Terence Lee

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Terence Lee

Building meaningful partnerships 🤝
💵 Finance | 💪🏻 Physical Wellness
📢 beacons.ai/terenceleeee/

04/11/2025

Welcome to our cozy little Hanok! 🏡

02/11/2025

Jeonju adventures with my Queen Consort ❤️

11/08/2025

Yesterday marked another chapter of us together! We celebrated our anniversary baking cake, taking pictures, sharing laughter, and with the most thoughtful gift, a bouquet of handmade flowers and a card filled with our memories. Thank you for always believing in me, supporting me through every chapter of my life, and giving me a listening ear whenever I need it ❤️

03/06/2025

This month marks 5 years since I took a leap of faith…

Walked away from a sponsorship I had, right after National Service. No clear roadmap. Just a strong inner voice telling me: “Trust the process. Believe in yourself.”

I didn’t fully know where this journey would take me, but I knew I wanted to build a career with purpose. One that creates real impact.

I started this journey with one goal: to serve clients meaningfully and walk with them through life’s biggest decisions.
Along the way, something amazing happened: I wasn’t just growing in my craft; I was growing as a person.

🤝 From anxious conversations to confident clarity.
🤝 From just “practicing” financial planning to living out purpose-driven impact.
🤝 From solo advisor… to today, leading a team of advisors who share the same mission, to serve with integrity, grow with intention, and make a difference.

To my clients: Thank you for the trust, the conversations, the milestones, and the friendships. You’ve shaped not just the advisor I am but also the human I continue to become.

Here’s to 5 years of growth, purpose, and impact and to many more ahead!

Believe in the process. Bet on yourself. Your willpower and purpose will carry you further than you think.

If you’re someone who’s been searching for more meaning, more growth, more impact and you’re open to exploring this path, let’s have a chat!

05/04/2025

Went 《财福之道》 by 周文强 last weekend and met lots of successful entrepreneurs with great high energy levels!

I used to think, that building wealth is just working hard but I learned that everyone in this world has a 轨道 to fulfil in our lifetime, and through that we can find our 道（Destiny）Once we found it, earning money will be a lot easier and enjoyable by the formula below:

道 (Destiny) = 法 (Direction) + 术 (Technique) + 器 (Tools)

-Beliefs and life experiences create your financial destiny (道)
-Clarity and purpose guide your direction (法)
-Strategies and tools are only effective when they serve the right identity (术 + 器)

“环境 > 改变思维 > 改变行为。”
The right environment upgrades your beliefs, which shifts your behaviour

Grateful for this opportunity to learn from the best entrepreneurs 🙏🏼

23/03/2025

I miss traveling with this jacket in Guangzhou’s chilly weather.

10/02/2025

It’s time to make it official…

After years of amazing experiences and personal growth, I’ve made the decision to move to Finexis Advisory! It wasn’t an easy choice, AAG has been such a huge part of my journey, where I grew, learned, and was surrounded by people who believed in me every step of the way.

To my AAG family, I just want to say thank you for the mentorship, friendships, and for shaping me into the advisor I am today. I’ll always be grateful, and I wouldn’t be here without you all.

That said, I’m really excited about this new chapter! At Finexis, I now have access to a wide range of insurers and financial institutions, which means more solutions, more flexibility, and better strategies tailored to each person’s unique situation. No more one-size-fits-all solutions, just the best options available to help my clients make the most of their hard-earned money.

At the core of my financial planning philosophy is this: “Freedom Today, Future Secured”. I truly believe that proper planning isn’t just about numbers, it’s about designing a life where you can focus on what truly matters, without financial stress holding you back.

To my clients, thank you for trusting me with your journey, I can’t wait to continue working with you to build a secure and fulfilling future. And to those I haven’t met yet (or maybe we’ve spoken before but never got the chance to dive deeper), I would love to connect! My goal has always been to provide genuine, practical advice that helps you enjoy life more.

Here’s to an exciting journey ahead, growing, learning, and making a positive impact together! 💪🏼

19/01/2025

Congrats bro for clinching Top Rookie Award! Juggling school and work isn’t easy, but your work ethic and determination prove that anything is possible. Here’s to more milestones ahead! 🏆

13/01/2025

Once I was 7 years old… and now turning 27 years old!

Another year older, and so much to be thankful for in my current stage of life 🙏🏼 Thank you all for the birthday wishes! And to , the mastermind behind the most thoughtful birthday surprises, you’ve made turning 27 so much sweeter 💕 Here’s to an amazing year ahead!

25/12/2024

Thank you Santa for the best gift ever! First Christmas together, looking forward to more moments like this! ❤️

Merry Christmas everyone! 🎅🏼

Address

전라 북도 전주시
Jeonju
560-033

Website

https://beacons.ai/terenceleeee/

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