Customer Reviews for DANIEL LEE
4 years ago
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A registered financial adviser with Bank Negara Malaysia. Advise client based on their needs and then provide solution ie. insurance, investment, estate planning from all multiple insurance / investment companies on board. Offshore insurance and investment is available.Read More >
As a registered financial adviser, I recommend insurance / investment products without bias of any particular company. I don\'t represent a one or two companies but all companies on board with us. I will provide at least 3 quotations from different companies and point out what are the differences in terms of price, features and level of service. i will point out what is good as well as bad to client for them to make informed decision. I provide free advice on insurance and investment matters unless my client request for a comprehensive financial plan.