LEE KENG WHATT

TAN YNN-LIM SENG YONG ORGANISATION
ADVISORS ALLIANCE GROUP

A former soccer player who is now married with two children, I have more than 37 years’ experience serving clients as a financial consultant. I believe in helping my clients find the right solutions to meet their personal financial goals and my many years of experience have rewarded me with more than 30 industry accolades.

I am a member of the Million Dollar Round Table (MDRT).

 

Believing in yourself.

I have faith in myself that I can achieve any goals that I set for myself, even if they seem impossible to some. I also believe in the saying that ‘Tough times never last but tough people do’, and my determination is one of the key things that helps me stay motivated.

 

Helping clients build a secure future.

Besides being a financial consultant to my clients, I have also become personal friends to many of my clients who can see that I am sincere and share their concerns and financial goals in ensuring that their family remains financially secure even if they should be not around in future.

 

Serving with love and care.

I believe my greatest strength as a financial consultant lies in my sincere love and care for my clients, and my desire to educate them on the importance of financial planning.

 

Being instrumental in helping clients achieve their goals.

In 2012, I earned more than $480,000 and sold more than 50 universal life policies. This remains one of the proudest achievements in my career – I am grateful I have helped so many people to get what they want, and in return, the sense of satisfaction in knowing I was instrumental to them reaching their goals.

Accolades

AIA Centurion Club 2020

AIA High Net Worth Prestige Club 2020 – Personal Wealth Manager

Million Dollar Round Table 2021 and 2020

International Dragon Award 2020 – Bronze Dragon Award (Agent Category)

100 IDA Team Award 2020

Get in Touch

I look forward to your enquiries and appointment.
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Email

connect@aiafa.com

 

Phone

1800 248 8000

 

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