Former Banker, Now Financial Adviser

Elise Ee

Need Help Designing Your Financial Strategy to Grow Your Wealth?

Helping You Create The Life You Want.

My Promise to My Clients

As a financial adviser, there’s nothing more important to me than my clients and their financial goals.

They are the reason for my success which is why I’ve made their financial success my mission.

Connection

  • Long-Lasting Relationship
  • Complete Trust Assurance
  • Collaboration for Better Solutions

Professional

  • Objective-based Solutions
  • Guaranteed Facts & Truths
  • Professional & Ethical Standards

Service

  • Tailored to Your Needs
  • Securing Your Financial Legacy
  • Managing Your Financial Health

"Wealth is the ability to fully experience life"

- Henry David Thoreau

Certifications

MDRT 2022 (qualified member of the Million Dollar Round Table (MDRT)
MDRT is internationally recognised as the standard of excellence in the life insurance and financial service business.

Associate Estate Planning Practitioner (AEPP®) Certification

Certifications

  • MDRT 2022 (qualified member of the Million Dollar Round Table (MDRT)
    MDRT is internationally recognised as the standard of excellence in the life insurance and financial service business.
  • Associate Estate Planning Practitioner (AEPP®) Certification

Achievements

  • MDRT in 4 Months
  • TCC & Fund Royale Q1 & Q2 Winner 2020
  • TMKK & Fund Royale Q4 Winner 2019
  • CFS Branch & Group Premier Banking Star Award 2016
  • AAC Challenge Awards Hong Kong 2017

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