JUNE LEE

ANGELINE CHOONG ORGANISATION
ADVISORS ALLIANCE GROUP

I’ve been a music teacher for 17 years, and as I constantly engage with my students and their parents, I realised the heavy financial responsibilities and struggles that some of them have. I began thinking about how I can add even more value by not only teaching music, but also helping them bring joy and be a more direct and practical educator.

As someone who’s a part of the sandwich generation, a lot of my peers are all facing the burdens of financial liabilities from poor financial planning. I wanted to not only see the people around me survive, but thrive with good financial decisions and peace of mind.

Be of value to the people around you.

As I add value to others, more value is in fact added back to me. I feel blessed to be equipped with financial knowledge and be in a position to advise and educate the people I meet. In the past 2 years of my career, I’ve had clients who have expressed their gratitude to me for giving them recommendations that led to positive payoffs. Being able to make such a difference in the lives of my clients brings me immense satisfaction.

A sunrise industry that is still growing.

I believe financial advisory is a sunrise industry that’s still evolving rapidly. It fundamentally focuses on very real and important issues of life — health, medical, income protection and retirement. These are different stages we all go through at some point, and I believe finding the right candidate to advice on each stage financially is crucial. As my sphere of influence generally includes people around my age, I find myself attracting clients who are similarly thinking about mid-career switches. With my own personal experience, I am better able to help untie and loosen their perception knots and realise not just financial freedom but freedom in life after overcoming their inertia and mindset barriers.

Accolades

AIA FA Prestige Titanium Club 2021

International Dragon Award 2021 – Bronze Dragon Award (Agent Category)

100 IDA Team Award 2021

Certified Financial Planner (CFP^®️)

Institute of Banking and Finance Qualified (IBF Qualified)

TESTIMONIALS

Eugenia Tan

I really liked that June did a thorough check and patiently reviewed everything with me.

Melissa Lau

June is not the pushy type and really caters to my needs and addressed all my concerns and I highly recommend her all the time to my clients and friends.

Shawn Lim

June was detailed in reviewing what i had and after addressing my needs/goals, she customised a proven strategy for me. I’ve benefitted from her advice and not only earned in my investments but she has also helped me saved more through tax saving solutions.

Benson Chua

We’re so lucky to have met June and that our policies are all properly in place now. We used to buy off the shelf whichever that we felt was good, not realising if it was suitable for us. She taught us that buying insurance is risk transfer and doing health checks is controlling risk.

Get in Touch

I look forward to your enquiries and appointment.
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Email

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Phone

1800 248 8000

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