WE Financial Planning
(Edward Shee Financial Advisory)
We Help Families Achieve Financial Freedom Through Financial Solutions
Edward Shee Boon Sun
Associate Director, Financial Advisory
RNF No: SBS200040073
CFP® (Certified Financial Planner)
AEPP® (Associate of Estate Planning Practitioner)
IBF Advance (Institute of Banking & Finance)
Certificate in Advising Small and Family Businesses (Cert. ASFB)
Certificate in Retirement Adequacy Planning (Cert. REAP)
Associate REIT Investment Advisor (ARIA)
Master Fund Adviser (MFA)
Mobile: +65 9048 2463
Email: edwardshee@synergy.com.sg
Synergy Financial Advisers Ltd
229 Mountbatten Road
#03-30 Mountbatten Square
Singapore 398007
UEN: 201217738K FA License No: FA100050-3
About Edward
Financial Advisory Background
Edward has been in the financial planning industry for 14 years and it's all because of the love of helping others to achieve clarity in their financial plans for their family.
It's the opportunity in helping others to plan successfully and using simple strategies to achieve their financial goals that derives maximum satisfaction for him.
Over here at this platform, we wish to discuss financial planning or other topics like Retirement planning, Estate Planning, Insurance Portfolio Diagnostic, CPF Projections and Planning to Investment Portfolio Building.
At the core of our financial planning practice, achieving the respected global certification - CERTIFIED FINANCIAL PLANNER™ in 2022 helps us to better assist clients by providing financial planning in the interests of clients and with the highest ethical and professional standards.
We love to help by seeing families in the most delightful and fun way possible by having deep meaningful conversations about your finances, do reach out to us and let's talk over coffee.
W.E. Financial Planning - We Help Families Attain Their Financial Freedom Through SIMPLE Financial Solutions!
Services
Expertise. Intuition. Ingenuity.
Understanding your financial objectives
Expert Guidance
Do you have short term and long term financial objectives? When you present with us your financial information through an initial interview, we will first analyse the information and present to you realistic, meaningful recommendations based on your financial situation and goals.
Legacy and Estate planning
The Path to Succession
As parents, we want our children and their children to be successful regardless of our own financial status. There is more than one way to ensure our children and grandchildren to have financial stability through proper estate distribution channels without affecting our current financial needs. We are here to show you how.
Testimonials
Hear from them
" Edward has been really attentive towards all my financial concerns and went an extra mile in order to come up with the best suitable individual plan. "
Kim
Nurse
" Edward is quick to respond to any queries or issues. He is a knowledgeable adviser who understands clients from their point of view - someone whom I strongly recommend to my friends. Thank you, Edward! "
Jasmine Ong
Auditor
KPMG LLP
" I have been Edward’s client for many years, his professionalism and knowledge in this industry is remarkable. He is prompt in answering my enquiries and assist me whenever I need help. Keep up the good work Mr Shee. "
Joyce Koo
Business Development Manager
Property Guru Group
" I have known Edward for about 4 years now. And currently he also handles my family financial portfolio including my kids’s education and healthcare solutions. Edward is both a professional and friendly guy. Honest, easy and approachable! Whenever i have any problems regarding financial plans, he will help by simplifying the insurance jargons into simple and easy to understand concepts. I like to recommend anyone who are looking to get their plans reviewed, or if you need any form of financial advisory services. Feel free to approach him anytime for a non obligatory chat! Cheers! "
Danny Goh
Managing Director at Metro Health Technologies / Hearwell Medical
" Boon sun was one of the most joyful comrade I knew back in my army days. He is approachable and well-liked by many of his platoon mates. More importantly, he is diligent and professional in his execution of duties. As a sergeant, he exudes great level of charisma and leadership qualities to drive his team mates to fulfil the tasks allocated to him. Look forward to great things from him in the near future. "
Jonathan Ley
Digital Health | Strategy & Operations | Pharma & Medtech
" I have known Edward for over 20 years. Thus when he entered the industry 10 years ago, I had no qualms that he would be my family's one stop shop and go to guy for all our financial planning needs. Over the years Edward has been a great source of info to guide our family's needs, providing pragmatic perspectives. Not to mention, he also provides timely and responsive after sales service. His longevity in the industry and great service standards is a testament to his passion for providing the best needful advice for his clients. Would highly recommend Edward as a trusted advisor. "
Khairul Abdullah
Private Equity Real Estate at Mapletree
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" With just a SmS away, Edward is always there to provide you with quick advices and help when you need it. He is a friendly agent, has a strong and good products knowledges. "
Kimmy
Office Manager and Sales Support
" Edward is a friendly and engaging agent. He will assist to help you in every way if you need his help. "
Debbie
Customer Service Executive
Essentra Pte Ltd
" Edward is professional and resourceful, very patience when sharing and guiding his knowledge with his peers. Awesome person to work with! "
Luke Ang
Digital Lead & Operations NewEcon Holdings Digital Marketing
" Edward is a rare individual in his field. He is extremely knowledgable and patient, always taking the time to understand your needs before recommending a solution. However, his uniqueness is in the fact that he will not simply recommend something to you just to make a sale. I approached Edward with my personal set of challenging investment criteria as a total novice to investing and at all times I felt that his priorities were to help me understand the investment market as well as to recommend a bespoke solution which suited my needs. I had explored many avenues to investing and most investors will only try to sell you solutions which suit them rather than you. When challenged, they will revert to well practised speeches which only show how little they are prepared to work to your requirements. My experience with Edward was not only one of continuous support in helping me understand the investment opportunities but also, once the investment solution was identified, efficient handling of the processing them. Thanks for your great work Edward, and for your sound advice always. "
Ray Yee
Freelance Digital Consultant
" What sets Edward apart from other financial advisers is that he genuinely cares about his clients and meeting their needs: His first priority is his clients and not making a sale. Unlike many other advisers I have come across, Edward is not pushy, rather he focuses on understanding you and on sharing his knowledge to improve your understanding of options available to you. "
James Rigg
Senior Manager, Technology Refresh
"Edward has been very helpful and efficient. I can always trust him with my policies as he will manage them well. Great job Edward and thanks a lot for your help so far!"
