CO WEALTH ADVISORY

Iris Lee (李玮婷)

CREDENTIALS

Financial Advisor | CO Organisation | The Pinnacle Club

ABOUT ME

I believe financial freedom is a right everyone deserves, and my mission is to empower individuals and families to take control of their financial future. My approach goes beyond numbers—it's about helping you focus on what truly matters, like family, passions, and personal pursuits. ⭐️ Whether preserving your wealth or building a legacy, I’m here to help you navigate the financial landscape with confidence and clarity, creating a future that is perfectly yours.

  • "I know she will be there whenever I need her"

    Picture with Jing Wen

    Iris is very patient and clear when I have doubts and questions about my enquires about my policies. She is able to breakdown difficult terms in insurance and explain it to me in simple terms 🙂 I would choose to work with her because she is always very responsiveness and I know she will be there whenever I need her. Keep doing what you are doing and I hope to see in shine sooon.

    Jing Wen

  • "Well organised, did not hard sell"t

    Iris is very well-organised and assuring. She listens to what you require and make recommendations according to your words.

    She is also responsive and can be counted on to answer any queries or doubts you might have. Thank you!

    Linus Ow

  • "Trustworthy, sincere & professional advisor"

    Iris has been a very trustworthy, sincere & professional advisor & friend to me. She will make the extra effort to understand my financial status & give the appropriate advice thereafter. She will not push for any sales but would only recommend what she deems to be helpful & suitable for me. She will ensure that I understand what financial product I'm getting and even does follow up after the contract was signed. She is one advisor that I wish to entrust my financial planning with. Thank you, Iris.

    Sabrina Chow

  • "Honest opinion on everything"

    A lady who can be trusted to give her honest opinion on everything. A friend who you can talk to with regards to everything.

    Aaron Lim

  • "Appreciate your time, advice & patience"

    Trustworthy Reliable Understanding Swift & sincere The Competent Agent and Friend!

    Thanks for all the invest and impartial recommendations! Appreciate your time, advice and patience! 🙂

    Great times ahead!

    Pei Xuan

  • "Reliable, motivated and an excellent person to turn to for all your financial planning needs."

    Pic with Chung Ee

    To Iris,

    She has kept herself updated with the latest financial news and is well-versed in all her products. She keeps a constant lookout for her clients' investment and is able to provide good advices due to the hardwork put in the back stage. Reliable, motivated and an excellent person to turn to for ll your financial planning needs. Glad to have her as a friend and my financial advisor.

    Chung Ee

  • "She make the whole process simple & stress-free"

    For Iris:

    I had a great experience working with Iris and am grateful for the help they provided. She make the whole process simple & stress-free, taking the time to explain everything clearly and finding the best coverage for my needs. Happy to be working with Irif for my insurance! Yay 🙂

    Joey

ARTICLES WORTH READING