I’m Michelle Lee, Founder of Legacy Edge.
I am a certified Associate Financial Planner and certified Associate Estate Planning Practitioner AEPP ©️ awarded by the Society of Will Writers UK.
I have more than 10 years of experience in the Financial Services industry, helping clients to achieve early retirement and build a lasting legacy.
I am a Court of the Table (COT) qualifier, which is three times the qualifications of MDRT (Million Dollar Round Table), and this makes me one of the top 3% Financial Advisers worldwide.
My mission is to empower women across the globe to achieve financial wellness and secure a comfortable retirement. I aim to educate and enlighten those in my wake to ensure that they make the best financial decisions for their future.
More than 10 years ago, I chose to take the path less travelled by my peers by joining the financial services industry.
As I grew up in poverty and lost my dad at a young age, I understood the importance of having financial security and becoming financially independent.
When my dad passed away, I saw how emotionally and financially lost my mother was, just like most women then, they solely depend on men for making financial decisions. I saw a huge gap for women in terms of financial literacy as most women I knew were not financially savvy and lived from pay cheque to cheque.
Today I’m on a mission to empower women to achieve freedom financially via investing and her goal is to gather women from all walks of life to discuss and share openly about their financial situation without any judgement.
This mission led to the birth of @womenwhofinance. On top of that, I posts financial literacy content regularly on my personal account @askmichellelee.
AS FEATURED ON THE THE STRAITS TIMES GENERATION GRIT
I hope that my story will inspire and encourage you in difficult times.
Read about my life story on The Straits Times Generation Grit and catch my interview to find out how I found the last string of hope and overcame one of life's greatest challenges. I hope that my story will inspire and encourage you in difficult times.
Achieving recognition and awards along my journey as a financial consultant is a true testament to the good work that I have done all these years for my clients, and this could not have been possible without every single one of their encouragement and support.
From the bottom of my heart, I thank you for the trust that all of you have chosen to place in me.
UNITED WOMEN SINGAPORE (UWS)
The exclusive three-part webinar series was aimed to empower women with key financial skills, where women learned the best-kept secrets about investing, how to protect their income and safeguard their wealth. Michelle successfully raised $1000 to support UWS’ flagship Girls2Pioneers STEM programme and their local anti-violence initiatives.
SINGAPORE CHILDREN SOCIETY (SCS)
With her knowledge and expertise in the financial field, Michelle launched her first webinar on how to start investing for her friends and social media followers. For her first ever webinar on How to Start Investing, Michelle shared her best tips and tricks such as how she made more than $10,000 from stock investments and regular investment plans during the circuit breaker and how to get started investing with just $100. Over $1000 of proceeds from sign-ups were donated to SCS.
Secrets to Investing
Known for her outstanding investment portfolio, Michelle will share on how to start investing with $100, platforms for investment, and how to future-proof one’s investment.
Build a passive income
Creating multiple income streams allows a person to diversify the various cash flow sources that are coming in. Michelle will cover how to save and invest for one's home, how to build one’s retirement fund and her personal experience.
Leaving a Lasting Legacy
In this workshop, Michelle will talk all about planning with an end in mind; where she shares her knowledge about estate planning and designing a plan to protect one’s loved ones and the assets they have.
Do you have a speaking or private class opportunity in mind?
Michelle is open to speaking engagement and private classes/ consultation.