Temple Alliance
Financial Services Provider · FSP No. 45325
FINANCIAL ADVISER
Diploma in Wealth Management · 25+ years’ experience in financial advisory
Lee has spent over 25 years building client relationships in financial services — and that word, relationship, is where he starts every conversation. He treats each client as an individual with their own specific circumstances, goals, and concerns, because in his view there is no one-size-fits-all approach to financial planning. What he looks for in a first meeting is simple: the beginning of an honest, open partnership. His satisfaction comes not from the paperwork or the products, but from watching clients achieve goals they once thought were out of reach. Outside of work, Lee is family-oriented and makes time for exercise — habits that keep him grounded and consistent, which he believes are the same qualities that build wealth over time.
“Set aside time to focus and put in place a sound, workable life plan — have all your ducks in a row.”
Specialisation
Like every Temple Alliance adviser, Lee can also help with the everyday essentials — medical aid & gap cover, investing, life & disability cover, wills & executor nomination, and first-time planning.
Start with a first conversation — no forms, no commitment.
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