Biography

Lance joined the financial advisory industry in 2012 after returning from the United Kingdom where he completed his Masters. He is a strong believer in the financial advisory industry as he has several family members who are in the industry. Growing up, they have always shared with their families the importance of proper financial planning.

Having worked 2 years prior to his studies, Lance realized that the 8am-5pm job was not what he truly wanted. Being in the financial advisory industry gives him the opportunity to meet new people and offer them tailored solutions to their problems.

"This career taught me that we do not just forge a business partnership with our clients, but we also forge friendship with them."

 
 
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Principles & Values

Lance has always believed in a win-win process, where the client and advisor place their trust and confidence in each other to establish a long-term working partnership. If the clients are able to feel that what we advised is sincerely beneficial for them, they will want to continue working with us.

The most rewarding moment Lance had so far was when a schoolmate called him up to review his insurance portfolio after his wife got pregnant. Being a parent, the responsibility of supporting the family rested on his shoulders and he saw the need of having proper financial planning for his new family. The simple call that Lance got from his schoolmate that day encouraged him and he felt deeply appreciated that his schoolmate trusts him in providing solutions for him and his family.

 
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"I am thankful to be part of PPPartners, who provides a supportive environment where I can continue to grow and gain insight so that I may better serve my clients. We have a structured process that we can guide our clients through, highlighting to them the shortfalls for their goals."

- lance peh

Clients’ Endorsements

Lance Peh Testimonials

"Lance’s goal is to help customers like me through a better understanding of insurance from all perspectives. He works hand in hand with me to create solutions that allow my financial priorities, health protection solutions and concerns to be well taken care of. He also helped me in working towards my retirement plans at my comfortable pace.

Lance has enticed my family and I with his fully-qualified ideas to reach out to us. That's where the real magic lies. He continually works with my family to create a strategy to make dreams become reality and shows us the tactics to make a complete fulfilling plan! His ability to be "Solution Provider", is the best professional assistance ever received and rendered."

Mohammad Yusri, Director

"Lance is a sincere and assuring financial adviser. He listens attentively to my parents pertaining to their needs and worries without any complaint. He also shared with me his personal goals and achievements, and also why he chose this career in order to encourage me to set my own financial goals.

Lance is very helpful in explaining and presenting the different plans that are suitable for different individuals, which definitely helped my parents with their policies. Also, he made preparations in enhancing some of my own policies and we have had quite a few follow-ups with good progress. I would strongly recommend Lance to my friends and family as he really has the knowledge and is definitely a trustworthy advisor."

Livone, Compliance Officer

"Lance is a dedicated and knowledgeable adviser, he understands my financial needs and always advises me on the right policy to fulfill my needs. When I first met him, he offered to review all my existing plans and though skeptical initially, I find him meticulous and informative as he was able to increase my coverage without increasing my financial burden. I was also grateful for the investment plans that he recommended as they really helped me in taking the first step towards my future goals, all while keeping things within my budget.

Subsequently, I feel safe knowing that I can achieve my financial goals and live the lifestyle I want just by cutting back slightly on my current spending. Overall, Lance has really helped me in my financial planning and I will recommend him to anyone in the future."

Daryl, Sales Manager

 

THE KEY TO SUCCESS IS NEVER ABOUT THE HOW.
THE KEY TO SUCCESS IS KNOWING WHY YOU ARE DOING WHAT YOu ARE DOING

 
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