I am deeply impressed with the consistent commitment, candour and thoughtful work David Lee has provided to explore and meet my needs. Rare combination indeed, of a thoroughly professional and personable financial advisor.
David and Leanne’s seamless approach to understanding my financial situation and needs was meticulous and value-adding. With a suite of product offering, they could recommend the best solution to value-add in my financial portfolio. Also, I have experienced great user experience and fast response in my interactions with them. I would highly recommend this great team.
I had the privilege of collaborating with the exceptional financial planners who offered invaluable advice and assistance in achieving my financial objectives. David and Leanne’s profound expertise and individualised approach instilled in me a sense of assurance and empowerment to make prudent financial choices. I enthusiastically endorse their services to individuals in search of reliable and professional financial planning support.
David have proven to be very passionate and professional since the start of our financial journey with a strategic intent to design and enhance our financial goal and aspirations as a team family. We believe David have the right attributes and personalities to continue a long term partnership and a true friend as we unfolds different stages of our financial life journey. If you are looking for someone who truly cares for your financial well being, financial security and be in partnership for the long haul, David is the right person to start that conversation with.
If you are looking to get your personal finances in order, David is the guy to go to. David not only spent time understanding our current spending habits and financial goals, he also reviewed all our policies and advised how we can change our polices to fit our financial needs, while saving money! I found his financial life design presentation really useful to understand why and how important planning our finances are and the detailed excel breakdown he provided us gave us a complete overview of my family’s finances. David is extremely patient and knowledgeable and always puts our needs and concerns first. I would definitely recommend David to any one who wants to better manage their finances.
David has been working with me on my financial coverage since 2012. He is very approachable and is always available to answer my queries. David is also constantly improving his knowledge and expertise in his industry, and this gives me the confidence that David is up-to-date with the latest developments in his field. Throughout the years, David has been very much a friend, and definitely someone who I trust to accompany me along my long financial journey.
A most reliable, sincere and talented individual, David always strives to bring out the best in others by bringing out the best in himself.
David has been my financial consultant for about 5 – 6 years and he has been instrumental in guiding me to organise my finances by analysing my needs in this aspect. When we meet to do a review, he really listens and never fails to recommend me something which is useful based on my profile, needs and most importantly my budget at that point in time. He made me realise the importance of retirement planning and how good financial planning can really help us in our later years. Having done this, at our recent meeting, I spoke about possibilities of investments and he shared a profile analysis of my finances and took time to explain it clearly to me. One thing I really appreciate is that he doesn’t seek to hard sell or to meet targets like many others do. His sincerity also makes him a great friend and someone I am comfortable to trust my finances with. I would definitely recommend David to anyone who is keen on financial planning.
David has been helping us with financial planning for several years now, and he is extremely dedicated and detailed in follow through. We appreciate his sincerity and dedication in helping us map out our financial goals and sharing of relevant products that could help us achieve our objectives. There’s definitely trust built over time working with him, and we appreciate David’s services and professionalism!
This is going to be a super positive testimonial because I’m simply very appreciative of and impressed by David’s expertise. I’m completely new to getting insurance and David was patient, teaching and friendly. I didn’t feel rushed or pressured into anything and left the meeting feeling relieved that I made this step for myself. I thought it was great that David explained all the steps to me, even aspects I wouldn’t have thought were important to my insurance decisions ie: lifestyle choices, future plans, saving etc. A small aspect with a big impact was that David was prepared. He even brought a separate screen he could connect so I could view all the information easily. I discovered that my finances could build and that I can make decisions later down the path that better suit my lifestyle, needs and wants. Most things are flexible and it was comforting to know that. This was my first time having a financial planning session so I didn’t know what to expect, but David went slowly and pinpointed factors that about my financial decisions I should think about. I would definitely recommend David to anyone who’s looking to get their finances in order and start planning responsibly. It’s a great self-care step!
David was very meticulous in formulating a holistic life plan instead of just issuing piecemeal advice. I found his presentations to be very comprehensive and detailed and allowed me to view my various plans easily. I would recommend David if you’d prefer a more customised approach to financial planning.
My financial advisor, David Lee, always provides comprehensive wealth management solutions. David is always well prepared, thorough, efficient, effective and trustworthy. His passion and drive for his clients goes above and beyond. I would definitely recommend David to meeting my family and friends.
David is very informative and savvy with current financial trends and makes excellent recommendations, which have made tangible improvements to my portfolio. It also helps that he is always contactable and responsible with my insurance claims, especially with my recent knee surgery. Thanks David and team!
David Lee is a smart, helpful and intelligent person. He is caring and will always provide support and help whenever I need it. He is not pushy in selling his products. He gives a listening ear and will offer suggestions and ideas when needed. My whole family insurances are managed by him and we are confident of him managing it well for us. He is always there for us whenever we need him for advice.
I have some money which I had no idea where and how I should invest because I’m not familiar with that. I started to consider buying an insurance to protect my family just in case I passed away suddenly. At the same time, I noticed that some insurance has an option to invest and get some returns back after 10-20 years later. I had registered in Manulife and met with my financial partner, David san. He is smart and kindly shared many ideas on how I can invest my money. After meeting with other financial advisers, I felt I can trust David’s words and made a decision to plan with him.
David is a dedicated advisor. He makes it a point for yearly check-ins to update our portfolio and household financial plans. David is very passionate and sincere. Thanks for being my trusted advisor.
