Magdalene Joanne Lee

Financial Advisory Consultant

(MAS REP No.: MJL300707355)
More Than Advice, It's a Partnership: Let's Journey Together!

Hi! I’m Joanne, a passionate financial planner dedicated to helping individuals and families achieve their financial goals and dreams.

Whether you’re planning for a comfortable retirement, preparing for a significant major life milestone, or seeking sound investment guidance, I’m here to support you every step of the way with our comprehensive One-Stop Solution Platform.

I believe in providing a Simple, Actionable Financial Blueprint that empowers you to make informed decisions about your future with confidence. Together, we’ll turn your aspirations into achievable milestones.

If you’re ready to start your financial journey, feel free to reach out to me for a Free Consultation with you and/or your family HERE.

If you’d like to find out more about my personal story, you can read about it HERE.

I look forward to connecting with you soon!

0
Financial Alliance Years of Experience
$ 0 Billion
Financial Alliance Assets Under Advice

Services

Financial Health Check
Insurance Portfolio Audit
Estate Planning

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Testimonials

I wanted to kick start this partnership as I felt the importance of planning my finances for my future, and specifically because I had learned a lot more about financial planning in my first full-time job at a financial advisory firm. Also, I strongly feel that I could trust Joanne and that we could connect more when we are talking about the aspects of financial planning related matters. Furthermore, I wanted to be more prepared for the future as my parents are not as financially literate as I am. Hence, since I felt comfortable talking about these issues with Joanne, I decided to kick start this partnership with her. Throughout the entire planning process, I felt that it was important to financially plan for my future as it is a responsibility to myself and the people I care about —my family members. At the same time, I feel like I have become more responsible towards my life and that I have finally step into adulthood due to the different responsibilities and tasks that I have. There is certainly differences between my financial situation now and prior to working with Joanne. Before working with her, I knew what are the things I have to plan for my future but I did not know how I can go about carrying out these plans. But now as I work with her, I am able to execute the plans for my future through the buying of insurances, diving into investments and setting goals for my future as well. Hence the biggest difference was that, prior to working with Joanne, I know what to do but not how to do it. However, now that I am finally working with Joanne, I am able to know why and how to do it. I would definitely recommend her to my friends and family!

Evelyn

Accounts Assistant

I was introduced to Joanne through my sister. My sister has a good relationship with her and she recommended her as a financial consultant quite a while ago. After an unpleasant incident with a previous financial advisor, I decided to heed my sister’s advice and I am happy to have made that decision. After every meet up, I believe that I am more aware of the importance of getting myself insured and I am glad that there are people out there who are sincerely helping me out with that. The difference comparing to my previous experience is that Joanne takes her time to built the trust with us. I feel comfortable and confident of the plan that she has created for me which is suited to my needs. Secondly, I love that she is patient to always explain on the concept and importance of saving money and having that safety net.

Hairati

Aquarium Specialist

What made me kickstart this partnership with Joanne is because of the rapport and trust, as well as her transparency in sharing detailed financial planning and giving honest suggestions. The values that I have derived from my experience with Joanne throughout the entire planning process, is the importance of understanding one’s financial situation and goal before planning and applying for insurance/investments that suits me. I learnt through this experience that this is a long-term process, and adjustments are bound to happen but can be minimized with proper planning.

Syuhaidah

Student @MOHH

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Magdalene Joanne Lee

MAS REP No.: MJL300707355

Financial Advisory Consultant

0
Financial Alliance Years of Experience
$ 0 Billion
Financial Alliance Assets Under Advice
More Than Advice, It's a Partnership: Let's Journey Together!

Hi! I’m Joanne, a passionate financial planner dedicated to helping individuals and families achieve their financial goals and dreams.

Whether you’re planning for a comfortable retirement, preparing for a significant major life milestone, or seeking sound investment guidance, I’m here to support you every step of the way with our comprehensive One-Stop Solution Platform.

I believe in providing a Simple, Actionable Financial Blueprint that empowers you to make informed decisions about your future with confidence. Together, we’ll turn your aspirations into achievable milestones.

If you’re ready to start your financial journey, feel free to reach out to me for a Free Consultation with you and/or your family HERE.

If you’d like to find out more about my personal story, you can read about it HERE.

I look forward to connecting with you soon!

  • Financial Health Check
  • Insurance Portfolio Audit
  • Retirement Planning
  • Estate Planning

Qualifications:

  • Bachelor of Commerce (BCom) (Management & Human Resources Management)
  • Singapore College of Insurance Certified
  • Certified Personal Trainer (CPT)

My Services

#ChooseIndependent:

My Content

SRS Explained: Save on Taxes and Grow Your Wealth
Maximize Your Savings: How the Supplementary Retirement Scheme (SRS) Can Help You Save Tax and In...
An Inspiring Journey of Perseverance and Vision
✨ An Inspiring Journey of Perseverance and Vision ✨ This morning, I had the privilege of hearing ...
BTS ARMY: Fan Life & Our Finances
BTS ARMY Fan Life & Our Finances: How to Be a Dedicated Fan Without Breaking the Bank Are you...
Navigating Your GPS to Financial Success
Why Financial Planning is Essential at Every Stage of Life: Your GPS to Financial Success Imagine...
My Journey into the Financial Industry
Growing up in a household where privilege met struggle, I experienced both the comforts of regula...
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Upcoming Events

Testimonials

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  • 我已阅读并理解了上述免责声明,特此声明接受这些条款。
  • I have not been directly contacted or approached by any representative or employee of FAPL with an offer or solicitation to apply for any financial products not offered in my home country.
  • 鑫盟理财私人有限公司的代表或员工并未直接与我联系或提出要约或招揽购买我原居住国境内所不提供的任何金融产品.
  • Financial Alliance Pte Ltd ( “FAPL”) is licensed by the Monetary Authority of Singapore (“MAS”) and allowed to conduct financial advisory activities in accordance with the Financial Advisers Act (Cap. 110) (“FAA”) and the Securities & Futures Act (Cap. 289) (“SFA”) within the jurisdiction of the Republic of Singapore and in accordance with the licenses granted by MAS
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In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.

根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.

By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.

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