Lily Fung Seok Yee

Financial Advisory Manager

(MAS REP No.: FSY300587521)

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Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.

Certified High Net Worth Adviser | Former Finance Business Leader | Consultant to Busy Professionals & Business Owners | Unbiased Holistic Financial Planning | Tailor Structures For Tax-Efficient Wealth Transfer

I am a chartered accountant by education and a financial consultant by passion. I bring a deep commitment to help busy working professionals to achieve financial freedom to retire early so that you can work for passion rather than money in 10-15 years earlier without the stress of knowing where and how to start.

I spent over 26 years of my career holding finance leadership roles in risk management and financial solutioning. I harness a keen sense of business insight along with an innate sense of empathy to strategize personal financial plans.

I am here for impact and balance: having gone through life’s milestones and a journey of personal growth, I am here to share with you my experience and to support you in your journey towards financial happiness. Today, having authentically helped support, curate and champion ‘financial happiness’ for my clients, I can truly say that this has been my most profound and significant personal re-invention.

All these years, my innate authenticity connecting with people on a deep level have earned me the reputation and credibility as a trusted business finance leader, a Go-To person for advice. Likewise, I want to build trust with you but trust is not going to happen by chance unless I feel and understand your story….so, please reach out to me for a coffee chat to get to know you better.

My Qualification:

Bachelor of Accountancy, NTU
Chartered Accountant, Institute of Singapore Chartered Accountants, CA
Certified High Net Worth Adviser, IBF level 2 & 3 qualification
MDRT Qualifying Member
Associate Financial Consultant, AFC
Representative Member of the Association of Financial Advisers (Singapore) – AFA(S)

I will guide you through the financial planning process by customising a solution for you and your loved ones, carefully selecting from the wide array of products offered by our partners.

My services & specialities include but not limited to the following:

Comprehensive financial health check (via an award winning financial planning software)
Insurance portfolio review
Retirement planning
Wealth management
Heath insurance
Life insurance
Children education planning
Mortgage planning (risk management & optimising financing costs)
Estate planning
Keyman insurance
Employee benefits
Business succession planning

2021 June to present:

Achieved Financial Alliance Promising Star award within 1st quarter
Achieved Million Dollar Round Table award (top 10% in the financial services industry) in 5 months
Achieved Top Rookie Adviser (Champion-Department level) award in Year 2021
Achieved FA Quality Class Merit Award 2021
Achieved Top Rookie Adviser award in Year 2022
Achieved FA Quality Prestige Award 2022

Prior to 2021:

A competent Go-To business finance leader of character: Trust & credibility that I have earned for myself in my 20 years at DFS, LVMH Group as a highly respected leader. An enriching 26 years of upward progression in my corporate finance career that was built on a foundation of trust, authentic leadership and personal ownership that have propelled me forward to be a better person professionally & personally (read more: “Testimonials”)
A well recognised chartered accountant professional qualification with the Institute of Singapore Chartered Accountants

Years in Corporate Finance

Assets under advice (S$)

In 0 months

Qualified for MDRT

Services

Financial Healthcheck

Insurance Portfolio Review

Financial Retirement Planning

Are Your SRS Savings Sitting Idle and Losing Value against Inflation?

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#ChooseIndependent:

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Testimonials

Lily listens to your need. She do not go straight into telling me what product she has, but started with conversations to understand me and also my plans. With that she came back with a detailed analysis, provide me options and advice. Lily is very clear in her presentation, and is very open with counter proposals for discussion. The sessions were then effectively carried out.

