Andrew LEK - Certified Financial Planner

Andrew LEK - Certified Financial Planner Andrew Lek (Rep No. LWN200083870) representing Great Eastern Life In 2022, I achieved 20 years of life membership GELAC Awards.

I am an experienced executive senior planner, dedicated to helping clients optimize their financial resources. In 1994, I took a leap of faith and became self-employed, and since then, I have been continuously learning and applying practical knowledge to assist people with their different financial planning needs throughout various stages of life. My track record includes being a member of Great E

astern Million Dollar Producers' Club from 1994 to 1997, where I formulated processes to address retirement market referrals that quickly expanded into needs-based planning over the next three years. From 1998 to 2008, as a member of Great Eastern Honours Club (life membership), I was among the early adopters of investment-linked products in insurance and wealth accumulation planning in Great Eastern Life. I also witnessed a steady growth of personal clients evolving into business owners, resulting in me getting licensed in general insurance in 1998 to support their needs. In 2006, I achieved my MBA in Entrepreneurial Management, which equipped me with the necessary knowledge and experience to expand my corporate client base from SMEs to MNCs and Public Listed firms. Currently, as a member of GE Life Achievers Club since 2009, my clientele's needs have shifted from protection and accumulation needs to wealth transfer and distribution concerns. To address these needs, I pursued Estate Planning services with Precepts Legacy (previously known as Rockwills International) in 2011 and attained my STEP certification in 2012. My forte lies in providing value-added services in financial planning, estate planning, and corporate risk planning. I am a member of Million Dollar Round Table (MDRT) since 2001 and a fellow member of Insurance and Financial Practitioners Association of Singapore - FIFP (S'pore) since 2010. As an avid runner since 2005, I believe in pursuing a lifestyle that incorporates an exercise routine into our daily lives. I have participated in the Singapore Marathon (Full 42km) since 2005, and in 2006, I finished the Aviva half iron-man. I am a regular endurance runner, biker, and swimmer. Let me take care of your financial security as you journey through life's milestones with peace of mind. Through sincerity, empathy, and understanding of your needs, I am dedicated to developing a meaningful and long-term relationship with you

16/02/2026

愿您马不停蹄,好运爆棚

24/12/2025
Added to the collection- Trail Blazer Club 2025
25/10/2025

Added to the collection- Trail Blazer Club 2025

28/01/2025

New dreams, new goals and new aspirations will shape the New Year ahead!

29/10/2023
24/06/2023

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13/06/2023

Did you know that for SME owners, there are generally 5 main types of exit structures you can apply to ensure business continuity, which also leads to an unlimited array of exit structures for the client after considering how to address their unique situations? Yet all these will be futile without the one key critical element - the funding vehicle.

And there are many choices when it comes to which funding vehicles to use, and that for most exit issues, an insurance policy is the most ideal. Often, many business owners also regret not knowing about it earlier until they start to discuss it and realize that they are no longer insurable. As an adviser, it is not enough to know your products. It is even more important to know HOW to apply your products. The most competitive plan is useless if you don't know how to use it to solve the problem.

At the end of the day, it's never about the product, but its about you. Unlike retail consumers, most HNWI/SME owners look at the differentiation you create & whether they can trust you before deciding whether to buy from you, instead of judging solely on premium. Prospects & opportunities are everywhere. Start taking ownership & start investing in YOURSELF.

To your success!
Ronald

13/06/2023

CFPs are known as a different breed of financial professionals. At FP, we also give our CFP Alumnus a new meaning to being a CFP Professional.

Who is a CFP?
1) We are Committed to our Mission to help our clients create wealth, preserve dignity and change lives, and their financial dreams into reality,
2) We are Focused on the Outcome, not just to give our clients a bespoke strategy and plan, but also to educate, empower and encourage them take action toward their financial dreams.
3) We are Professional in our Approach, always putting our clients' interest first before our own, abiding by a set of Code of Ethics and Professional Conduct.

At FP, we make you CFP Professionals - not only Certified Financial Planner Professionals, but outstanding CFP Professionals with CFP your gotta CHECK out.

Start your journey, take the leap!

To your success
Ronald

26/12/2022

Address

2 Tanjong Katong Road#10-23 Paya Lebar Quarter/PLQ3
Singapore
437161

Telephone

+6596482996

Website

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