Shirley Lee
Senior Personal Wealth Manager
Academic: Bachelor Business Management & Finance
Clubs & Awards: 2025 - HNW Prestige Club - SPWM, Prestige Diamond, MDRT

After moving from the banking industry to GT Group, I’ve experienced tremendous personal and professional growth. The transition has allowed me to deepen my understanding of the insurance landscape and strengthen the relationships I build with my clients. Embracing the mindset of being 1% better each day has motivated me to consistently push my limits and evolve in my role.
With over 10 years of experience in financial services, I remain committed to delivering holistic financial planning solutions tailored to each client’s unique needs. I’m excited for the journey ahead and look forward to growing further as an individual while helping my clients achieve greater financial security and peace of mind.