Our Team
Meet Our Experts
Lee Song Yong
Founder
Financial Services Director
B. Bus (First Class honours)
RNF: LSY300026803
With over two decades of experience in the financial services industry, Lee Song Yong is a visionary leader and the driving force behind Stewardship, a distinguished group under Infinity Financial Advisory. As a 5-time Top of the Table (TOT) producer, he brings unmatched expertise in wealth management and a proven track record of empowering advisors to scale their practices.
Song Yong specialises in delivering tailored financial strategies for high-net-worth individuals, business owners, and professionals. His leadership style prioritises systems-driven growth, mentoring advisors to transition from MDRT to COT and TOT levels effortlessly. Under his guidance, Stewardship fosters a culture of excellence, enabling advisors to establish themselves as trusted specialists in their respective niches.
Known for his client-first philosophy, Song Yong is dedicated to creating sustainable, high-value practices. His ability to inspire and lead stems from his deep understanding of the evolving financial landscape and his commitment to delivering bespoke solutions that address complex client needs.
Song Yong’s accolades include 5 TOT achievements, a testament to his dedication to professional growth and exceptional service. As the leader of Stewardship, he is setting a new benchmark in financial advisory by blending strategic vision, innovative systems, and unwavering commitment to client success.
Advisors and clients alike value Song Yong for his inspiring leadership, personalised approach, and ability to craft strategies that drive long-term success. Whether building a $1,000,000 practice or securing a family’s financial future, Song Yong provides the guidance and expertise to achieve remarkable results.
Leslie Lim
parallel planner
wealth consultant
BSc (Econs) honours
RNF: LKC100043730
With over 23 years of experience in the financial advisory industry, Leslie is a seasoned professional dedicated to guiding clients through every stage of their financial journey. Specialising in retirement planning, estate matters such as Wills and Lasting Power of Attorney, and CPF nominations, Leslie provides clients with clarity and confidence in their financial decisions.
Leslie’s commitment to excellence extends to his hands-on approach to customer service. Recognised with Best Customer Service Awards by both clients and his company, he is known for his ability to handle complex queries and life claims with care and precision. Having successfully managed numerous life claims, Leslie has built a reputation as a reliable and empathetic advisor who prioritises his clients’ peace of mind.
Currently serving as both a parallel planner and advisor, Leslie works closely with Song Yong to address clients’ needs and provide tailored solutions. His dedication to meaningful, face-to-face communication fosters trust and strengthens long-term relationships with clients.
Whether it’s planning for retirement, navigating life’s uncertainties, or addressing immediate financial queries, Leslie’s expertise, accolades, and empathetic approach make him a trusted partner in securing his clients’ financial well-being.
Zack Ng
B. Eng
RNF: NZW300519696
With a background in computer engineering and several years of experience in financial advisory, Zack is a forward thinking advisor specialising in crafting technology-driven financial strategies. His unique blend of expertise allows him to address the distinct challenges faced by IT professionals, empowering them to achieve financial clarity, security, and long-term wealth preservation.
Zack’s practice focuses on investment and retirement planning, as well as legacy and estate planning, tailored to meet the needs of individuals and families in an increasingly digital world. Leveraging cutting-edge technology, he provides clients with a holistic view of their financial landscape, ensuring they are equipped to make informed decisions with confidence.
Known for his collaborative and client-first approach, Zack views financial planning as a shared journey. He partners closely with clients to align their goals with actionable, customised strategies, walking with them every step of the way to secure their financial futures. His ability to combine technical acumen with deep personal insight ensures that every plan is not only robust but also reflective of his clients’ unique aspirations.
Chantelle Teo
Associate Director (Private wealth)
B. Bus
RNF: TQX100045890
With over 20 years in holistic financial planning, Chantelle Teo is a trusted advisor known for her empathetic, client-first approach. Specialising in retirement and legacy planning, she provides bespoke strategies for those navigating complex multi-generational responsibilities and planning for long-term independence.
Chantelle’s expertise shines in addressing the unique concerns of the “sandwich generation” and singles who wish to secure their futures without financial reliance on family. Her credentials include the prestigious MDRT designation, AEPP and CFP certifications, along with the Performer/Achiever Club and Gold Standard Awards from her former firms,
reflecting her dedication and high-calibre service.
Clients value Chantelle for her clarity, empathy, and dedication to building financial security that endures. Whether you’re planning for retirement, securing a legacy, or achieving financial independence, Chantelle offers the sophisticated guidance you need to protect your wealth and future.
Shahidah Said
Associate Director (Private wealth)
BSc (honours)
RNF: SBM100057416
With over a decade in financial services, Shahidah is a trusted advisor dedicated to delivering bespoke financial solutions. Specialising in Shariah-compliant investments, risk management, retirement planning, and estate planning, she empowers clients with strategies aligned to their goals and values.
Her ability to build enduring relationships is rooted in her personalised, client-first approach.By offering tailored, values-driven financial planning, Shahidah ensures her clients achieve long-term security and peace of mind.
Shahidah’s credentials include the prestigious Million Dollar Round Table (MDRT) designation and numerous company and nationwide awards, reflecting her commitment to excellence and high-calibre service.
Clients value her clarity, empathy, and dedication to aligning financial strategies with their unique aspirations.Whether planning for retirement, managing risks, or preserving a legacy, Shahidah provides the expertise and holistic guidance needed to secure financial futures.
Lim Shin Haur
Associate Director (Private wealth)
B. Economics
RNF: LSH100064524
With over 16 years in financial planning, Shin Haur is a seasoned wealth consultant dedicated to empowering families with tailored financial solutions. Specialising in strategies for young parents and retirees, he crafts bespoke plans to help families secure their financial futures and navigate life’s uncertainties with confidence.
Shin Haur’s expertise extends to working closely with medical professionals, conducting talks for hospitals, and providing financial guidance during health crises. As a leukaemia survivor, he brings a deeply personal understanding of the emotional and financial challenges families face. This perspective allows him to prepare his clients with foresight and compassion.
A strong advocate for proactive financial planning, Shin Haur is particularly attuned to families with unique needs, such as long-term care and early protection. As a father to an autistic son, he ensures his clients’ plans are customised to provide enduring security and peace of mind.
Shin Haur’s commitment to excellence and client-first philosophy earned him the prestigious Million Dollar Round Table (MDRT) designation after 14 years of dedication. His ability to deliver personalised, high-calibre solutions has made him a trusted partner for families seeking financial clarity and security.
Whether you’re preparing for the unexpected or planning a secure future for your family, Shin Haur provides the clarity, expertise, and personalised support you need to thrive in today’s complex financial landscape.
