LEE XU YUAN
Prudential Senior Financial Consultant
Rise above the storm and you will find the sunshine.
To me, the job of a Financial Consultant is to provide holistic and customized solutions to help one navigate personal/entity finance foundational principle to meet their goals and objectives.
Financial Planning is important because people tend to overlook money management, which plays a critical role in our life. Not all risk management and wealth accumulations solutions can address everyone’s needs. In-depth and regular plannings are the key to achieve success in personal finance.
In 10 years time, I see myself leading a strong agency where I will able to excel together with my clients and their families.
what my clients say about me
Xu Yuan is an excellent advisor. He seeks to understand the needs of the client and will only suggest plans suited to the latter. He has helped me make very strong investment gains as well as the appropriate plans for my retirement based on the current point in my life. He is trustworthy, responsive and proactive. I am very glad to have him as my financial consultant and I do highly recommend him.
trustworthy, responsive and proactive
helpful and very patient
I’m very happy to meet my current agent as he is very helpful and very patient whenever we need helps. He also responds to our enquiries very fast and very responsible. I will definitely introduce him to my friends. Keep up the good work Xu yuan.
He's someone who puts your interests first. He help me put my business and personal financial goals into a plan to help me achieve my goals. A knowledgeable, honest and professional financial consultant.
Proactive and provides timely and sensible financial advice
informative and attentive
Got to know Xu Yuan from my colleague. He is an informative and attentive Financial Consultant, not just any 'next door' insurance agent who forgets about you after achieving his sales. Ended up getting all my policies from him. After-sales service is excellent. My most recent encounter with him is last month when I'm looking for mortgage insurance after purchasing a new property and he called me and explained everything to me even though it's already quite late at night. Thumbs up!
always a pleasure talking to him
He is very helpful and made me understand the insurance in a way that any lay man could understand easily. It's always a pleasure talking to him and he still continues helping me.