Jeremy Lee

Jeremy as an Financial Services Consultant is great!!! He takes the time to understand my personal circumstances, spending habits, and shares information about relevant plans which is aligned to my needs and requirements.

By taking the time to understand my spending habits and cash flow, as well as a detailed summary of my current coverage, Jeremy was able to effectively identify gaps in my coverage and also opportunities for better coverage/peace of mind/investment opportunities aligned to my goals.

At the same time, everything that Jeremy shares and recommendations is up to us to take up, and he's not pushy at all.

We got to know each other as we were ex-colleagues. After Jeremy became an FSC, I've really seen how passionate he is about this. Jeremy is personable, always responsive and quick to action. I will absolutely recommend him to my family and friends!

Melody Neo
Support Specialist

I have known Jeremy for 15 years. Seeing him grow and mature into the person he is today, I am glad and confident that he has my best interest at heart, and has helped me sufficiently plan for my future.

He understands my concerns, addresses them and I know that anyone who genuinely wishes to plan for the future will find in Jeremy an assuring and capable FSC.

Chua Wey Jian
Shipping & Logistics Industry

Jeremy has always been genuine and nurturing. The most comfortable financial consultant that I’ve worked with. Jeremy has helped my husband and I realised how much we actually need for our retirement. And I’m happy to share that we are retired! I’m working part time twice a week now because I want to and not I need to! Jeremy is professional and always someone that I can check in with anytime.

I’m at my mid 50s and I have certain medical conditions. Jeremy has never “gave up” on me due to my conditions and managed to use a combination of CPF, my own external investments (which was recommended by Jeremy) and retirement plans to help me achieve my goals!

Firstly i would like to say a big thank you to Jeremy! In the past, my husband used to always worry about retirement. He would always say - “以后一杯咖啡两个人share” Now we can have a good cup of coffee anytime!

Chew Mei Nah
Retiree

I find insurance and financial planning concepts to be confusing and have always felt a lot of anxiety around them.

Jeremy is extremely patient and helpful when he explains things to me and also makes sure that I understand them.

I'm grateful that he's patient and prioritizes my concerns and questions, always checking in on how I am feeling or if I might have any hesitations. I highly recommend him as an Financial Services Consultant. :)

Serene Lim
Customer Success, Software Industry

Jeremy shows genuine care and concern. He is passionate about helping others with their finances, policies and investment. I got to know him since our HubSpot days where he was already very generous in sharing his knowledge and helping me with areas of financial literary and concepts.

Jeremy is knowledgeable and insightful; he understands what’s critical to have and customize a plan that makes sense and is unique to my goals and circumstances. I will highly recommend him to your friends and family as he is also not pushy and very sincere.

Shi Jun Neo
Customer Success Manager