Who is Eng Lee?
Eng Lee has spent over 16 years in financial services, building a reputation as a trusted adviser and dedicated mentor at Infinity FA. A Certified Financial Plannerâ„¢ professional and multiple MDRT Top of the Table qualifier, his expertise spans wealth, retirement, protection, estate, and legacy planning, helping clients navigate life's major milestones. Beyond his individual practice, Eng Lee actively shapes the next generation of financial advisers by sharing key insights from years of client conversations. A pivotal two-year career break to care for his ageing parents reshaped his core perspective: true financial planning creates choices, and true leadership empowers others to do the same.
What Makes You Unique In The Way You Approach Work & Leadership?
Eng Lee focuses on what truly drives people, rarely starting a conversation with preset solutions. By asking the right questions and demystifying complex concepts, he empowers clients to look beyond products to make life-changing financial decisions. For Eng Lee, good financial planning is ultimately about helping people create more choices for themselves and the people they care about.
In leadership, his core philosophy is to develop the person, not just the producer. He pairs high standards with tailored coaching, practical tools, and one-on-one mentorship: whether navigating tricky cases or career pivots, driving advisor growth through capability and confidence. What drives him most today is seeing people grow in confidence and capability, becoming strong enough to find their own way forward.
Outside of work, what are some of your interests and activities?
Outside of work, Eng Lee values time with family, close friends and clients he has built meaningful relationships with over the years. He is a husband, father of two and owner of Jarvis, the family beagle. As an only child with ageing parents, family has become an increasingly important part of how he chooses to spend his time. You will likely find Eng Lee spending quality time with his family, close friends, and long-standing clients.
At heart, Eng Lee enjoys being around people. Understanding their stories, sharing different perspectives and growing through the relationships he has built along the way.
He also enjoys reading, writing and learning about communication, psychology, leadership and human behaviour.