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Personal Information

Krystal Lee

Financial Services Manager

I was drawn to this industry by the desire to build a meaningful career — one where I could truly make a difference in people’s lives. That belief has stayed with me since the beginning of my journey, and it continues to fuel the work I do today.


As a firm advocate for holistic financial planning, I’ve had the privilege of helping many clients shift their perspectives on managing their finances. I deeply believe in the transformative power of comprehensive planning to positively impact lives.


In my early days as a Senior Financial Consultant, I was blessed to experience strong momentum — achieving FasTrack Elite and Quality Club Elite (QCE) within my first three months in 2020. In 2021, I continued pushing boundaries, attaining QCE in the first quarter, followed by Star Club and Million Dollar Round Table (MDRT) by June. I was also honoured to receive the Prudential Award as one of the Top Rookie Financial Consultants of 2021.


Now as a Financial Services Manager, my purpose has grown. Beyond serving my clients, I’m passionate about mentoring and growing a team of like-minded advisors — helping them reach their potential and serve with heart.

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Million Dollar Round Table

2022, 2023, 2024

Starclub

2022, 2023, 2024, 2025

Quality Club/ Quality Club Elite

2021, 2022, 2023, 2024, 2025

Award & Recognition

Milestones That Mark Our Excellence

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Let’s Talk

Here to Guide,
Every Step of the Way

From business planning to personal wealth management, we’re committed to helping you make informed, confident decisions.

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