Block P3, 2nd Floor, Unit 4C,
Chonglin Park, Jalan Tabuan,
Voice: 082 – 245998, 016 – 8880138
Fax: 082 – 245998
Credentials : CFP CERT CM, Chartered Financial Consultant, ( ChFC ), Chartered Life Underwriter, ( CLU ), Fellow, Life Management Institute, ( FLMI ), B.A. (S’pore)
Lee Khee Chuan is a Bank Negara and Securities Commission-licensed financial adviser representative (licensed number: CMSRL/B1602/2011) and Director, Advisory and Practice Management with Standard Financial Adviser Sdn Bhd.
He specializes in helping his professionals and business owner clients achieve their financial goals with his knowledge in fund investing, value averaging, integrated will & trust planning and business estate planning for high net worth individuals. Most of his clients include land and quantity surveyors, architects, lawyers, doctors and business owners.
Before joining the financial planning industry, Lee graduated in 1992 with a double major in political science and psychology from National University of Singapore (NUS). In 1995 he joined a multinational financial services company as a company trainer for Sarawak and Sabah. He obtained his Fellow, Life Management Institute (FLMI) designation from Life Office Management Association (LOMA), USA in 1997.
Professionally, Lee is a CERTIFIED FINANCIAL PLANNER CERT TM professional, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He was a lecturer in CFP CERT TM certification program organized by FPAM.
Lee is known for his contribution of integrated estate planning and financial planning articles in Smart Investor and Personal Money magazines. He also writes a regular column in The Borneo Post, having written more than 200 estate and financial planning articles.
Lee is the first financial advisor who advocates the INTEGRATED approach to estate planning. Your Will, testamentary trust, living trust, life insurance nomination, EPF nomination and business ownership must be coordinated and integrated into a coherent estate plan so that everything will fall into place in the event of premature death. It is even more critical to plan comprehensively in the unfortunate event of double tragedies (where both parents perish together) leaving both estates frozen while the children who are left behind are in need of immediate cash flow.
Lee is also the pioneer who advocates 3P objectives of integrated estate planning as we all want to PROVIDE the best for our family, both when we are around and when we are not. We want to safeguard the interest and future of our loved ones. We want to protect the fruits of our labor against the claims of creditors so that the maximum can be PRESERVED. The wealth can then be PERPETUATED to the intended beneficiaries and our favorite charities in the most appropriate manner.
Lee is married and has two teenage daughters. He is also a past secretary of Rotary Club of Kuching.
- Integrated will, trust and estate planning
- Value Averaging & fund investing
- Financial Need Analysis™
- Islamic estate planning