CO WEALTH ADVISORY
Ricky Tee
CREDENTIALS
AIA FA, IBF Qualified (Level 1)
ABOUT ME
As a family-oriented individual, I have always been passionate about protecting families. As a member of Team Protector under CO Organisation, I have a vision of protecting 10,000 Families. The relationships I have with people have always been the core of everything I do and I aim to serve with purpose
With CO Organisation’s vision of Empowering Miracles & 100,000 Lives, I work to stay committed and professional with clients, growing alongside them, and to set the standards for my fellow peers to do better, be better. This is part of my ongoing effort towards Nation Building.
TESTIMONIALS
Thank you Ricky!
First time having such a detailed and structured sharing. Ricky & team is very friendly and patient in answering all my queries. More importantly, they provided customized advice taking into account both my needs & budget. Looking forward to my next stage planning with them!
Kenneth - Marketing Executive
Trustworthy person
I have known Ricky since our primary school days. He come across as a very genuine and trustworthy person. Ricky & team are very consultative in their approach to customize solutions for protection needs. I am confident that my interests are well taken care of them.
Shao Ting - Operations
Personalised Consultation
Overall it was a very structured way of planning and sharing done by Ricky & Chris. It is also a very good service for comparison of my current portfolio, of the investment policy actual versus contractual figures. I can sense their true sense of sincerity & that the consultation has been very personalised.
Tuan Quan - Finance Sales
Comprehensive & Detailed
Very comprehensive & detailed & structured sharing. Can tell Ricky & team is very experienced, where you are clear & fast in interpreting all my policies from all other insurers. First time seeing the ‘Umbrella of Life’ concept and it is very useful in my visualizing & planning. Overall very good sharing and have benefited me a lot, as there are things that never seen before in my previous planning with 2 other consultants. Looking forward to getting a comprehensive review summary from the team, as well as regular updates.
Yi Ze - Finance Executive
It was a very good sharing by Ricky & Chris especially on the investments which wasn't shared much with me by my existing agent. I can feel the sincerity in their advice and they gave good analogy to help me understand certain concepts. Even though I have very good r/s with my existing agent, I am open to working with them to diversify my investment portfolio in my next stage of planning!
Leon - Piano Teacher
Good introduction. Detailed information about different categories of scope covered. Ricky was not pushy and very willing to share and answer questions even if it’s not within his area of work. He provides advice tailored to my family’s current portfolio, am open to reach out to him if I have any further needs!
Qian Hui
Lee Chee is a down to earth guy who doesn’t make things overly simplified or convoluted in his assessment. It gave me a sense of assurance in helping me understand the holistic services he and his team provide.
David
