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Financiallifedesign

David Lee is an Assistant Vice President, Financial Services at VA Elite, a branch representing Manulife Financial Advisers.

Financial Life Design™ is a financial planning framework that encompass its philosophy of "planning your tomorrows today" to help PMEBs, families, retirees and business owners create and manage their wealth through important life transitions. He graduated from the National University of Singapore (NUS) with a B.A. degree and obtained his capital markets and financial advisory services (CMFAS) lice

nse in 2010. Over the course of his career, David has developed his Financial Life Design™ (FLD) methodology that centres around 3 main aspects to Financial Planning – Time, Health and Money. A highly motivated financial professional, David has led annual team events and was invited to speak on the importance of financial planning at various seminars. David also focuses on the aspects of retirement planning, which aims to provide flexibility and sustainability. He looks to assist his clients to plan their tomorrows today and journey with them to achieve their financial goals with clarity and confidence. Awards and Achievements

Court of the Table (COT) 2022
Million Dollar Round Table (MDRT) 2021
VA Elite Agency Top Rookie Aug 2020
Associate Financial Planner (AFP) Aug 2020
VA Elite Agency Top Rookie Jul 2020
VA Elite Agency Top Rookie Sep 2019
Prudential Service Mark (PSM) 2019
Prudential Quality Club Elite 2019
Prudential Service Mark (PSM) 2018
Prudential Quality Club Elite 2018
Prudential Service Mark (PSM) 2017
Prudential Quality Club Elite 2017
Prudential Quality Club Elite 2014
Prudential Quality Club Elite 2013
Prudential Star Club Premier 2012
Prudential Quality Club Elite 2012

03/04/2025

Every great financial journey starts with knowledge. 📚💰

Investing may seem complicated, but mastering the basics makes all the difference. From stocks and bonds to real estate and mutual funds, knowing where and how to invest helps you build long-term wealth while managing risk wisely.

A well-planned investment today leads to financial security tomorrow. Are you ready to take the first step?

31/03/2025

As we celebrate Hari Raya, let’s take a moment to reflect on gratitude, togetherness, and new beginnings. Just as we cherish traditions, let’s also embrace financial wisdom to build a secure and prosperous future. May this festive season bring you endless joy, good health, and financial well-being.

Selamat Hari Raya Aidilfitri! 💚✨

30/03/2025

The best insurance plan is the one that fits you. 🎯💡

With so many options—health, life, home, and more—it’s easy to feel overwhelmed. But the key is simple: Assess your risks, define your priorities, and choose coverage that gives you peace of mind. A well-planned policy today can prevent financial stress tomorrow.

When was the last time you reviewed your insurance? Make sure it’s working for you!

29/03/2025

Small investments today can lead to big wealth tomorrow. 🚀💰

Compound interest is the secret to long-term financial growth—your money earns interest, and that interest earns even more interest over time. The earlier you start, the more you benefit. Even modest contributions can turn into a fortune with patience and consistency.

Are you making the most of compound growth? Start today and let time do the heavy lifting!

28/03/2025

Life changes—and so do your insurance needs. 🔄💡

Whether you're just starting out, growing a family, or planning for retirement, insurance plays a key role in protecting your wealth and securing your future. From health and life insurance to property and income protection, the right coverage ensures you're financially prepared for the unexpected.

Is your insurance plan keeping up with your life? Now’s the time to review and make any needed adjustments.

27/03/2025

An emergency fund is your financial safety net for life’s unexpected moments. 🚨💰

Medical bills, car repairs, or sudden job loss can happen when you least expect it. Having 3–6 months’ worth of expenses saved means you’re prepared for life’s surprises without falling into debt.

Your future self will thank you for planning ahead. How secure is your financial safety net?

26/03/2025

Budgeting isn’t about saying “no” to everything—it’s about saying “yes” to what truly matters. ✅💰

By tracking your income, prioritising expenses, and setting realistic goals, you create a financial plan that works for you, not against you. Whether you're saving for a home, paying off debt, or investing in your future, a well-designed budget is your roadmap to success.

Is your budget helping you achieve your goals? Let’s make it work for you!

25/03/2025

Retirement may seem far away, but the best time to start saving is now. ⏳💰

The power of compound growth means that even small contributions today can lead to big financial security in the future. By planning ahead, you ensure a stress-free retirement where you can enjoy life on your terms.

The question isn’t if you should save—it’s when you’ll start. And the best answer? Today.

24/03/2025

Many believe insurance is only necessary later in life, but the truth is, the earlier you start, the more you save. Lower premiums, better coverage, and financial security—these are just a few benefits of planning ahead. Don’t wait for the unexpected to happen—protect your future today.

Are insurance myths stopping you from making the right choice? Let’s debunk them together!

23/03/2025

Investing is for anyone ready to learn and take charge of their financial future! 💡📈

Financial literacy gives you the power to make informed decisions, minimise risks, and maximise returns. From understanding assets and risks to diversifying your portfolio, learning the basics helps you build a strong financial future.

The best investment you can make? Investing in your knowledge. Ready to take the first step?

22/03/2025

Tracking your income and expenses isn’t just about budgeting—it’s about making informed decisions that align with your long-term financial goals. By managing cash flow wisely, you can reduce financial stress, maximise savings, and create a strategy that supports wealth growth.

The key? Control, consistency, and clarity.

Are you making your money work for you? Start optimising your cash flow today!

21/03/2025

Design your finances around your dreams, not the other way around. 🌍

Every financial decision should bring you closer to the life you envision, whether it's owning a home, achieving early retirement, or securing your family's future.

Start by setting clear short, mid, and long-term financial goals. Then, create a plan that makes your money work smarter through budgeting, investing, and protection strategies.

With focus and consistency, your aspirations can become reality. The question is, are your financial goals leading you in the right direction?

Address

103 Penang Road, #03-01 Vision Crest Commercial
Singapore
238467

Website

https://www.financiallifedesign.com.sg/

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