David is a very professional, knowledgeable and helpful individual. He helps us to find the best insurance and investment products that fit our family needs. My husband and I are not good at keeping track of our insurance and personal finances. However, I do need to worry about it because I know it is taken care of as David takes the time to go through our policies thoroughly and makes the trip to do it in person. I would highly recommend David!
I appreciated that David was genuinely concerned about my and my family’s overall financial commitments and plans (or lack thereof) and respectfully suggested tweaks which would make more sense for my money. My previous experience with financial planners were more ad hoc and had much less real long term focus. I would not hesitate to recommend David to others.
Since I know David from 2016 he has improved significantly especially in the financial markets and knowledge of how funds deploys their investments. This has given me added confidence to continue to put more investment types policies and funds via David. He had introduced me to a fund called Havenport and I have benefited significantly over the past two years from that relationship. It’s exciting to hear new products from Manulife especially those which can be leveraged for our benefit. I am also very glad to hear his successes in growing his knowledge of family trusts and wills and that he has successfully expanded his baseline of customers. He is most helpful to me and my family needs.
Before meeting David, I was uncomfortable with financial advisors as it was not my personality to trust an acquaintance with my financial status. However, David is my daughter’s friend and I was advised to meet him with an open mind and a listening ear. In my first meeting, David shared his vision and mission as a financial advisor through a thoughtful and constructive presentation, based on a customer focus, financial advice for a retiree like me and his service plan. David’s attitude is important to me, him not pushing for a close deal shows his understanding, consideration, good sense of clarification and partnership in taking responsibility. I was glad to meet with David to discuss my financial status and his financial proposal. The proposal was well thought-through and takes care of my personal concerns and wishes. More so, David has kept me informed on the progress of the portfolios and the expectation of the changes and variation. I like his way of customer management and since then, we met a few more times to work on and go through the details. Each time we meet, I could see that David is a responsible person and he means what he says, which is a very big plus for me. In my opinion, a responsible financial advisor is trustworthy, well-informed, passionate of his/her work and a partner. I see these characteristics in David and as such, I have no hesitation in recommending him to others.
David is a great person to work with. He is very easy going and explains all information thoroughly with patience. I really enjoy working with David because he makes it easy for me to choose the right products for my long term benefit. I would confidently recommend David to all my friends & colleagues.
Appreciate David’s attention to detail and eagerness to perfect his approach. I really like that he listens patiently to my wants and adjust our strategy accordingly.
David has made the process of choosing and buying insurance not only easy, but understandable as well. I, like many others – find the world of insurance quite daunting and difficult to understand when it comes to the finer details, but David has a talent for breaking these things down into something thats easy to understand. Therefore the process of selecting the correct insurance options becomes a much more comfortable and enjoyable one.
David was an absolute lifesaver when I needed to figure my financial life out. He basically held my hand through the entire process, explaining what I should consider for the lifestyle I wanted to have and in complete consideration of my limits. He didn’t rush through any part of the process and genuinely took the time to run me through my options before we put pen to paper. He remains my go-to for any form of planning, not only for my personal finance but also for my entire work team.
What I found most beneficial was getting full visibility of my finances in one place, having an independent advisor help me to optimise that, providing different options depending on my risk appetite, someone who had persistence and patience in explaining things to me that I wasn’t familiar with. This was one of my first financial planning sessions, I had low expectations based on experiences my friends had with other financial planners. My experience with David though, was very different to those!
I especially like the fact that David is able to digitalize my portfolios into a format that is readable and easily digestible. As someone who is terrified by numbers, David is always patient to explain and he even goes the extra mile to do up his own deck just to explain a policy when it’s not even required! The effort he puts in his work clearly shows his sincerity and vision. David has been honest since day one and I appreciate his honesty and his heart for listening. Super thankful to have David design my Financial Life and with great confidence, I will definitely recommend him to anyone!
David is a knowledgeable and sincere advisor who provides insightful and practical advice should you require help in financial planning. He constantly tries to improve himself by keeping abreast with market trends and is innovative as he is able to come up with his own tools to help his clients calibrate and assess their portfolios. Not only that, he will seek feedback from his clients on how he can provide a better wholesome service and he is also very responsive to any requests raised to him. He can articulate very well and is definitely someone who can be trusted on. Thank you for your valuable service and advice David!
Thanks for the structured and detailed approach to propose how to consistently optimize retirement and insurance products to fit my changing profile.
David is very knowledgeable in the financial and insurance domain. He is also very attentive and goes the extra mile to help my family look into our finances. This is very rare from other agents whereby he has his own practice, process and platform. He is also very sincere, which is an important factor that I value most. All I can say is that he is someone who is trustworthy towards managing the finances of his customers, and is a very friendly and approachable gentlemen.
David has been of great help in helping me plan for my insurance needs, taking into consideration many factors including those that are specific to my life circumstances. His dedication to his work and passion for helping others improve their quality of life differentiates him from others in the industry. Through our meetings, I now have a better understanding of how different insurance plans fit in different stages of life, and with that, optimize my cashflow and coverage.
David Lee has been my financial adviser for some years. Not only is he very knowledgeable and logical, he takes the time to find out my existing needs and wants and what my future plans are, before proposing product/s. The most important reason for me to approach David repeatedly for his insight and advice, is that he puts my needs and financial plans first and foremost, and not what product/s he can offer. Thank you, David.