Ms. Winnie Lim
Social Worker
"Edward is a thoughtful and sincere wealth planner; he was always well-organised and straight to the point. His ability to analyze my financial situation made obvious his experience in this field. I was highly impressed by his knowledge of the industry and selfless sharing of various policies and comparison of different coverage. Edward being a parent himself, he could truly empathized with parents like us, where shared about the pros and cons of different policies and coverage patiently. He also explained and analysed our policies in helping myself and my family to save cost, but yet maximized our insurance coverage at the same time. We are pleased to have him as our adviser and fully entrust our insurance policies and retirement planning to him."
Mdm Ho Koh Kim
Full Time Home Maker
" Edward is a thoughtful and sincere wealth planner; he was always well-organised and straight to the point. His ability to analyze my financial situation made obvious his experience in this field. I was highly impressed by his knowledge of the industry and selfless sharing of various policies and comparison of different coverage. Edward being a parent himself, he could truly empathized with parents like us, where shared about the pros and cons of different policies and coverage patiently. He also explained and analysed our policies in helping myself and my family to save cost, but yet maximized our insurance coverage at the same time. We are pleased to have him as our adviser and fully entrust our insurance policies and retirement planning to him."
Mdm Ho Koh Kim
Full Time Home Maker
" It’s clear that Edward worked very hard to find the best value and suitability for my insurance needs, even in spite of the fact I had some unusual circumstances. He was extremely patient and informative. He also completed research in a very timely manner. He made “insurance hunting” better than it otherwise has been.
Thank you! "
Mr. Jason Khoo
Terminal Operator
Shell Eastern Petroleum
" Edward knows the field very well. He provides valuable advice and being very patience in answering my queries. The very important thing to me is he is not pushy in selling policy that i do not need. "
Ms. Wen Hsin
IT Professional
" Edward has been very helpful & knowledgeable. He explained the various complicating policies clearly in detail and makes it easy for me to understand which I very appreciate it. Thank you. "
Ms Tan Hui Kiang
Accountant
Mezzo Properties Pte. Ltd.
" Edward is a very helpful and knowledgeable guy who don’t mind sharing his knowledge and his life lessons to his clients. He always think for his client’s need and ensure his client’s port folio is complete/ fully covered. He even go the extra mile of gathering information of REITs when I briefly told him my interest on investing. His expertise in work have turned alot of clients to friends. I am very fortunate to have him as my financial adviser who will take care of my policy essentials in the best interest. "
Ms Xinhui
Management Executive
ST Engineering Electronics
" I have known Edward for almost 10 years now. A jovial, positive and driven individual, I had the pleasure of being his classmate in a NLP training and till today, he remains steadfast in his progress and in his learning. I am sure whoever connects with him will have insights into what he will share both in his profession, as a father and as a friend. "
Mr. Vincent Yong
Chief Theraphist
Danspire International
" Edward is an amazing professional in the field of Financial Services, who brings all of the skills and expertise in Financial Planning & Portfolio Management for me and my family.
If there’s something I can highlight about Edward, it will be friendly, efficient, and professional in his work.
I have been Edward’s client for close to 4 years now, and every time we meet up, there will be fresh insights and perspective to my ever changing needs from Edward’s growing and improving hunger for knowledge and financial concepts in his industry. We started off as friends in a soccer team together and later on, seeing how warm and amicable Edward is, I decided to put my trust in him for all my insurance needs, and he has been managing my family’s portfolio ever since.
Edward ability to break down complex financial products into simple and relatable concepts was quite impressive particularly to me and seemed natural to him.
And you can be sure to see Edward’s positive nature shine through when you meet him self to self to talk about your financial matters.
I’ll personally highly recommend anyone who is looking for an adviser friend that cares and look after your financial needs to look for Edward. I’m sure he is an asset to your financial portfolio and can help you edge nearer to your financial goals in the near future. "
Mr Zenon Li
Associate Customer Success Manager
Diligent Corporation
"Now you've heard from them, why not experience our services yourself?"