Positively Impacting lives

Wilson Lee Financial Advisory

About Wilson

more than a decade in financial advisory services

Wilson Lee is a Senior Financial Services Director with Infinity Financial Advisory, and has garnered multiple awards thanks to his excellent work ethics on both personal and corporate financial advisory fronts. He strongly believes in adding value to clients by providing financial advice without bias, supported by multiple financial institutions.

When it comes to digesting financial information, more often than not, there is too much to process. This is where Wilson comes into the picture – he’s not just there to break down complicated jargons into bite-sized pieces, but also as a person you can rely on and trust for all your wealth planning needs.

Financial Advisory Awards

• Million Dollar Round Table (MDRT) / 2018 - 2024

Education

The Institute of Banking and Finance
IBF Qualified (IBFQ) 2016 - 2024

Financial Planning Association of Singapore
Associate Financial Planner (AFP) 21016 - 2024

Singapore University of Social Science
BA (Hons)

My advisory process

Here’s some quick videos sharing about how your journey will be as we discuss your financial situation.

Step 1: Mapping Your Goals

Get to understand your financial goals better, and most importantly, setting the right financial budget for the goals you want in life. Everyone of us wants to have the best things in life, but realistically, we can't have everything.
The Goals Mapping process helps you to make the right financial decisions for your life.

Step 2: Life Cycle Insurance Planning

Optimise your Insurance Portfolio to get the best value!

Everyone knows the importance of insurance but the problem is we all hate paying too much for insurance. There are many different types of insurance products and each of them serves different objectives. There is never a best plan, but only the most effective insurance portfolio. In Life Cycle Insurance Planning, it puts together a customized portfolio that uses the lowest costs to achieve the highest coverage, only at the time when you need it the most!

Step 3: Strategic Investment Planning

Getting the Returns you need, not the Risks you don't need!

Many investors ended up chasing investments with the highest returns because they thought the higher the returns, the better it is. Unknown to them, higher returns always comes with higher risks. In Strategic Investment Planning, it helps you to discover the returns you really need, and builds a diversified portfolio to minimise your risk exposure, yet able to achieve the returns you need by rebalancing your portfolio strategically.

let's chat!

Areas of Practice

insurance portfolio review

If you are paying too much for insurance and not sure what you are paying for. I can help you with a complimentary portfolio summary. I'll also inform you if you have duplicated coverage, outdated plans or are overpaying for insurance. Providing you with Cost Savings and Clarity on your current portfolio.

insurance portfolio consolidation

With your unique i-NITATE® Client app. Check and Access your entire Financial Portfolio 24/7 is the go-to app for a one stop digital wallet, bringing you the capability of viewing your entire financial portfolio at one glance. The app provides a 360 comprehensive view of your financial standing, allowing instant access to the varying plans under your name.

Individual life/health
insurance planning

With more than 10 insurance partners in Singapore, i am able to compare across the board the different insurance policies and tailor a portfolio for you.

Strategic Investment Planning

Many investors ended up chasing investments with the highest returns because they thought the higher the returns, the better it is. Unknown to them, higher returns always comes with higher risks. In Strategic Investment Planning, i help you to discover the returns you really need, and builds a diversified portfolio to minimise your risk exposure, yet able to achieve the returns you need by rebalancing your portfolio strategically.