Kat Lee

B. Bus, CFP, AEPP®
Senior Financial Services Consultant

The decision to grow always involves a choice between risk and comfort.
Q.1 Tell us more about yourself?

The decision to grow always involves a choice between risk and comfort. I took a risk when I decided to set up my own financial planning practice with the support of AIA: today I believe it is worth the risk.

I made a career switch from employee to self-employed in September 2006 as “a mid-life” crisis decision. A former relationship manager in an offshore bank and a product marketing specialist in a MNC, I decided one day to take 1 year sabbatical to take stock. I came to realize during the break I like freedom, flexibility, variety and control over my career and an adequate work/life balance.

Unknown to many, I only got interested about financial planning after I almost lost my mother to breast cancer.

Q.2 Why did you choose this profession?

I am passionate about working with financially responsible clients achieve peace of mind over their financial affairs.

Q.3 Why Strategic Alliance?

Strategic Alliance is like a big cozy & vibrant family in which everyone feels good to be part of it.

Q.4 What are your expertise and experience?

I am a CFP™ professional with a Bachelor of Business degree from Nanyang Technological University, Singapore. I am a member of Financial Planning Association of Singapore (FPAS) & The Insurance and Financial Practitioners Association of Singapore (IFPAS).

I undertake work at all levels for individuals and families which include Risk Management and Insurance Planning, Investment Planning and Retirement Planning.

For companies, I specialize in Employee Benefit solutions.

I am effectively bilingual in English and Mandarin.

Q.5 Share a memorable experience:

The key ingredient in my practice is LOVE. The magic moments I have created for my clients and their loved ones are always memorable for me.