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Lee Yee Ting 李依婷

License No.: eCMSRL/C1678/2022

Licensed Financial Planner

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A Financial Advisor to Doctors

Welcome to my website! My name is Yee Ting, an independent financial advisor, based in Johor Bahru, Malaysia.

80% of my clientele are medical doctors. After 15 years of experience working with doctors, I know their busy schedules and pains. Many of them struggles to find a balance between work and family, not to mention a proper financial planning.

Known as trusted, patient and knowledgeable, I am passionate in helping doctors achieve their financial peace of minds, while they focus in saving patients’ lives.

Do you have any financial concerns in your mind right now?

Let’s talk! Click here to book an appointment with me without charge!

 

 

 

My Services

Estate Planning (Conventional/Islamic)
Learn More

My Content

I DIY-ed my own financial planning, until...
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My Testimonials

She listens and answers every question asked. Has a lot of patience and every explanation is given without hiding any clause. She handles her client very professionally and has a very friendly attitude.

Mdm S. Nair

Retired Hospital P.A

Yee ting is the most reliable, trustworthy agent that I know ! She’s soft spoken, good hearted and also very generous to her clients. She’s definitely the agent that you can count on!

Mdm Loo

Business Owner, Bakery

Also spoke to her personally on my own finance management, she has been professional and patient with her wealth advisory work. Recommended to check her out.

Mr Lim

Business Owner, Manufacturing

a very passionate lady, who knows her things well. she is able to explain clearly to me things which I don’t understand and helping in making great decision regarding services and packages she offers. quick response time as well.👍

Dr Y

General Practitioner, Johor Bahru

“The first thing anyone should consider about getting financial planning advice, is TRUST. Then come reliability of the informations, paired with knowledge and expertise.. And I found all these important values in the service rendered by Yee Ting Lee Financial Planning. Highly recommended.”

Dr Tan YL

Breast Surgeon, Kuala Lumpur

“Yee Ting has been great with her professionalism, patience and knowledge. She helped both my husband and I to prepare our wills and it was done in accordance with what we were looking for. Cannot fault Yee Ting!”

Dr M

General Practitioner, Johor Bahru

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About Me
My Services
My Contents
Testimonials
Contact Me

Lee Yee Ting 李依婷

License No.: eCMSRL/C1678/2022

Licensed Financial Planner

A Financial Advisor to Doctors

Welcome to my website! My name is Yee Ting, an independent financial advisor, based in Johor Bahru, Malaysia.

80% of my clientele are medical doctors. After 15 years of experience working with doctors, I know their busy schedules and pains. Many of them struggles to find a balance between work and family, not to mention a proper financial planning.

Known as trusted, patient and knowledgeable, I am passionate in helping doctors achieve their financial peace of minds, while they focus in saving patients’ lives.

Do you have any financial concerns in your mind right now?

Let’s talk! Click here to book an appointment with me without charge!

 

 

 

Financial Planning on:

1. Wealth Maintenance: Cash flow management, Financial Health Check

2. Wealth Protection: Life Insurance, Medical Insurance, House owner Insurance, Personal Accident Insurance, Business related Insurance

3. Wealth Accumulation: Regular saving plans and investments

4. Wealth Enhancement: Regulated investment portfolios including unit trust, offshore investments, alternative investments, bonds and etc.

5. Wealth Distribution: Estate Planning with Will writing and Trust set up

My Services

Estate Planning (Conventional/Islamic)
Learn More
Load More

My Content

I DIY-ed my own financial planning, until...
Financial planning career was not my initial passion, because I thought everyone should know how ...
Read More
Load More

Testimonials

She listens and answers every question asked. Has a lot of patience and every explanation is given without hiding any clause. She handles her client very professionally and has a very friendly attitude.

Mdm S. Nair

Retired Hospital P.A

Yee ting is the most reliable, trustworthy agent that I know ! She’s soft spoken, good hearted and also very generous to her clients. She’s definitely the agent that you can count on!

Mdm Loo

Business Owner, Bakery

Also spoke to her personally on my own finance management, she has been professional and patient with her wealth advisory work. Recommended to check her out.

Mr Lim

Business Owner, Manufacturing

a very passionate lady, who knows her things well. she is able to explain clearly to me things which I don’t understand and helping in making great decision regarding services and packages she offers. quick response time as well.👍

Dr Y

General Practitioner, Johor Bahru

“The first thing anyone should consider about getting financial planning advice, is TRUST. Then come reliability of the informations, paired with knowledge and expertise.. And I found all these important values in the service rendered by Yee Ting Lee Financial Planning. Highly recommended.”

Dr Tan YL

Breast Surgeon, Kuala Lumpur

“Yee Ting has been great with her professionalism, patience and knowledge. She helped both my husband and I to prepare our wills and it was done in accordance with what we were looking for. Cannot fault Yee Ting!”

Dr M

General Practitioner, Johor Bahru

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