Yoong Han

Finance Manager

I have engaged 2 financial management firms in the past and though I understand the importance of financial planning, I have never given it a priority. When Lily approached me, I agreed to do it again with her because I know her as an ex-colleague for 8 years and she is definitely someone whom acts as strong integrity. Her 1st presentation totally impressed me and I am not saying this because I know her. For the past 15 years that I was with the other 2 financial planners, I have never received an analysis this detailed and clear. Lily maps it out based on my personal profile and investment approach appetite. She clearly showed me what sort of impact and benefits this plan can bring me. What really strikes me is that she is totally transparent with me and even shared what she does for herself. Plus, she is every ready to share her perspectives and learnings from an educational lens and not just to push you to engage her. I am a client of very small portfolio and yet she is willing to go to such lengths to help me understand my own financial situation. Hence, I would highly recommend her for anyone who needs a true advisor who will put herself in your shoes and act with professionalism (no sales pitch nonsense), responsibility and bearing high accountability.

Zann Ng

Head of Marketing

Lily was meticulous in her analysis of my financial situation and presented a comprehensive overview of my financial health. She thoughtfully curated the session to optimize my financial hygiene such as correcting my misconceptions about how best to utilise SRS tax reliefs, which no other advisors had done for me in the past 3-4 years since I began contributing. Taking into consideration my future needs and goals, Lily gave practical and actionable recommendations to narrow the financial gap. Lily’s professionalism in the consultation far exceeded my expectations and I am confident that having her as my financial advisor is the right choice. I strongly recommend Lily to anyone who values the importance of a sound financial planning and seek credible advice.

Lee Jian Kai

Compliance Investigator

Lily is a trustworthy advisor who takes the time to understand my financial health and goals. As I am new to investing, she went through the basic concepts of investing with me to help me understand what to look out for and how to start building my portfolio. Her explanations of the recommended policies were detailed yet easy to understand, which gave me greater confidence in assessing for myself whether the policies would fit my needs. Lily is also responsive and forth-coming in answering my queries – she’s just a text away. In all, I feel assured of my investment journey with Lily’s advice:)

Rachel Phua

Executive

Lily was able to give a very factual and no frills analysis about my financial health, proposed very down to earth financial solutions which suited my lifestyle needs. She was able to recommend products that is both long term and short term, basically giving me a good overview to me on my financial needs. Would definitely recommend her to family and friends .

Luke Koh

Executive Director, Head Merchant Partnerships & Development

The advice Lily gave to me was consummate and relevant to the big questions I have. Our conversation was primarily focussed around the life goals I had identified but also on all the possible scenarios that would hinder me from reaching these goals. What I like most about the advice she gave me was the portfolio approach: with clear pros and cons for each solution offered, I now know how I can reach the goals I have set for myself. With our sessions going beyond financial planning only, it has helped me to see my financial goals in a larger frame.

Kevin De Graav

Sr Global Retail Operations Manager

Over several years, I worked side by side with Lily, leading our respective teams in HK and SG, to drive the Consumables business in Singapore. Eventually, we also co-led, over 9 months, one of the most complex and demanding Special Projects at DFS. Lily is one of the best teammates I have ever worked closely with. Her integrity is her foundation. It drives her strong communication skills, attention to details, and care for her team. She is tenacious at driving progress and results. As a team member, you can always count on her. I highly recommend Lily to any organization. She will jump right in and bring leadership and results!

David Chan

Global retail expertise in merchandising & planning

Lily is a strong, confident female finance executive with deep experience in the retail sector. We partnered closely together on a number of complex, high-profile projects where Lily’s financial analysis and thoughtful partnership accelerated our success. She is not afraid to roll up her sleeves and get her hands dirty, and she has shown real strength of character, loyalty and commitment through adverse and challenging times. Simply put, Lily will be an asset to any company.

Michelle Yu

Ethics & Compliance, LVMH Asia Pacific

I have been fortunate to work with Lily for 10+ years spanning across different roles and projects at DFS. Right through the journey, Lily has been a truly inspirational leader and a mentor to me in many ways. Her guidance and encouragement has supported my career development immensely. The level of dedication, commitment & professionalism Lily brings is rare to find. Her presence stretches way beyond her financial expertise & she has been a close ally in all business matters. Lily has great attention to detail and is meticulous in everything she does. A lot of thought and research goes into her work. Lily is amongst the most dependable person I have worked with & I would highly recommend her to any organization. I personally wish to work with her again!

