Hello, I'm Daphne Lee

Daphne is an independent financial consultant with access to multiple providers, allowing her to offer neutral, needs-based advice. She creates holistic financial plans that cover protection, wealth accumulation, and estate planning, avoiding piecemeal advice or product pushing. 

Daphne’s approach includes a customised financial blueprint that tracks clients’ progress through annual reviews, providing clear insights into how their money is being used to achieve their goals over time.

She works with a diverse range of clients, helping them protect and grow their wealth throughout their careers and into retirement. Many of her mature clients trust her to advise their families, as they prefer to have one dedicated and experienced consultant to take care of the family’s financial needs.

Her motivation comes from seeing clients build strong financial foundations and celebrating their achievements. The gratitude she receives from clients who have benefited from her advice reinforces her commitment and passion, knowing her work has made a meaningful impact on their lives.