Vivien Lee
Executive Director of Sales, Financial Services · ChFC/S · 15+ Years in Industry
MDRT 2020-2021 & 2025
Retirement Planning
Wealth Management
Estate Planning
My Story
I have always believed that when you genuinely enjoy what you do, work stops feeling like work. That belief has guided my approach to financial advisory for over 15 years. I am deeply committed to helping people achieve their financial goals, and I take real satisfaction in knowing that the plans we build together make a tangible difference in the lives of my clients and their families.
I hold the ChFC/S credential, which reflects my expertise and commitment to the highest standards of ethics and professionalism in personal finance and retirement planning. Beyond individual client work, I have also been actively involved in expanding our wealth management services, partnering with stakeholders and applying my experience in business development, client relationship management, and strategic planning to help grow the organisation alongside the people within it.
What drives me is not just building a business, but reaching as many people as possible and helping each of them take meaningful steps toward financial security. I value teamwork, innovation, and excellence, and I bring those values into every client relationship and every plan I put in place. If you are looking for an advisor who will stay with you through every stage of life, I am here for exactly that.
Specialties
What I Focus On
Comprehensive, personalised financial planning that stays relevant through every stage of your life and your family's.
01
Retirement Planning
ChFC/S-grounded strategies for building a secure, sustainable retirement income tailored to your goals and timeline.
02
Protection & Risk Management
Coverage solutions that protect clients and their families at every life stage, with proactive claims support when it matters most.
03
Wealth Management
Holistic portfolio planning and investment strategies aligned with each client's financial aspirations and risk profile.
04
Estate Planning
LPA guidance and structured planning to ensure your wishes are documented, protected, and carried out with clarity.
Client Testimonials
What Clients Say
★★★★★
Zhang Yanling
My sister-in-law introduced Vivien to me because of the great experience she had with Vivien's help to get her LPA certified. Vivien is extremely helpful. Knowing that I am also interested in making my LPA, she helped my husband and I register for the LPA webinar organised by IFPAS and secured slots for us for the certification. The webinar gave us a good insight of what LPA covers and how to register LPA online. This made the whole process of my LPA registration and certification remarkably easy and efficient. Very grateful to Vivien for the help.
★★★★★
Danny Lee
Vivien is very responsive, professional and knowledgeable. My wife and I appreciate her sincerity every time we interact with her. She is generous with the information and details whenever she shares with us potential new products. Vivien will provide a very objective and balanced view without being pushy. We are very pleased with her level of service.
★★★★★
Lau Kar Hoon
很庆幸能认识Vivien，前前后后我们都认识这么多年了，差不多每年我们都会约面谈。她都会很有耐心的帮我回忆我都购买了那些保险，加分析等等。随着年龄的增长她会给我推荐合适我的保单，她专业的分析让我很容易理解这复杂的保险。处理购买保险有很多复杂的资料，她都能很快的处理好，所以我们的面谈都很顺利的。要没有她这么敬业的经纪人给我分析，我想我是不可能会想要去了解的。
★★★★★
Jocelyn Borlongan
Vivien has set the standard of what a financial advisor is — knowledgeable about her products, committed, proactive and caring. She makes sure that my family has the correct coverage that we need, always taking into consideration our preferences, and not doing any hard selling for the sake of hitting some numbers. Even though we are now based overseas, Vivien still makes sure that we are updated about our policies and any changes that might be useful to us.
★★★★★
Daniel
Vivien has been an exceptional financial advisor. She is extremely helpful and patient. She took the time to understand my financial goals and provided me with personalised solutions that met my needs. I highly recommend her for anyone looking for a financial advisor who is dedicated, knowledgeable, and will go the extra mile to help you achieve your goals.
★★★★★
June
Vivien has been our adviser for many years. What I like about her is that she is attentive to details and introduces what is relevant to us while taking our preferences into consideration. This is important to us as we have met advisers who were only interested in numbers and hard-selling. She is knowledgeable about her products and proactively keeps us updated about changes to our policies. She is patient in explaining and answering the queries that we have. Keep it up!
★★★★★
Grace Chan
She was able to slot me in at a time and location that I requested, quite late notice, and walked me through the process smoothly. Much thanks Vivien!
★★★★★
Kes Choo
Thanks to Vivien, our family was able to obtain coverage and investment policies that suit our current life stage. We appreciate the annual portfolio review to keep everything up to date and to inform us of ever-changing options. We're glad to have Vivien on our side.
★★★★★
Suriya binti Surani
Vivien went the extra mile to assist me when my husband was first diagnosed with cancer. She walked through everything and made sure it was all smooth sailing. Thank you Vivien, I really appreciate it. God bless!
★★★★★
Lim Chern Chern
Vivien is a very conscientious advisor. She advises on the best plan for me at different stages of my life. She is extremely reliable and hardworking, following up for me on all matters insurance related. She helped me with my sons' claims recently and I am so thankful for this. I will be so lost without her help. Thank you Vivien, you're the best!
★★★★★
Jerry
Vivien has been my FA for close to 10 years. She doesn't oversell, shortchange or overcommit, which I've seen some agents do. She introduces what is relevant to me, informs me of the benefits, and follows up for any changes needed. Thumbs up!
★★★★★
Su Unn
Vivien has been my financial adviser for many years and I never felt like I needed to look for anyone else. She is caring, attentive and patient. She knows her products well and is always listening to what my needs are and suggesting policies and plans that would be useful for me.
★★★★★
Sherlyn
Vivien is a good FA. She has been very attentive and patient in explaining the ongoing policies as well as the new ones. She will follow up on the ongoing policies annually without fail! Thank you Vivien, I appreciate what you have done these years!
★★★★★
Jaya Nathan
Vivien is more than a consultant to me and my family. She is a friend to us. She gives us sound advice with regards to our finances. I have known her many years and she is always very helpful and informative. Thank you Vivien.
Get in Touch
A Conversation Can Change Everything
Most people find it easier to start with a conversation. If something about your finances feels unsettled, reach out and we can take it from there.