ENG 中文
Empowering Millennial Parents and Women in Wealth Creation

Lisa Eng

REP No.: LEC300025787

Senior Consultant

A little about me:

I help millennial parents set up financial portfolios so that they can retire five years earlier while being able to afford the best experience for their kids by using a simple three-step process.

Hi, I am Lisa, with 8 years of a successful career in the banking sector, I’m currently a Senior Consultant with one of the biggest Financial Advisor in Singapore.

My clients work closely with me in analysing their financial portfolios, devising a personalized solution and executing the plan so that they can reach their financial goals.

I tend to work together in synergy with people who are:

  • Decision-makers in their profession because they are able to focus on the big picture and work decisively
  • Focus on their field of expertise and do not have time to manage their portfolio
  • Parents in their late 20s to 30s who believe that education and empowerment are the best they can bestow upon their kids

More about me…

 

 

Upcoming Events

CONTACT US

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

My Contact

Enquiry

Social