Hi, I’m Gladyes. I have more than 20 years of experience in the Financial Services. I am committed to understanding my clients’ unique priorities, so I can deliver the right financial solutions tailored to their specific needs. Whether that’s saving and planning for the future, or protecting your family from the unexpected, you can count on me to take care of you. My career brings tremendous meaning and purpose in what I am doing.
I was conferred the Prudential Service Mark Award and I have also achieved MDRT (Million Dollar Round Table), a worldwide recognition which is part of the Top 2% in the world. I believe in lifelong learning and the key to stay relevant and competent is the continual upgrade of my knowledge and skills to benefit my clients.
I have known Gladyes for almost four years. She is a church friend
of mine and my Financial Consultant. She is professional, knowledgeable,
and empathetic to my needs and financial capabilities. She was able to recommend the necessary policies and help me navigate my way around on what I needed most. There was never any pressure to buy a product simply to close a sale. She made me feel that she genuinely cares. I truly appreciate what
Gladyes has done for me and will recommend her to my friends and family.
Rebecca Ng, HR Executive
I recently fractured my wrist in January. I tried to claim my company insurance but it doesn’t cover my excess and the claim took more than 2 months before I knew it only covers up to $2k. However before I could submit a claim for the excess from Prudential, I was hit with dengue. Thankfully, Yen Yen (Gladyes) my Financial Consultant, applied for an extension for me. When I recovered from dengue, she guided me through how to submit the claim documents, including helping me submit the missing documents. After which, the claim was processed in weeks rather than months.
Also, I not only got my expenses covered/returned, I was also awarded the accidental disability for the add-on fracture care accelerated rider, which she has recommended me to purchase. The extra amount was a delightful surprise and has been a great help for my healing and recovery process.
I am thankful to Yen Yen for her advice. If she had never advised me to take on the accelerated rider for fracture care (as I am a cyclist), I would not have added it. This rider was added at one of the reviews that she has with me annually. I am very grateful for the annual review as she laid out all my policy coverage in a table, which helps me gain a good overview of all my premiums, payment due & its financial coverage. Having this list helps me realize if I am sufficiently covered or over-committed. Yen Yen’s advice is never pushy, very professional, and caring.
I recommend her to my friends as their Financial Consultant, as she follows through with my claims processing.
Fui Ping, IT Consultant
I have known Gladyes for more than 10 years. She is knowledgeable, committed and genuine. She listens and puts the needs of her clients first. These are important qualities that differentiate a Financial Consultant from a salesman who sells products.
I used to see a Financial Consultant as a hard-sell salesman pushing insurance products. After meeting Gladyes through a friend, her sharing has changed my perspective on financial planning. I highly recommend her and I have recommended her to some of my friends.
Grace Lee, Secretary
I always think investment should be done myself. In 2015, Gladyes introduced me CPF linked investment. I was initially skeptical with this plan because I felt it is not worth paying the service charges etc. After Gladyes explaining to me how she will help me monitor the fund performance, and my thought that rather than earning the fixed interest in my OA, why don’t I give her as well as myself a chance.
With Gladyes’s professional analysis, and her persistence to get me to review the funds regularly, I realized the return is indeed excellent, even just for the initial 2 years. I then decided to put in more. This investment proved to be a wise step when I made my condo purchase in March 2021. The high returns I gained through the funds enable me to keep more cash in both my CPF as well as investment account. This then removes the anxiety of having less “retirement money” after you make a property purchase. Needless to say, this will have a positive roll on effect on my savings.
Gladyes’s sensitivity to the market, the fund performance as well as her prudence in fund allocation made her a wise Financial Consultant.
Steve Chia, Sales Manager
I have known Gladyes for approximately 9 years and for this long 9 years, she has been very professional, objective and helpful.
Gladyes always schedules periodic meetings to keep in touch and update me on important stuff. If I have any questions, I can be in touch with her and she will be able to help me immediately. She is not pushy, takes the effort to understand my financial situation before recommending appropriate policies and solutions. She respects my opinion and does take it into consideration as well. Speaking to her is very comfortable and she is more like a friend than a FC.
Having her as a Financial Consultant for 9 years, she made me understand the importance of financial planning. Compared to my peers, I do feel that I am ahead of them.
I would recommend Gladyes to my friends should any of them need help in financial planning.
Choo Huey Wen, Events Manager
I have known Gladyes for 11 years. She is knowledgeable Financial Consultant, knows her job well. She always does a detailed analysis of her client’s financial situation and her recommendations are suited nicely. She is not being pushy. As a friend, she is very warm and has a bubbly character, you will not get bored chatting with her at every meetup.
Gladyes has helped me to deepen my understanding of the importance of having insurance. It is not just throwing money into a bottomless pit but planning for my secure future.
I would highly recommend her to anyone. 10 out of 10!
Edward, Private Hirer
I have known Gladyes for about 11 years. She took over my profile from another agent who left the firm in 2007 and has been with me since then.
Gladyes has always been extremely professional and diligent in her work. Throughout the 11 years that she has been my Financial Consultant, she never fails to perform a detailed annual review of me every year.
I especially liked how structured and detailed these reviews are conducted. She makes a point to remember what we have discussed in previous years and follow up.
She takes a very comprehensive approach when it comes to insurance and financial planning, ranging from day-to-day accidental to critical illness to death and disability and even retirement planning. Always ensured that I had adequate coverage in every aspect.
With her assistance, I not only have a good comprehensive insurance coverage but also a good understanding of what are the various risks that could affect me at different points of my life and how I can take steps to protect against such risk.
During my annual discussion with her, she is always prepared and well-read, not only in the financial products but also very updated on current news and how they impact my current portfolio and retirement plans. She can handle whatever questions I raise and never fails to get back to me if she requires additional research.
Given her professionalism and close working relationship with me, I trust that she will be on top of things should I ever need to make a claim and that she will be able to effectively help me with the process. I think having trust in this matter is a very important aspect of the “after-sales” service as ultimately having a trusted advisor to help navigate the claims process will be the most important aspect of having an insurance policy.
I would highly recommend Gladyes to anyone who needs financial advice. She is never pushy, listens to your needs and then recommends the most suitable product. Whether you are a new customer or just seeking 2nd opinion review, I would encourage you to have an open mind and listen to what she has to say, and you may find yourself learning something new!
Philip Lim, Business Owner
Gladyes is a fun, high energy and engaging person to be with. I always enjoy working with her. She is responsible, dependable and a caring person. She is committed to grow personally and professionally. She is a Chartered Financial Consultant (ChFC) and has achieved MDRT and many other company awards.
She is part of my agency management team and besides financial planning, she is also a Lead Trainer with DC Academy. Gladyes has spoken in various platforms in Indonesia and has helped many agency leaders to breakthrough in their performances. She is a dynamic mentor to many young people.
Dennis Chua, Financial Services Director
Video Testimonials
Yuchi, Polytechnic Lecturer
Valerie, Teacher
Elvin, Manager
Please note that the ownership of website belongs to Gladyes Lee, a Financial Consultant of Prudential Assurance Company Singapore (PACS). I am wholly responsible for the content contained in this website. It only contains my personal views, thoughts, and opinions.
The website is for informational purposes only and is not endorsed by PACS nor does it constitute any official communication of PACS. PACS is an indirect subsidiary of Prudential plc, a company incorporated in the United Kingdom. Neither PACS nor Prudential plc is affiliated in any manner with Prudential Financial Inc, a company whose principal place of business is the United States of America.
www.prudential.com.sg/FC-info
874/11Aug22
