GEN FINANCIAL ADVISORY
“I see my work as learning about people and money and using what I’ve learnt to help my clients build better financial plans for their future.”
LEE MENG CHOE
Executive Director (Advisory)
RNF No. LMC200165729
BsSc (Hons) Account & Finance, FChFP
SCHEDULE AN APPOINTMENT
Something About Me…
I entered the financial services industry in 2001, after serving for 3 years as a regular officer in the Singapore Armed Forces (SAF). Finding out the best strategies for retirement planning is what keeps me excited every day when I enter the office.
I see my work as learning about people and money and using what I’ve learnt to help my clients build better financial plans for their future.
I Specialize In…
Retirement planning for people in the pre-retirement phase which I define as within 10 years to expected retirement. This is the stage where there are many financial planning decisions to make and due to the shortage of time to retirement, a wrong decision can be especially costly.
I consider myself to be just outside the pre-retirement phase so it allows me to understand the issues quite well while at the same time, retain a healthy personal interest in this particular area of financial planning.
What I Like Most About Being A Financial Planner Is…
Being able to help people where it matters.
Beyond the numbers crunching, it is still about helping people plan for a future they can’t or don’t know how to do by themselves.
If I Can Only Give One Piece Of Financial Advice, It Is…
Starting by telling the truth about your financial position or get a financial planner who will tell you the truth – not just the nice things you want to hear.
This first step if done right, will save you a lot of grief later.
My Most Treasured Memory At Work…
When a client told me in jest that I am a key person to him and wanted to buy “keyman insurance” on me.
He said that to cheer me up when I was hospitalized but it meant a lot to me, even if it may not mean anything to him!
My interview with Michelle Martin from 89.3FM.
You can listen to all the podcast recordings HERE.