Lee Song Yong
Financial Planning Expert
Hello I am Song Yong

Starting out as an insurance agent doing roadshows, I graduated from the school of hard knocks in the financial services industry.

 

Handling rejections time and again on a daily basis was a humbling experience.

 

I hardly did any financial planning and my service level was even worse.

 

I found myself deeply unfulfilled with what I was doing and my clients were also not getting the advice and service they deserved.

 

Today, I am blessed to be working with over 500 families, helping them steward their family's finances. I took a major leap of faith to switch to a different platform and providing a more consultative approach.

 

This allows me to assist them to solve their financial challenges by offering them different options and solutions.

 

Most of my clients have been working with me for more than 5 years and I enjoy the friendship and trust that they have in me.

 

I am now recognized in my company and branch as one of the top consultants.

 

In 2021, I achieved Top of the Table(TOT) in MDRT, an accolade reserved for the very best in our industry.

 

I have been invited regularly to give talks to ministries, statutory boards, clubs, and companies to share with them various aspects of financial planning.

 

Looking back, all these would not have been possible with my human efforts.

 

Whilst I am still working through all my weaknesses, I take comfort in Matthew 11:28 "Come to me, all you who are weary and burdened, and I will give you rest."

 

All glory to God! "

My Services

Retirement Planning
I specialise in working with professionals, pre-retirees and retirees in creating their financial and retirement plans. They are usually provided with a comprehensive review of their risk management needs to ensure financial contingencies would not impact their financial and retirement plans drastically.
CPF Planning
In addition, Song Yong integrates his advise with the national CPF schemes to help clients maximise their use of CPF funds. When it comes to solutions, Song Yong is able to capitalise on the relationship PIAS has developed with various providers to help clients compare numerous solutions and work out the most appropriate ones for their financial needs.
Portfolio Management
Song Yong subscribes to Warren Buffett’s belief that long term investment holds the key to a successful investment portfolio. As such, he does not attempt to time the market nor adopt an active trading strategy. Asset Allocation, Dollar-Cost Averaging and Regular Rebalancing are the core strategies implemented to augment the client’s investment portfolio.

My Achievements

2012
Associate
2017-2020
Million Dollar Round Table (MDRT)
2013 to 2015
Financial Services Manager
2009
Chartered Financial Consultant (ChFC)
2016 to 2018
Financial Services Manager
2017
Certified Financial Planner (CFP)

Videos

YOURS FREE:
Simple financial concepts that everyone can adopt to improve their financial situation immediately!
PS: This book serves to provide the tips and strategies on financial planning, but most importantly you need to apply and practice these strategies. Happy reading!

Testimonials

    Tools
    Education Calculator
    See how much children education can cost locally and abroad
    Insurance Calculator
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    Contact

    Song Yong Lee
    Financial Specialist
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