Chia Lek is a dedicated Financial Consultant with finexis advisory at the age of 31. She brings extensive expertise in both Financial Planning and General Insurance.

She prioritizes work-life balance and building genuine relationships with her clients. Her commitment to holistic well-being extends across her family, interests, and clients.

As a trusted advisor, she meticulously orchestrates financial plans and secures comprehensive insurance, leaving an enduring impact on client's financial well-being. Additionally, Chia Lek is also a teacher for children with special needs and speech delays. She consistently seeks ways to assist her vulnerable clients in obtaining enhanced protection.

 
 

Principles & Values

Committed and Driven. As a dedicated financial consultant, she embodies principles of integrity and dedication. She goes the extra mile for clients is not just a commitment, but also a personal value she holds dear.

She prioritizes transparency, trust, and a client-centric approach. She crafts tailored solutions to ensure her client’s financial well-being. It is both a professional ethos and a personal conviction, reflecting her dedication to exceeding expectations and fostering enduring success for those she serves.

Chia Lek aims to extend beyond transactions. She seeks to build long-term partnerships and instill confidence in her clients.

 
Add a heading (15).png
 

“Dedicated to value add my clients. my purpose in the financial planning industry is crafting personalized strategies, ensuring clients' dreams are secured, and their journey to achieving financial freedom is guided at every step of the way.”

- Yim Chia Lek

Clients’ Endorsements

Yim Chia Lek Testimonials

Chia Lek is meticulous and detailed in finding out our financial needs and background!  She shows care in understanding what are our current insurance policies before recommending to fill in the gaps. Chia Lek also provides a positive and uplifting vibe to the sessions as other agents I come across have been very negative and prideful in their presentations.

- Cheong Kon Weng, Issac, Film Director

 

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

 
Background 1.png