Lois Lee

General Insurance Specialist

I have played a crucial role within YG Financial Services from the foundation stage. Since, I have undergone significant professional evolution in my roles and responsibilities, with a focus on meticulous oversight of compliance, adept navigation of regulatory changes, and ensuring the seamless operation of the office. Recently, I have progressed to the position of a financial adviser at YG General, where I specialize in the delivery of fire and general insurance services.

My professional skill set has expanded to include expertise in commercial insurance, acquired through collaborative efforts with experienced mentors and advisers. Consistently, I demonstrate proficiency in delivering dependable domestic insurance solutions, establishing myself as a competent professional in the sector.

My adept interpersonal skills have been instrumental in cultivating lasting relationships with clients and stakeholders alike. Combined with a strong work ethic, my commitment revolves around diligently addressing client needs and ensuring the provision of the most suitable insurance solutions.

Call Lois today on 09 413 5027

Qualifications

B.COM
NZFSC level 5 (General Insurance)

Member of

Insurance Brokers of Association of New Zealand

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Our Clients’ Experiences

    
 
 
        
   Sophie Tu 
 2024-03-14
 
 
  謝謝谷洋專業的建議，清楚解答我對醫療保險的疑問～
  
 
       
   Jason Chai 
 2024-03-14
 
 
  First class service! YG Financial has been really helpful in helping our family with all our insurance advise. Anything from questions, claims to picking the right policies, we know we can always put our trust in them to deliver. Highly recommended!
  
 
       
   Jackie Li 
 2024-03-11
 
 
  What a great team of professionals, provided fantastic service to my whole family. Not only helped us with insurance plans that's tailormade, but also helped up get the most of our claims when time was tough. Can't thank them enough!
  
 
       
   Xuan Tang 
 2023-11-16
 
 
  Very professional and excellent service. Highly recommended.
  
 
       
   Ruby Wei 
 2023-06-28
 
 
  YGFS has provided us with their professional advice and services. Absolutely fantastic team to recommend to someone who need a professional team for their insurance 👌👍
  
 
       
   Winnie Wang 
 2023-06-23
 
 
  YG Insurance has provided me with excellent service and peace of mind. Their customer support is outstanding, guiding me through the enrollment process and addressing all my concerns. Highly recommended!
  
 
       
   Tiffany Yee 
 2022-10-19
 
 
  Yang is the insurance superhero for sure! You will never go wrong with him, super knowledgeable and professional, highly recommended.
  
 
       
   Codie Chak 
 2022-09-28
 
 
  谷洋顾问非常专业高效，提供的建议很符合我的切身需求。中英文服务切换自如。保险交给他处理我很安心，非常值得推荐！
  
 
  
  
 
 
   Google rating score: 5.0 of 5, based on 31 reviews

Lois Lee

General Insurance Specialist

Need some advice but not sure where to start?

Need some advice but not sure where to start?

Our Clients’ Experiences

Need some advice
but not sure where to start?

Need some advice
but not sure where to start?