Mapping Your Journey to Financial Clarity

🎯 You don’t need more products. You need clarity.

You want to protect your family, your business, your legacy. But navigating insurance on your own is time-consuming, confusing, and often misleading. 


I'm Henry Lee, a purpose-driven insurance advisor and 7x qualifying MDRT member. I help individuals and businesses cut through the noise with structured advice. No hard selling. Just clarity.


DrivenByPurpose, #ChooseMDRT

My Services

My job today is to help you Save, Protect, Grow, and Enjoy your money.

Save

Building wealth starts with saving. In today’s world, it’s easy to spend on wants and forget about needs. Let me show you simple steps to build your savings for future goals.

Protect

Having many insurance policies doesn’t mean you’re fully covered. What matters is having the right coverage. Let me help you check if you’re properly protected.

Grow

Keeping all your money in the bank might feel safe, but inflation slowly eats it away. Let me show you how to grow your wealth wisely through smart investments.

Enjoy

You worked hard to build your wealth – now it’s time to enjoy it confidently. Let me help you plan how to spend it in retirement and share it with the people you love.

🏅The Path Behind the Practice

đź”° 2018 – Life Insurance

Joined Tokio Marine Life, inspired by my parents — both award-winning advisors. What began as a leap became my true calling.

đź”° 2020 – General Insurance

Expanded into fire, home, motor, and liability coverage. A broader license to protect clients more completely.

 

đź”° 2022 – Estate Planning

Partnered with Finex & Co. to help clients structure legacies, not just buy policies.

 

đź”° 2023 – Corporate Solutions

Designed employee benefit plans for SMEs — from 3-person teams to 50-staff companies across diverse industries.

đź”° 2024 – MDRT MCC Leadership

Appointed Company Chair for Tokio Marine and served on Malaysia’s MDRT MCC. Dedicated to raising industry standards and empowering peers.

đź”° 2025 – Agency & Talent Building

Developing future-ready advisors and growing my team. Now, it’s about mentoring the next generation and building something bigger than myself.

🎥 What It’s Like to Work With Us?

YOURS FREE:
Simple financial concepts that everyone can adopt to improve their financial situation immediately!
PS: This book serves to provide the tips and strategies on financial planning, but most importantly you need to apply and practice these strategies. Happy reading!

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