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About me

 

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.

Wealth Management | Legacy Planning

2016, 2020-2023: Court of the Table (COT)

1997-1998, 2001-2015, 2017-2019: Million Dollar Round Table (MDRT)

2019: AVP/VP of the Year - Revenue Credits (2nd)

2018: AVP/VP of the Year - Revenue Credits (1st)

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