Personalized Financial Planning
Michelle creates tailored financial plans that align with each key phase of life stages, ensuring that your money works in harmony with your dreams and life goals. She excels in communicating complex financial concepts clearly, enabling you to make confident and informed decisions.
Beyond Numbers
Michelle’s approach goes beyond just numbers. With her financial coaching expertise, she empowers you to build a healthy relationship with money. Through personalized coaching, she helps you uncover your money values and goals, fostering a deeper understanding and connection with your finances.
Staying Ahead
Michelle stays updated with the latest financial strategies to ensure she provides the best possible advice. She believes that financial freedom allows you to enjoy life fully, rather than just working for it.
Founder &
Managing Director
Lee Wei Li (Michelle), RFP, B.A(Hons), PCE, CEILI, HRDC Approved Trainer TTT
Holistic Approach
Her holistic approach to financial planning encompasses investment planning, risk management, and estate planning. Michelle provides clarity and guidance in these critical areas, helping you build a comprehensive and effective financial strategy.
Passion for Financial Literacy
Michelle is passionate about financial literacy and actively conducts both virtual and physical training sessions for NGOs, universities, corporates, and individuals. Her goal is to educate and inspire others to take control of their financial future.
Empower Your Financial Future
Let Michelle empower you to take control of your financial future. With her guidance, you can achieve financial wellness, align your money with your life goals, and enjoy the freedom and peace of mind that comes with effective financial planning.
Why Partner with CNL Fidelity?
Our strong executive team is trained to offer expert experience in estate planning. As an independent trust consultancy, we collaborate closely with professionals and financial planners to provide specialized trust services to their clients. We don’t seek to replace existing financial services; instead, we position ourselves as a valuable addition, enhancing the comprehensive financial strategies already in place.
1. Specialized Expertise
Our team brings specialized knowledge and experience in estate planning. We offer personalized trust services that are designed to meet the unique needs of each client, ensuring that their legacy is preserved and their wishes are fulfilled.
2. Collaborative Approach
We work hand-in-hand with financial planners and other professionals to integrate our trust services seamlessly into existing financial plans. Our collaborative approach ensures that all aspects of a client’s financial strategy are aligned and optimized for their benefit.
3. Comprehensive Solutions
From the creation of wills and trusts to the implementation of asset protection strategies, we provide comprehensive estate planning solutions. Our services are tailored to address every detail, ensuring that clients’ assets are managed and distributed according to their wishes.
4. Commitment to Clients
At CNL Fidelity, our commitment to our clients is unwavering. We prioritize their needs and work diligently to provide the highest level of service. Our goal is to ensure that clients feel confident and secure in their estate planning decisions.
Benefits of Partnering with CNL Fidelity
By partnering with CNL Fidelity Sdn. Bhd., clients and financial planners alike benefit from our specialized expertise, ensuring that every aspect of estate planning is handled with the utmost care and precision. Our dedicated team is here to support you in crafting a legacy that stands the test of time.