PLAN WELL WITH DARREN

LIFE PLANNER



PLAN WELL

WITH DARREN


LIFE PLANNER




INVESTMENT STRATEGY

A proven investment framework that ensures consistent gains from the market


PORTFOLIO REVIEW

Identify gaps in your portfolio that can be filled and other areas of improvement


INSURANCE PLANNING

Protect yourself against unexpected life events and ensure that your loved ones are financially secure

HEALTH AND LIFE INSURANCE

Guarantee yourself a reliable medical protection so that your wealth is protected

Why work with me?

It is never easy to see your loved one go through a life-threatening disease such as cancer, it is even more difficult to face the financial challenges especially when you are not covered with insurance in times of need.


When my mom was diagnosed with cancer, I saw how insurance has eased the financial burden on my family. Although she has already passed on, it was financially easy for my family to claim all her medical bills and be able to experience first-class medical care.


I am an accredited financial advisor who is always ready to help and give you financial advice based on your needs. I will guide you on how to apply for insurance and how to claim on it, to what are important insurance factors you should consider when purchasing or renewing your insurance. I will also share some helpful tips and information about the industry.


Being a financial advisor is more than just providing insurance policies. My job is to give peace of mind and support to my clients in their time of need. I want to protect their families financial future and ensure that they receive the best medical care possible when needed.

PRESERVE the value of your assets

ACHIEVE your financial goals

PROTECT yourself against life uncertainties

What to expect at the end of our session:



Insurance coverages catered to your individual needs


A detailed and organized summary of your portfolio assessment


A realistic and proven way to keep your investments profitable

I believe in a hands on approach to better understand your needs and deliver insurance solutions that fit right for you.

Darren Lee

Testimonials

Here are comments from our beloved clients

Darren is a great person with great character. He is very trustworthy and provides excellent service. Darren has made the process of dealing with insurance easy and painless. This is a process I normally dread but he made it easy. He made recommendation that no other agent had ever made. I would recommend Darren to any of my friends or family.

Aaronn

Client

Darren took the time to analyze our current insurance policies and was able to make some excellent recommendations. Our insurance costs are much lesser now and we have much better coverage. I have known Darren for many years and he is a man with great integrity, work ethic, and one of the nicest people I know. I highly recommend Darren!

Claire

Client

I have known Darren for almost 10 years, since during my uni days. He comes across as someone who is knowledgeable in the field of financial planning and is always sharing with me the latest product available. He is caring, approachable and attentive to what I am looking for and will only recommend the types of policy I need.

Eva

Client

Darren has been my financial advisor for as long as I remember. Through our interactions, he has broadened my knowledge about the many financial tools available to grow my money. He gets in touch with me regularly to update me on how my investments are doing and helps me plan for my retirement and contingencies.

Justin

Client

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