Josselyn Lee

Josselyn was born and bred in Singapore, graduating from the National University of Singapore.  With a head full of dreams, she went on to build a successful digital career with Yahoo!, General Electric, Electronic Arts and finally Crocs, as their regional Ecommerce Director.

Josselyn found her calling in Financial Services after having children.  This life event changed her perspective on what is important – sound financial planning being one of them. Her experience working in multi-national corporations as part of a senior management team helps her to understand what busy executives appreciate when it comes to financial planning.  Josselyn strives to help her clients build confidence and peace of mind, by guiding them through the steps needed to protect one’s family and grow one’s wealth.

Josselyn prides herself on having built strong client relationships that lead to many introductions to new people thanks to her integrity and strong work ethic. She is professionally qualified in Singapore to give both financial planning advice and general insurance advice.

Josselyn loves travelling and acquiring new experiences together with her family. She also loves music, practices yoga and trains for aquathlon events regularly.

Client testimonials:

 “Apart from being quick to respond, on top of things and very patient and thorough, Josselyn is fantastic at what she does because she’s driven by the key motivation of offering solutions based on maximum value they will offer to her clients in their times of need – as opposed to what she stands to gain from them. I also love it that she represents a wide range of companies as this enables her to recommend policies that best meet our needs.”

Angela Poh, Regional marketing and communications manager at Ethos BeathChapman.

“Josselyn was a great help in sorting out my insurance needs and she is also an excellent financial advisor. She is smart, knowledgeable, organised and extremely helpful. Most importantly, she is honest and down to earth and is someone who listens well. I would recommend Josselyn highly as a financial advisor.”

Quek Li Choo, Senior counsel and head of corporate secretariat at Deutsche Bank.