A graduate of the Singapore Management University with a Bachelor in Business Management majoring in Finance, I have been a financial consultant for 4 years after making the decision to leave the banking industry as a fixed income analyst and business analyst at major banks. While my decision was met with resistance from family, I was sure of this path after witnessing a close friend struggle to pay off hospital bills for her elderly father, who was diagnosed with cancer.

Keep your head up high.
I think it is important for a financial consultant to be positive and disciplined. One is bound to face rejection in this occupation, and if you allow yourself to be demotivated, this would affect your morale a lot. Keeping a positive mindset also keeps one going when the going gets tough. Being a financial consultant is like running your own business, which many are not aware of. Without discipline, you will not manage your time well and grow your business.

Building a good life for everybody.
I hope to be financially independent in 10 years’ time and provide a comfortable life for my family. During this process, I hope to simultaneously impact the lives of my clients positively and establish positive friendships.

Abide by your principles.
I would recommend all financial consultants pen down a set of values that will help to shape and guide them along their journey. For me, I strongly believe that you should be seen as a person of integrity, and build genuine relationships with your colleagues and clients. These values are what will keep your clients satisfied, and have you serving them in their best interests.


AIA FA Prestige Club (Titanium) 2024, 2023 and 2022

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024 and 2023

AIA FA Prestige Club (Platinum) 2021 and 2020

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2021

AIA Centurion Club 2019

AIA Superstar Club Gold 2018

Million Dollar Round Table 2024, 2022, 2021 and 2019

Bachelor of Business Management (Finance)



Joseph was an unassumingly polite young man who approached me during one of AIA’s road shows as I walked by. In the course of our conversation, he did a terrific job convincing me with his product knowledge of the policies offered by AIA. His excellent communication skills further enhance my opinion of his ability to answer any queries I might have. During our subsequent meetups, it was reflected that he is extremely organized, hardworking and patient enough to allow time for me to select the right product.I have no hesitation recommending people who have specific needs in terms of insurance peace of mind to Joseph as I believe he will do a fantastic job of making sure they are well taken care of. Joseph is always willing to offer his assistance and had an excellent rapport with the many people he encountered with referrals from me, including close friends and relatives. He would be particularly valuable for AIA as products overlap and distinction becomes less clear and where the personal touch becomes key to securing confidence from customers.


I’ve never really believe much in insurance planning nor have i had much idea of any form of financial planning till i met Mr Joseph whom patiently and diligently explained to me the importance of having an insurance plan to cover not only myself but also my loved ones. For should the unforeseen circumstances happen to me, my loved ones would not be burdened by me. He also shared his in-depth knowledge on the prudence of having some form of financial planning that would enable me to have a stable and stress free retirement. Joseph is someone whom you can always rely on for all your financial and insurance needs , be it any form of policy you take up with him big or small he always exercises professionalism in his work. I wish you all the best and hope you would keep up the strong spirit in you!


Joseph is an outstanding financial advisor who seeks to understand his clients’ needs and financial situation. He would not just urge clients to buy products that are beneficial and meets their needs but also one where the premiums are sustainably affordable. He provides sound financial advice and is always prompt to reply any queries. Most of all, he is trustworthy.


Joseph is just phenomenal in his services throughout all these many years that he has been my consultant. He has excellent written and verbal skills which makes our communication clear and succinct, and often time goes out of his way to educate or offer advice. While remaining professional, Joseph is also able to naturally build a rapport, which never fails to make our meetings or conversations extremely comfortable. He is also indeed very knowledgeable about the breadth of products available, and proactively recommends those that best fit my needs and lifestyle. I am very pleased with Joseph and plan to keep using his services for the foreseeable future.


Joseph Lee is an unassuming and patient young man. When you work with him, he will listen then read what’s your need and put it in an easy to digest understanding. Even after numerous meetings, he still poised, well-mannered and confident as he knows his trade well. My family likes this guy.


Joseph has been nothing but helpful, informative, friendly and positive! Getting injured is no fun but it has been more pleasant knowing that I can always call him! Switching myself to be under his care has been one of the best decisions I made these past few years.


Joseph has been excellent in his service and advice to me & my family. Two things I like most about him are (a) his sound and astute knowledge, and (b) his genuineness. I have complete trust in him to manage my family’s financial planning and will not hesitate to recommend him as an outstanding financial planner.

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