MEET EΛOL
Tan Lee Ann
Tan Lee Ann
Wealth Solutions Development Manager
Interested to connect with Lee Ann?
Tan Lee Ann is an Wealth Solutions Development Manager with EΛOL (HSBC Life). He specialises in estate planning, wealth transfer, and legacy creation, driven by his mission to help individuals and families secure their financial future while ensuring that their wealth continues to benefit the next generation.
With a focus on financial security and generational wealth, he is dedicated to equipping clients with the knowledge they need to make informed decisions about wills, trusts, and insurance strategies — empowering them to safeguard assets with peace of mind.
Lee Ann is drawn to the most human side of planning: giving families confidence that their loved ones will be protected, with their values preserved and their legacy remembered. Combining global expertise with personal care, he delivers practical and meaningful solutions to support clients in achieving their desired goals.
Here’s the thing about Lee Ann…
Highly Recommend for Total Peace of Mind
Writing a will can be a complicated and morbid process for everyone, myself included.
Mr Tan Lee Ann made the entire experience seamless, professional, and incredibly reassuring.
From the very first consultation, he was patient, empathetic, and knowledgeable. He took the time to understand my specific family situation and financial assets, explaining complex legal terms in simple, clear language. I never felt rushed or pressured. He guided me through important considerations I hadn’t even thought of. The process itself was efficient and well-structured. All appointments were on time, documents were drafted accurately, and the final signing was handled with meticulous care and attention to detail.
The sense of relief I have now is invaluable. Knowing that my affairs are in order and my loved ones are protected gives me immense peace of mind.
I wholeheartedly recommend his services to anyone looking for a professional, thorough, and stress-free will-writing experience. It’s one of the most important things you can do for your family.
Lee Ann has been very professional and helpful since day 1 when I ‘chanced’ upon him while searching online for someone to write will for my aging parents. During our 1st phone call, I was very surprised to know that he provides free will writing for elderly folks. At that time, my mom was hospitalised and Lee Ann offered to come over to the hospital to speak to my mom. On the same day , he also travelled with me to my parents’s place to settle the will writing for my dad. As the main caregiver to my parents and utterly clueless about will, Lee Ann was able to guide me throughout and it was pretty much fuss free. He is very knowledgeable and provided many scenarios for consideration. Thank you Lee Ann and you are blessed to do what you have been doing.
I have positive experience with Lee Ann! It’s awesome when I find someone who not only knows their stuff but also inspires confidence and gets me to be excited about investing. Having a financial planner who can demonstrate tangible results, especially in a relatively short time, is definitely a game-changer. It’s all about finding that right person who can make a real difference!
