LEE MENG CHOE

Financial Services Director
GEN GROUP
RNF No. LMC200165729

EDUCATION AND QUALIFICATION:

BsSc (Hons) Account & Finance, FChFP

SCHEDULE APPOINTMENT WITH ME:

https://www.gen.com.sg/
December 2018
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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!

 

 

GEN BUILDING TRANSFERABLE WEALTH GUIDE:

If you would like to find out more about our Financial Planning Philosophy, we would gladly provide you with a copy of our Building Transferable Wealth Guide. Fill up the form and we will get back to you shortly.

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