Victor Chu, Self-employed

Louis Lee has been my long-time friend since university. He has started to assist me in planning and reviewing my wealth protection plan and medical coverage since 2012. Louis has always been able to understand our needs, explain to the point and provide me with sound financial advice that meet my personal and family’s goals. I believe all these have to do with Louis’ personality attributes - compassionate, sincere, and helpful, which complement with his strong financial knowledge he acquires from Chartered Financial Consultant (ChFC) courses. Over the years of collaboration, we have established a series of wealth & health protection for my family through periodic reviews initiated by Louis, and that has enabled me to live with my mind in peace.

Pattara-orn Yu, Senior Research Assistant from SUTD

I know Louis through referral from my friend. I’m really grateful to know him from the early years of my career. He always gives honest advice truly for my benefit to protect my finance, grow my assets and plan for retirement. When time was tough, he was there to help me with the claims and made the process easy although some case was tricky. If you’re looking for a reliable, trustworthy and resourceful financial advisor, he is the one who will take care of you through thick and thin.

Joan Elaine Chiang, Chef De Cuisine

Louis is a god sent angel, we meet through a mommy & baby campaign. He was assigned to send me baby gift package. I was never his client, all because he gives me a very warmth n caring feeling and makes me open up to him and give him my trust. I share my difficulties to him after he analyzes my situation he lays it out in a very simple manner which makes me understand clearer. He always makes time to attend to my questions, I’m so glad we became friends.

Goh Chew Yen, Finance Manager

Louis is an honest friend and a trusted financial advisor to me for a long time. I am glad that he had joined the industry early in his caree and has always been there for his friends and client-turned-friends through these years. His perseverance is notable. Louis listens to my concerns and carefully advise options for both life protection and wealth planning. Being one of his first few client, I am really grateful that he had convinced me to buy a medical plan with good coverage which has come in handy down the years especially when I had to undergo an operation years ago. For wealth planning, I noticed he put in effort in learning portfolio management. A couple of investment policies I have with him did not perform for a period of time until he took over. Today, I am looking at 30% growth for 1 policy and another one at >50% growth. Investments involve many factors. While the growth in my investment is important, his initiative is just as remarkable. Go to him if you appreciate straightforward and honest advice. No fancy words and expensive gifts. :)

Victor Lim Zheng Bang, Research Scientist from Singapore PolyTechnic

He is a persons who demonstrates sincere characteristic to everyone, especially to his precious clients. He is a good listener, he is willing to listen to your story, and even it might not be anything related to your financial planning. He is also a truthful friend who is willing to offer help, from his best capabilities, even it is midnight! I know Louis for more than 25 years since our secondary school times. The key difference Louis brought to me, are two parts. First of all is positive character. No matter how difficult I am facing in my life, he will always, willing and able to cheer me up with his charming positive character. He can describe the difficulties I am facing in different angles which actually I don’t feel too bad in the end! 2nd is the knowledge in financial planning. I am having the old mindset of saving in bank is the only way to grow my wealth. He, being the professional financial consultant, is able to introduce me different approaches of financial planning and tools (stocks, investment fund, property etc.). Beyond that, being a caring financial consultant, he is able to adjust my financial planning and investment, phase by phase, through detailed and patience introduction of various packages in Prudential so that the packages will suit my family needs (elderly parents and young children) in the end. Without any hard sell, he will respect our financial limitation and only introduce those most we are affordable. On top of that, the most precious from him is that he is willing to work with you frequently (half yearly to yearly) to go through and understand your current financial status and wish list before he can plan the best for you! Louis, beyond a financial consultant, he is a food lover and family oriented person! He know where to hunt for good food (please see photo below) and we always gather for the nice dishes around Singapore. He love his family as well, from deepest faith of his heart. He care his wife as well as his lovely son, Garlic. He will give in everything to nurture his family.

Koh Jing Syan, Financial Consultant from ACO

Louis is my senior in agency. He is a super humorous and funny person. Though we are both self-employed and doing our own business at most of the time, he is very kind n selfless to share me how he does sales and even helps me to analyse my client's case and profile in the first year I join Prudential. I feel so blessed to have him as my colleague.