AFFINITY GROUP
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Nicholas Lee
REP NO. LCW300188187

Leadership · Affinity Group

NicholasLee

Senior Associate Director (Financial Services)

Legacy & Estate PlanningLPAIndexed Universal Life (IUL)
2025Biggest single-premium case of his career
2Authority programmes completed — Surge & Ignite

Nicholas has spent more than a decade turning complex financial situations into clear, confident blueprints. A Senior Associate Director advising since 2013, he holds the CFP®, AEPP® and IBF Advanced designations, with nine consecutive MDRT-level honours from 2018 to 2026 — including three Double MDRT years and Court of the Table in 2026. A keynote speaker on Estate & Legacy Planning and Lasting Powers of Attorney, and featured in CNA Today on niche insurance, he sharpened that specialism through the Surge and Ignite programmes — authority that led to the largest single-premium case of his career in 2025. Hundreds of clients know him for the same things: he listens without judgment, removes redundancy from portfolios and shows up consistently.

“The journey of a thousand miles begins with that first step.”

In Nicholas's words
WhatsApp Nicholas Email Nicholas
Official Infinity FA adviser profile
WA +65 9816 5358nicholas.lee@infinityfa.com.sg

Credentials & recognition

Recognised, year after year.

Nicholas's designations and industry honours — every one of them earned since starting in 2013.

Million Dollar Round Table

9 consecutive years · 3× Double MDRT · Court of the Table 20269 consecutive years · 2018–2026
2018MDRT
2019MDRT
2020MDRT
2021MDRT
2022Double MDRT
2023Double MDRT
2024Double MDRT
2025MDRT
2026Court of the Table
1× Court of the Table3× Double MDRT5× MDRT

Professional designations & qualifications

  1. 2024Estate & Succession PractitionerESPDesignation · Estate Planning Practitioners Ltd (EPPL)
  2. 2018IBF Advanced (Level 2)Certification · Institute of Banking & Finance Singapore
  3. 2017Certified Financial Planner™CFP®Designation · Financial Planning Association of Singapore
  4. 2017Associate Estate Planning PractitionerAEPP®Designation · Estate Planning Practitioners Ltd (EPPL)

In Nicholas's words

The journey of a thousand miles begins with that first stepDon't be afraid to try and fail, for it is through the journey of overcoming obstacles that you'll gain invaluable experiences that last a lifetime

I specialise in bringing clarity to each individual's unique financial situation. I prioritise the diagnosis process to enable me to customise a suitable financial blueprint. Since 2013, I've worked with hundreds of individuals that can attest to my dedication and consistency.

If you'd like to understand the Key Pillars of Protection, build Stable Passive Income streams, and leave a Lasting Legacy for your loved ones, I'd like to connect with you. Wishing you joy & success in your journey ahead!

How Nicholas works · since 2013

Nicholas's passion lies in empowering individuals holistically in their financial journey, to be more confident of their present and future. He invests time in genuinely understanding each client's challenges and goals, listening without judgment. A vital part of his role is eliminating redundancies to optimise his clients' portfolios.

His personal values are to be consistent and take positive action each day — habits that help him and his community move forward and stay aligned with their financial goals.

Areas of advice

Risk ManagementRetirement PlanningInvestment PlanningKeyman Insurance PlanningCPF Investment SchemeGeneral Insurance ServicesEmployee Benefits SchemeChildren's Tertiary & Education PlanningBusiness Succession PlanningCorporate Pension Scheme

Media & press

Nicholas in the spotlight.

Featured conversations, testimonials and coverage — a closer look at how Nicholas shows up beyond the meeting room.

Breakthrough interview · 3:59

Nicholas's breakthrough story — how a niche became a professional identity

On stage

Nicholas at our events.

5 events where Nicholas spoke, hosted or shared — watch the highlights right here.

See every event highlight, by theme, on the events page.

How we can help

Conversations Nicholas can guide you through.

Nicholas specialises in estate planning and insurance advisory, and is backed by specialist pathways across the branch for everything else.

All services
Estate planning
Nicholas's specialism01
Estate planning

Wills, Lasting Power of Attorney, CPF and insurance nominations, trusts and legacy structures, so what you have built passes on clearly, kindly and without dispute.

Insurance advisory
Nicholas's specialism02
Insurance advisory

Life, health, critical illness, disability and long-term care cover, reviewed against what your family actually needs rather than what a brochure suggests.

Personal financial planning
03
Personal financial planning

One honest picture of your income, spending, debts, CPF and goals, turned into a plan you can actually follow as life changes.

Retirement planning
04
Retirement planning

CPF LIFE, SRS, annuities and income drawdown strategies that turn decades of work into a retirement you can enjoy, including a micro-retirement along the way.

Investment management
05
Investment management

Diversified portfolios, unit trusts, ILPs and regular reviews built around your risk appetite and time horizon, not market noise.

Tax planning & optimisation
06
Tax planning & optimisation

Making sensible use of SRS, CPF top-ups and relief-eligible structures so more of what you earn stays working for you.

More of the team

You'll never be advised alone.

Start a conversation

Whether you are protecting a young family, planning retirement or thinking about your business's next chapter, the first step is a relaxed, no-obligation conversation.

Careers at Affinity ↗
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