Jeanette Lee

Professional & Planning with Clarity

Daphne Huang
Teacher
at MOE

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.

A Real Lifesaver I Would Have Never Imagined

Lung-Chen Co-founder at Fintech

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.

She’s not just your ordinary financial consultant.

Pei Yi (Regional Manager)

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.

The agent who went the extra mile

Jimmy, Project Officer at Singapore Police Force

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.

Highly recommend Jeanette for all your insurance needs.

Phyllisia H.

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.

A prudent financial adviser with a professional and personal touch.

Poh Yang Ming Cyrus, MOE Teacher

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.