LEE SI MIAN
#WonderWoMian
Connect to Reconnect
I am a Financial Consultant of Ascendance Wealth Management (AWM) an authorised representative of AIA Financial Advisers ( UEN: 201715016G ) and my focus is on providing customised solutions to clients' unique needs.
I take pride in helping clients, particularly females and busy professionals, to take control of their finances and help them achieve their long-term financial goals.
To achieve this, I provide personalised investment and comprehensive strategies aligned with clients' goals and risk tolerance.
If you're looking for a compassionate, genuine, and dependable financial consultant who can help you achieve your financial goals, I invite you to connect over a cup of coffee and discuss how I can assist you in your financial journey.
Accolades: https://www.aiafateam.com.sg/profiles/lee-si-mian/
Area of Expertise
Income
Protection
An insurance coverage provides protection against financial losses and is a way of caring for your family because we want them to be supported even in tough times.
Retirement Planning
Retirement may seem a long way off, but it's never too soon to start preparing for it.
Whether it's through saving or investing, let us talk you through the available options.
Tax & Planning
Paying too much taxes? Find out what are some legal ways to reduce your personal taxes.
Legacy / Estate Planning
A well-organised estate is one of the most thoughtful gifts you can leave your family. Give your family a peace of mind in the event that you are no longer around.
Family Planning &
Education
For many parents, guiding their children through their school years towards a good university education is a fervent wish.
Let's discuss the cost of higher education and how we can save for this milestone.
Employee Benefits
“I am covered under my company's insurance but I am not entirely sure what benefits I am entitled to.”
Find out how your corporate benefits can complement your personal coverage.
Wall of Trust