Wei Ying Lee Email & Phone Number

Singapore

Embark on a journey to Financial Independence and Early Retirement with a seasoned Finance Professional who brings over 20 years of expertise in accounting, tax, and financial advisory. My approach is stress-free yet effective. Through my bespoke F.I.T. program, I craft personalized strategies for lifetime income and income protection, early retirement (10 to 15 years earlier), ensuring your wealth not only grows but is also safeguarded, and you even have the means to generously provide for your loved ones. For the business owners, my expertise extends to Corporate and Personal Tax Planning and Risk Management, seamlessly integrated into your financial plan, along with Unbiased Financial Advisory services. This comprehensive strategy is designed to optimise tax efficiency and support your business goals too.Whether you are just starting out on your financial journey or looking to take your portfolio to the next level, I am here to help. Connect me today to find out more about how my curated F.I.T. program can assist you in achieving your financial aspirations.True financial freedom starts with a single, intentional step. Let’s take that step together and navigate towards a secure and thriving future.

Singapore

Finance Professional with 20+ years experience in Accounting/Tax/GST/Compliance/Company Secretarial to SMEs and Individual.

Singapore

1. Client Relationship Management: Building and maintaining relationships with clients to understand their financial needs and objectives. 2. Financial Planning: Developing comprehensive financial plans that align with clients' short-term and long-term goals, including retirement planning, investment strategies, and cash flow management.3. Investment Advisory: Providing guidance on investment options, portfolio diversification, and risk assessment to help clients optimise returns.4. Tax Planning: Assisting clients with tax-efficient investment strategies and advising on tax implications of financial decisions.5. Wealth Protection Solutions: Analysing clients' insurance needs and recommending appropriate products to protect assets and manage risks.6. Wealth Management: Offering strategies for wealth accumulation, preservation, and transfer to future generations.7. Market Research: Conducting research on financial markets, economic trends, and investment opportunities to inform client recommendations.8. Regulatory Compliance: Ensuring all financial advice and transactions comply with relevant laws and regulations.9. Performance Tracking: Monitoring client portfolios and adjusting strategies based on performance metrics and changing market conditions.

Singapore

As a regional financial controller of South Asia region, I managed the finance team of Singapore, India, Indonesia, Malaysia, Philippines and Thailand. Provided strong support to the Vice President and local General Managers in managing the companies.

Singapore

I acted on a team managerial role and managed the financial operations of the Company. I managed finance operations including corporate accounting, regulatory and financial reporting as well as development of internal control policies and procedures, as well as implementing strategies to achieve revenue growth and margin expansion of the business.

Singapore

Wp. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia