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Become an Achiever!
Reaching your Financial Goals with a Peace of Mind!
Hello There!
Meet Sherelyn Elyn Lee, a seasoned financial professional with over six years of experience in the industry. Managing a combined investment portfolio exceeding $10 million, Elyn is a trusted advisor renowned for her holistic financial planning approach to high-net-worth individuals, entrepreneurs, and families seeking a secure financial future.
Beyond financial prosperity, she firmly believes that true financial security extends beyond mere numbers on a balance sheet. Her approach centers around understanding each client's unique goals, aspirations, and values. By taking a comprehensive view of their financial landscape, she crafts customized strategies that encompass investment management, tax planning, estate planning, risk management, and retirement planning.
With her expertise and dedication, Elyn helps her clients paves the way to a brighter financial future and a more fulfilling life.
Sherelyn Elyn Lee
SP - Jazreel - Galvin Ang Org
AN AUTHORISED REPRESENTATIVE OF AIA SINGAPORE PRIVATE LIMITED
(REG. NO. 201106386R)
Services Rendered
The Benefits of Financial Planning is Endless
Portfolio Analysis
From personal finances to business growth, we wants to help you overcome your struggles in order to create the successful actionable plan for individuals and businesses that you’ve always dreamt of.
Strategic Planning Session
Understanding your unique goals, aspirations, and values. Get customized strategies that encompass investment management, tax planning, risk management, and retirement planning to make more informed financial decisions.
Your Personalized Solution
What to Expect:
1. Establish a Relationships Platform with Individuals or Companies
2. Consolidate Financial Information & Objectives
3. Analyzing & Evaluating Individuals or Companies Financial Needs
4. Developing Customized Solutions & Alternatives
5. Implementation of Solutions with Actionable Plan
6. Monitoring Progress of Solutions
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Client Reviews
Positive Impact
Sherelyn is empathetic and willing to help us whenever we needed. She always one step ahead and showing her sincerity. Every year she will keep in touch with us with an annual update. We really would like to say a big thank you to her. Wishing Sherelyn continue to strive in her business and do well! 💪🏻💪🏻
Terrance Wong, 42,
Engineer
Sherelyn has been very professional and knowledgeable. She is not a hard seller, she provides concepts that are easy to understand, honest and open. She is always available to answer any questions and has wonderful personality. Thanks again for your enthusiasm and expertise. I highly recommend her. She is fantastic!
Giselle Wong, 37,
Business Owner
As a client, I appreciate
Sherelyn's clear explanation on the policies I currently owned. She was patient and really helpful. Highly recommended for everyone with different life goals and stages. She was also very helpful during the claims process. I believe in Sherelyn. I think it's hard to find another person same as her. I'm grateful for her help along the way.
Hooi Sim, 42,
Accountant
Sherelyn is very prompt and good at her service. Any time i have a question or concern with my policies she will give me advise and help me solve it. I would recommend her to anyone that want a professional agent to buy insurance with :)