About
At Starr Wealth Advisory (SWA), we advise our clients how to safeguard their wealth and financial well-being through proper financial planning. We are passionate about delivering personalised financial solutions that help our clients achieve their goals. At the heart of our mission is a commitment to cultivating self-driven financial consultants who serve with sincerity and purpose. Beyond building a team of skilled professionals, we empower our financial consultants to take charge of their personal and professional growth.
​
Each individual financial consultant brings their own unique strengths, stories and aspirations, but they all share a common commitment to growth, purpose, and service. Their journeys embody the culture we strive to build: one that supports personal development, celebrates collaboration, and empowers every team member to reach their full potential.
Our Director
Our Director, Financial Services, Julian Lee (Rep No. LSL200081560), a lauded veteran in financial planning, believes in providing holistic financial services that serve the clients’ best interests. He is greatly valued by clients, associates and colleagues alike for his wealth of knowledge and experience, his inspiring leadership, his devotion to the profession as well as his affable personality. A consistent high performer, he has been honored with numerous accolades, including Life Membership of the prestigious Million Dollar Round Table (MDRT), the Court of the Table (COT), along side Great Eastern Life Achiever's Club Life Membership.
​
Driven by a strong belief that every individual has the potential to thrive when equipped with the right guidance and opportunities, Julian embarked on the path of agency management taking on the responsibility of leading a dynamic team of managers and financial consultants. Under his visionary leadership, the group has earned notable achievements include being ranked among Great Eastern Financial Adviser’s Top 3 Groups for three consecutive years (2018–2020), as well as receiving the Top Master Builder award in 2023.
​
"I am truly humbled and grateful for the trust and friendships many of my clients have extended to me—allowing me to support them in their financial planning, grow their wealth, and protect their families against life’s uncertainties. Nurturing the next generation of financial consultants is my way of giving back to this meaningful profession. It is a journey I continue to cherish - supporting their growth, celebrating their successes and sharing their joy in life's various milestones."
​
STARR SPOTLIGHT
Meet ACE
Ace Chan (Rep No. CZH300207209)
Executive Senior Financial Consultant
"To be successful in this business, there are two key attributes: the company you represent and the mentorship you receive.
​
I'm grateful to be with Great Eastern, Singapore’s longest (115 years) and largest local life insurance company, backed by OCBC. This strong branding and credibility give me a solid foundation in my dealings with clients, providing assurance and trust from day one. On mentorship, I've known Julian since I was 19. He’s like a fatherly figure, especially in terms of providing sound advice. I'm happy through these 11 years we have been through many ups and downs together."
Ace has achieved financial freedom after dedicating the first 10 years of his career with unwavering commitment, now reaping the remarkable rewards of fulfilling his life aspirations and enjoying quality time with his wife and three young sons. His journey of success continues to inspire many, earning him great respect within the industry.
​
Ace was invited as a Panelist at MDRT Day Singapore 2019 — one of the most prestigious international events in the industry. It was a true honour and a remarkable milestone in his professional journey!
Photo credit: MDRT Day 2019 Singapore
Featured in The Sunday Times on 1 November 2020. Ace, a consistent top producer in ILPs,
was invited to share insights on Investment Linked Products.
​
Source: The Sunday Times
Clara Thiam (Rep No. CTY200100455)
Executive Senior Manager
“Just two months into my career, I purchased a hospitalisation plan for my dad. Two years later, he unexpectedly fell ill and was hospitalised. When he saw the bill amounting to $27,000, he was shocked, but also relieved to know it was fully covered by the plan. That moment reaffirmed my decision to join this career. It gave me the confidence and conviction to continue reaching out and helping others.
​
This is truly a business of our own. What we need most is time, sincerity, and the desire to make a difference. At SWA, we are fortunate to have a proven system, one that has already been successfully duplicated by many consultants. To all aspiring entrepreneurs: wait no longer; take the first step today!”
Hazel Pang (Rep No. PHL300325835) Manager
SWA has provided me with many opportunities to grow and excel. More than just a workplace, it’s a supportive community where everyone lifts each other up. There’s no sense of competition; instead, the focus is on personal achievement and growth.
​
What truly sets us apart is how we position ourselves. We strive to give professional advice, understand our clients’ problems, and offer practical, tailored solutions — much like how a doctor would approach
a patient.”
Wong Lai Ying (Rep No. WLY300311287)
Executive Senior Financial Consultant
“In my previous career as a nurse, I witnessed firsthand how families can be deeply affected, both emotionally and financially, especially when a loved one is struck by disability. Now, in this career, the most rewarding moments come from helping people secure adequate coverage and plan their finances wisely. Being able to support them in times of need, whether through a claim or a plan that safeguards their financial future,
is truly fulfilling.
Starr Wealth Advisory has groomed me into who I am today, and I hope to do the same for someone else — to guide, support and help them grow.”
Thomas Lathoud (Rep No: TBV100051030)
Senior Financial Consultant
"Before this, I was in banking for about 20 years. During that time, I had my own agent. When I eventually left the banking industry, he asked if I would consider joining this profession. ​After several meaningful discussions and taking the time to view the opportunity from the right perspective, I decided to make the switch. It was only later that I realised this person -- Julian—is the Head of the agency.
​
This shows the importance of putting relationships first, taking the time to have real conversations, understand the purpose, discuss openly, and genuinely add value. This principle remains at the heart of how we build lasting relationships with our clients."
Ethan Loo (Rep No. ELJ300632324)
Senior Financial Consultant
“An experience that I had years ago highlighted the positive impact of sound financial planning on my family, which motivated me to become a Financial Consultant and pay it forward. With nearly half a decade of expertise in risk management and an unwavering dedication to client engagement, I am committed to offer personalised guidance to safeguard my clients' financial futures against life's inevitable changes.”
Gavin Lim (Rep No. LJG300654700)
Senior Financial Consultant
“Being in the top manager group feels validating and motivating because it shows that my efforts are recognised and truly making a difference. What I find most rewarding is when clients acknowledge the value I bring to their lives—the clarity, confidence, and peace of mind I help create. Knowing I’ve made a positive impact gives me a deep sense of satisfaction and purpose. It’s this connection and trust that keeps me going. My commitment to excellence, passion for helping others, and belief in perseverance continue to drive me forward every day.”