CO WEALTH ADVISORY
Iris Lee (李玮婷)
CREDENTIALS
Authorised Representative of CO Organisation, AIAFA Singapore -
Financial Advisor | CO Organisation | The Pinnacle Club | Consistent Performer Award
ABOUT ME
Former national sport climber, co-founder of a bouldering gym and now a financial advisor. I believe financial freedom can be planned and that everyone deserves a fair shot at it. My approach goes beyond numbers; it's about helping you focus on what truly matters: family, passions, and personal pursuits. ⭐️
Whether you are preserving your wealth or building a legacy, I’m here to help you navigate the financial landscape with confidence and clarity, and to shape a future that feels genuinely yours. Most importantly, I'm here to be in your corner, always.
"I know she will be there whenever I need her"

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
"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 (Team Lead)
"Now our parents have a clear path"

Thankful for Iris to help with our parents' planning for their retirement. She helped them with the first step and achieve realistic goals. I appreciate that she is transparent, showed us options and the good/bad. She took the time to help them understand before deciding. Now our parents have a clear path.
Lee Family
"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."

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
"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 & gives appropriate advice thereafter. She doesn't push for sale but rather recommend what she deems to be suitable for me. Thanks to her I feel much more confident about my financial future.
Sabrina Chow
"The exact person you want in your corner"

Behind Iris' chill and friendly vibe, she's incredibly serious about doing a good job. She's the friend that reads the fine print and send you a voice note to explain it to you. 😂 She's gone out of her way to help with our family planning and the exact person you want in your corner, someone who cares enough to do their homework and still explain to you in simple terms. Thank you, sister!
Toh Zhong Wee & Cheong Jamie
"Thank you for checking in"

Dear Iris,
Thank you for your assistance in planning our retirement strategy. You went through the cashflow, policies and goals. Through this experience, you have shown us how small and consistent steps are more important than "the biggest plan".
Thank you for checking in, making sure we are comfortable before we make any commitment.
Low Family
"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 Iris for my insurance! Yay 🙂
Joey
"he one thing that never change is her discipline"

I've known Iris since our climbing days from secondary school. The one thing that never change is her discipline. She have the same value in her work as my advisor. When I talk to her about money, I feel the huat coming, she helps you understand the info like a good teacher. You can tell she really want you to heng ong huat ah!
Ang Ching Siang
"Guiding me through a new chapter of adulting"

To Iris:
Thank you for your dedication, patience and professionalism in guiding me through a new chapter of adulting. You not only guided me through the process with clarity, but you also showed genuine care & commitment to making sure everything works out smoothly. Your responsiveness and willingness to go the extra mile never went unnoticed, and it truly made me feel supported and confident every step of the way.
It's clear that you take great pride in work and in a world where service can feel impersonal, you brought a personal touch that turned a routine transaction into a meaningful experience.
Keep doing what you are doing - you have a real gift in helping people & have no doubt that you are making a positive impact on everyone you work with. Genuinely grateful for your presence in my life <3
Jolyn Shi




















