Since joining the industry back in 1996, I made it my mission to help clients achieve their desired retirement lifestyles without worrying about money. I ensure that they are taken care of for the long-term by helping them navigate the complexities of financial planning to feel confident about their financial futures.
I specialise in helping professionals and business owners build passive income streams through a combination of guaranteed and variable strategies. My clients enjoy a hybrid retirement lifestyle, and I help them provide for retirement expenses into their golden years.
Additionally, I have extensive experience in legacy planning. I work closely with clients to ensure an equitable distribution of their estate with sufficient liquidity to minimise potential family conflicts. For business owners, I assist with exit strategies, succession planning, and setting up an opportunity fund for their future growth.
Sarah Lee
Representing Manulife (Singapore) Pte. Ltd.
