SARAH LEE

Thank you for entrusting your financial planning needs to me and I will continue to commit my very best effort to refine your financial goals according to your life plan.

ABOUT ME

Before working with Vision Advisory, I was in the Banking Industry (Credit & Marketing) for 7.5 years after graduating with a Bachelor of Arts degree from NUS. I have always believed that life has more things in stored for me. That led me to seek out a career that would yield a compensation congruent to the efforts I put into it, and ultimately also put me financially ahead of my peers.

And how time flies, I have been in the Financial Planning business for 22 years with a consistent track record of 21 x Million Dollar Round Table, with 1 Court of the Table industry qualifications. I am proud that I have been Manulife FA’s Top Producing Manager for 4 years running, and I am continuing to strive for even better results.

Why did I choose a Financial Planning career? Well, the work not only rewards effort handsomely, but the sky is the limit when it comes to how much you want to write your pay check. In addition to opportunities for recognition and self-development, you get to chart your own career path, either in personal sales and/or management. Most importantly, the work enables me to touch and influence the lives of families on a daily basis.



With Vision Advisory, there are a myriad of success stories similar to mine, that showcase the strength and depth of the Agency. I genuinely believe that this is the best place to start if you wish to embark on this fulfilling career path. Teamwork is at the core of our values. We have built various platforms to support one other and provide unlimited opportunities to stretch abilities, both on a professional and personal level.
A cohesive culture and warm family for our Financial Advisors to learn and grow awaits you. If you want to be part of this journey, contact me today to find out more.

AWARDS & ACHIEVEMENTS

Top AVP/VP of the year (HNW-ML Signature Series)

Top AVP/VP of the year (Personal Production- Revenue Credit)

Top 3 Unit of the year (Wealth Management)

Top 3 producer of the year (Overall Revenue Credit)

Top 3 producer of the year (Unit Trust Revenue Credit)

Million Dollar Round Table 2018

 

Top 3 AVP/VPs of the year (Overall Revenue Credit)

Top 3 AVP/VPs of the year (MLS Revenue Credit)

Top 3 AVP/VPs of the year (Unit Trust Revenue Credit)

Titans Club 4 Star Qualification (AVP/VP)

Titans Club 4 Star Qualification (FSC)