Carol Tee

Wealth Manager

MAS Rep No: TPF200094149

Languages: English, Mandarin

Industry Experience: 17 years

+65 9109 3709

carolynteepf@phillip.com.sg

ABOUT ME

Helping people to create and preserve their wealth so it can last for generations.

MY PROFESSIONAL SERVICES

Life Insurance

Protect yourself while being able to provide a sum of money when the policy matures

General Insurance

With over 20 GI Partners we provide dedicated services for individuals and corporates including Global Health, Employee Benefit Plans & Cybersecurity

Managed Account Services

Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis

SMART Park

An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities

SMART Portfolio

Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis

Unit Trust

Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money

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SMART Park

(Please select ✅ Excess Funds Management Facility)

Stocks and Shares

Advisory Account (Unit Trust & ETF)

Non‑Advisory Account

Managed Account Services

AIA Solitaire PA (II)

A personal accident plan that provides worldwide 24/7 coverage for accidental injuries, disability and death

AIA Star Protector Plus

A multiple protection plan with worldwide coverage to safeguard your little ones

FWD Big 3 Critical Illness Plan

An affordable critical illness plan that offers essential protection for cancer, heart attack and stroke

AIA Centurion PA

A Personal Accident plan designed for your golden years

AIA Ultimate Critical Cover

A resilient critical illness plan with unlimited claims and 100% coverage reset to recover financially.

Singlife CareShield Standard & Plus

A government-approved supplement plan that boosts your CareShield Life or ElderShield payouts so that you can get the care you need during unexpected events in life

Singlife Cancer Cover Plus II

A medical plan that offers protection against hefty medical bills from cancer treatments.

FWD Life PA

A Personal Accident plan for your golden years with yearly renewals up till age 100, and a lifetime No Claim Discount of 10%.

Carol Tee

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Carol Tee

ABOUT ME

MY PROFESSIONAL SERVICES

GET IN TOUCH

PROMOTIONS

Quick Links

Contact Us

Connect With Us