Prashant Mahboobani

Vice President, Oceania

I trusted Lily with my very first investments. With a very basic knowledge about investments, it was crucial for me to have a clear understanding about finance, wealth and planning for the future. Lily was able to address my personal needs based on my current status, my financial situation and plans that I have ahead of me. Lili’s professionalism and work ethic is beyond expectation. I continuously receive market updates, additional materials about investments, getting invitation for webinars and much more. On top of that Lily advises me how to take care of my newly adopted cat as she has so much more experience in this field too. hehe So, if you are looking for knowledgeable and reliable finance advisor, no doubt you will be happy to work with Lily. And if you have cat… call her now… immediately.

Eugene (Yevhen) Yanyshyn

Manager, Global Store Operations

I had the absolute pleasure of working alongside Lily throughout my tenure as Managing Director , Asia South . Lily was much more than a highly skilled finance executive , she was a critical business partner in a highly complex operation. I had such trust in Lily that I would always seek her counsel , especially around tender strategies , contract negotiations and the myriad of issues that arrived on our desks every day . Her ability to gain a deep understanding of the business issues , across multiple territories , was second to none. Her work ethic is impeccable , her accuracy legendary at DFS , but it was her willingness to challenge and push hard for solutions and success that I remember and valued above all else. I would have no hesitation in recommending Lily to any future employer . Lily truly is one in a million.

Craig Mckenna

Independent Consultant

I worked with Lily for the majority of my 22 years with DFS. During most of her tenure, she either reported directly to me or one of my Region Directors or Presidents. Lily is a One of a Kind senior Finance Executive. Her knowledge of broad Finance and Accounting methodology and detailed workings of Singapore Law, Regulations, and contracts enacted by DFS made her an integral part of my team. A dedicated over achiever who took personal ownership of her businesses, left no stone un-turned, and always fought like mad for the ultimate teams being affected by each and every contract, deal or business unit decision she was involved in. Lily possesses a style that works perfectly for Multi National companies. She is a true local asset who can challenge and engage with Top Executives regardless of their point of origin. Lily is a guaranteed win for any organization. Anyone wishing to discuss Lily need only reach out to me.

Tim Delessio

Retail Consultant @ DeLessio LLC

I have worked with Lily in different capacities covering various markets in Asia over the past 12 years. In my early years, Lily was an incredible mentor and teacher to me, a clear testament to her people development skills and passion. Over the last few years, Lily reported directly to me during which time she became my most important and reliable partner to lead the Asia South Region. Lily is highly meticulous, thoughtful, solution oriented, reliable and incredibly knowledgeable beyond the finance and accounting world. Her strong technical skills and sensible people approach made her an ideal partner to manage through the complex and varying business and regulatory frameworks in our diverse portfolio. Lily will always ensure the best outcome for the company, not back off any challenge in front of her, work relentlessly and diligently through any complexity ahead of her and partner closely with key stakeholders in the process. She is one of a kind and any multinational organization will be lucky to have Lily in their team and can be assured she will deliver beyond expectations. I am more than happy to provide more direct feedback upon request.

Robert Calzadilla

Executive Vice President, Strategy & Business Development, DFS Group (LVMH)

I have known Lily for many years now, having worked at the same company together, and am very happy to engage with her in her new avatar as a financial consultant. What I really liked about consulting with Lily: 1.) Her detailed analysis and reasoning to ensure that the products she recommended catered to my financial goals. 2.) Her speed of response to any questions that I had. When I asked for alternatives, she came back the next day with alternate options. 3.) I have always known Lily to be very methodical and thorough while doing any analysis, and this shone through during our investment conversation as well. Overall, I am very pleased with Lily’s approach to helping me achieve my financial goals and would readily recommend her to any prospective clients. I also look forward to continue building my portfolio with her.

Anshuman Kaushik

Senior Finance Manager, FP&A Dyson

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