Sarah Lee Email & Phone Number

Sarah has been in the financial services industry for over 25 years, specializing in planning for both HNWIs and professionals. She is an all-rounder who is well-versed in wealth management, legacy planning and retirement planning.With a strong & supporting fan base in her Clients, Sarah has continued to excel in personal sales and has under her belt a long list of achievements comprising Lifetime & Qualifying Million Dollar Round Table (MDRT) achievements – 26x with 5x Court of the Table and 1x Top of the Table, in addition to many Company awards. As an Advisor to the Education and Training Platform at Vision Advisory Management, Sarah is a strong advocate that knowledge and application are important keys to building a successful career in the industry. Sharing her years of knowledge and experience with fellow peers has always been her passion.She has also been featured in multiple media publications such as Channel News Asia, Industry icon Dr Sanjay Tolani’s The Perfect Mindset Playbook (Green) and Luxury Network Magazine Issue 27.

Listed skills include Business Strategy, Portfolio Management, Financial Advisory, Financial Reporting, and 11 others.

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  National University Of Singapore

  Economics & Philosophy