of the policies in the market and I am very confident that she is here to stay in this line to help add values to your life.
Jimmy, Project Officer at Singapore Police Force
Jeanette is definitely one of the better FAs I’ve met

Jeanette is a sincere and trustworthy friend plus advisor. You can depend on her to lend a listening ear and to give advise. Most FA would want sales at the end of a meet up, but not her. It is ok to say no, because she wants the best for her clients and place their needs above all. She’s always patient in explaining my overall finances and plans and then suggest what I lack, instead of pushing unnecessary policies to profit. Jeanette is definitely one of the better FAs I’ve met. Glad and grateful to have her as my friend too!
Arielle Yap, Visual Media Producer
Highly recommend Jeanette for all your insurance needs.

Hi Everyone, Jeanette is really a good financial consultant. She has been taking great care of me since I started my career in Singapore. She’s bee super responsive and it’s always a pleasure to work with her whether we have question or need to update a policy and etc. She is really helpful, reliable and always gone above and beyond for me. Jeanette always reviews my insurance to make sure I have the right coverage. She has met all my needs and always available to answer all of my questions and makes a point to find me the best deals based on my financial status and needs. I am very pleased with her customer services and professional advices. On top of that, Jeanette is always cheerful and very knowledgeable. She is not only delivering professional advices, but also developing a good friendship with clients. She is not someone who just want to sell you premiums to earn your money. Highly recommend Jeanette for all your insurance needs.
Phyllisia H.
A prudent financial adviser with a professional and personal touch.

Jeanette listens to her clients to identify their financial needs. She discusses with her clients to prioritize their financial needs and plan financial portfolios that maximize her clients' financial protection and benefits. I have benefited from her excellence service and professionalism. I have awareness in the types of investments I should make to increase the value of my assets for my future financial needs. Jeanette is definitely a prudent financial adviser with a professional and personal touch.
Poh Yang Ming Cyrus, MOE Teacher

I am glad to have met Jeanette at a young age of 16. Since then, she has taught and shared so much about savings/finance/money/investment. More than just being a financial advisor, she has been a great listener and I believe she truly cares about my well-being. It's been more than 10 years since we met and I'm so glad that we are still in contact. >10 years is longer than the majority of my relationships in life. I have come across friends and other agents who have left the industry within a few years or simply didn't care enough to meet with me after I bought from them. Jeanette has been a real constant in my life. I truly appreciate the time and effort she has taken to meet with me and maintain this special relationship. Thank you Jeanette for growing with me personally and also financially :) To many more years ahead! Huat ah ~
Victoria, AML Compliance Specialist

Who says only insurance agents disappear after policy is bought? I am a client who likes to disappear after buying insurance. I just wanted to get my eyes insured, and that was the end of my worries, goodbye. But Jeanette convinced me that there was more that I needed to do. I could tell that she genuinely wanted me to take better care of myself. It was good advice. Apparently, she cared more about my health than I cared for myself. Because never would I expect that I'd be claiming insurance payouts 10 years later that has nothing to do with my eyes. Throughout that period, she gave me a lot of support and promptly helped me with all my insurance needs. It took me many years to finally realize that I have been blessed with a very good agent and insurance company. Jeanette is an always cheerful and trustworthy friend. She is not just an agent, because she sees the good in the work that she is doing. I am very happy to know her and will wholeheartedly recommend her to you.
Kenneth Foo
The best consultant I've worked with by far and highly recommend

There are a number of financial consultants I've worked with before and Jeanette stood out as not just a professional adviser, but someone who helped me as a friend. She makes sure she signs me up for the policies that I need and those I can afford. She works with me to reach my life goals and fulfil my dreams rather than just sells me policies. At the same time, she is always willing to help answers my questions, make sure claims are done as fast as possible and super approachable. The best consultant I've worked with by far and highly recommend Jeanette Lee
Marilyn
She's not only a financial consultant but also my friend

Jeanette is recommended by my sister and I’ve been with her since year 2013. I used to be quite skeptical meeting a financial consultant until I met her. She will advise/understand what I need and ensure I’m not encountering some financial difficulty to pay the premiums. She will also make an effort to do a yearly review/planning. She genuinely cares for me and I’ve put my trust in her – Thank you for your passion in this role!
Veronica
Meet someone who cares

I met Jeanette through an event 9 years ago, and she has been the most patient agent I have met. She pull me through times where I gives up financially and up to now when I’m seriously concerned with my life choice. She’s always been there to provide advices. Thank you for being so patient with me!
Charlene Yiu
More than an Agent, a Friend

Hello Everyone, Jeanette and I have gone way back, known her for a good 6 to 7 years already. When I first met with Jeanette, I was fresh out of National Service. I was extremely skeptical of signing up with her for insurance or even a savings plan. But just decided to meet up with her nonetheless to see what she had to sell to me. When we eventually had our first meet up, Jeanette did not do any selling at all. Not what I had expected. She displayed genuine care and concern right from the very beginning, only concerned about getting to know me first and allowing me to get to know her as well. I signed up with her and she has been extremely patient with me and my busy work schedule over the years. Jeanette is not just my insurance and financial agent, she is also a friend and a confidant. I doubt you will be able to find many insurance or financial agents out there who are willing to take the time, be genuine and honest with you and who will actually consider your past, current and future circumstances
Ephraim Ang
I put my complete trust in her

Jeanette has not only taken the role of my family's Insurance Agent but she has grown through the years, to be a close family friend. We have bonded through our stories and experiences of handling our kids. She has seen me through my diagnosis of stage 1 breast cancer, treatments, post treatments and now in remission. She was there for us when my husband had to go through surgery after surgery on his legs. Apart with helping us with the claims, she was always there for emotional support. I put my complete trust in her. I strongly believe that she has our best interest at heart always. Jeanette has changed my views of Insurance as well as Insurance agents. May she succeed to continue touching lives through her work and passion. May she and her family be blessed.
Lulu
A shout out from Shean to Everyone

Jeanette change my perspective when it comes to insurance agent. Most of them will just disappear on you after you have sign a policy with them. When a friend recommend her to me at first I was hesitant but she told me good thing about Jeanette. She is kind, trust worthy, and she knows what she is doing. She is sincere in helping her clients and she don’t treat them as a client but as a friend. She helps me figure out which policy to get first, what is the most convenient way, which policy I can benefit more. She wont force you to get a policy if she think you wont benefit. I have recommend her to some of my friends and they have the same perspective as me. She is one fine Agent, a good friend. If you’re looking for insurance agent she is the one you’re looking for. I will keep recommending her.
Sheanah Tse
She changed my impression on financial consultant

Jeanette is a really good financial consultant. She change my view about insurance as I did not have a good impression because of my experience with my previous financial consultant. Jeanette will actually listen to my needs and take my financial status into consideration when planning, so that I will be able to pay off the premium without any difficulty. She will also do a follow up with me after that. She is a responsible person and not someone who just want to sell you premiums to earn your money. She change my views about insurance and I am glad to have met her. Jeanette is definitely someone you should look for if you need advice and help with your financial planning!
Cecilia
You don't get to meet a good and responsible agent everday

The first time I met Jeanette, she has just started her career with AIA. She took over my account from previous Agent who disappeared without a word. My encounters with some other agents making me feeling rather skeptical about Insurance Agents. Most of them are just trying to sell the product and disappear, you never hear again from them! I am glad that I met Jeanette. Her dedication for work tells how reliable she is and how much she loves her job. She never pushes for any products that I do not need and even advised me what to do with some existing plans that I bought from another Agent. I remember, I had once an accidental injury and despite being on her maternity leaves, she helped me out with the claim, etc. You do not get to meet such a good, responsible Agent every day! I have recommended her to some of my friends and will recommend her again to anyone I know.
Rita Fransiska
Meet someone interesting

Jeanette is not just an agent but also a friend to me. I am very grateful she insisted that I go for a medical check-up which was a pre-requisite for signing up a Health Shield Plan. Without her encouragement, I would not have gone for it and found out that my medical condition can actually be covered. Now, AIA no longer rejects my applications for health shield or similar related plans! With her willingness to help others and professionalism, I am sure many people will benefit from working with her.
Ms Lim (Assistant Tax Manager)
DISCLAIMER
This is not an official AIA web profile. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.