About Jeremy Lee K.L.
Your independent wealth architect, dedicated to helping Malaysian families build, protect, and transfer wealth across generations.
My Journey to Independent Wealth Planning
My journey in the financial industry began in 2009, fresh-faced and eager to help people secure their financial futures. I started as a financial consultant with one of Malaysia's largest institutions, learning the ropes of wealth management and building relationships with clients from all walks of life.
Over the years, I noticed a recurring pattern—clients needed solutions that my institution simply couldn't provide. They needed options from across the entire financial landscape, not just the products on our shelf. The limitations of being tied to a single company became increasingly apparent, and I felt constrained in my ability to serve my clients' best interests.
In 2015, I made the bold decision to become an independent wealth planner. This transition wasn't easy, but it was necessary. As an independent advisor, I gained the freedom to curate solutions from Malaysia's entire financial ecosystem—from takaful providers to investment platforms—ensuring each recommendation was truly tailored to my clients' unique needs.
Today, I remain deeply committed to Malaysian families, helping them navigate the complexities of wealth preservation, growth, and transfer. My independence isn't just a business model; it's a promise to always put your interests first.
“True wealth planning requires freedom—the freedom to choose the best solutions, not just the available ones.”
Principles That Guide Every Decision
These core values form the foundation of my practice and define how I serve every client relationship.
Independence
Truly independent advice, free from institutional bias. I curate solutions from across Malaysia's financial landscape to serve your unique needs.
Integrity
Transparent recommendations that put your interests first. No hidden agendas, no product pushing—just honest guidance for your wealth journey.
Excellence
Continuous learning and refinement of strategies. I stay ahead of market trends and regulatory changes to provide you with cutting-edge solutions.
Years of Experience & Growth
A timeline of key milestones that shaped my journey as an independent wealth planner.
Started in Financial Services
Began career as a financial consultant with a major institution, building foundational knowledge in wealth management.
Became Independent Advisor
Made the pivotal decision to become independent, gaining the freedom to serve clients without institutional constraints.
Reached 300+ Families Served
Expanded practice to serve over 300 Malaysian families, building a reputation for trustworthy independent advice.
RM 50M+ Wealth Under Advice
Achieved milestone of RM 50 million in wealth under advice, demonstrating sustained client trust and growth.
Certified Expertise
Professional certifications and licenses that ensure you receive qualified, regulated financial advice.
Licensed Financial Advisor
Fully licensed by Bank Negara Malaysia and Securities Commission to provide comprehensive financial advice.
Islamic Finance Certified
Certified in Shariah-compliant wealth planning solutions, including takaful and Islamic investment options.
Estate Planning Specialist
Specialized expertise in trusts, wills, and estate distribution strategies for seamless wealth transfer.
Retirement Planning Expert
Advanced certification in retirement income strategies, healthcare planning, and lifestyle preservation.
“Wealth planning is not just about numbers—it's about people, families, and the legacies they want to leave behind. Every plan I create is deeply personal because I understand that behind every ringgit is a dream, a goal, and a family counting on me.”
Family First
As a husband and father, I understand the profound responsibility of providing for loved ones. My own family motivates me every day to help other Malaysian families build secure financial futures.
Community Involvement
Beyond my practice, I actively contribute to financial literacy initiatives across Malaysia, conducting workshops and seminars to empower more families with wealth planning knowledge.