Henry Lee — Insurance Advisor

Henry Lee | 李茂源

General Insurance Advisor
BNI Extreme Chapter · Tokio Marine · Allianz General
8× MDRT Qualifier (2018–2026) · Based in Malacca · Serving Nationwide

My philosophy: Insurance should be structured, not sold. My role is to bring clarity where others bring confusion — helping people and businesses protect what truly matters with properly designed general insurance.
Business Information

The Practice

Background

Where I Come From

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Asset Management
Formerly with Maybank Investment, managing RM1.5B AUM before transitioning into insurance advisory.
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Education
Educated in Malaysia, UK, and Taiwan. Over 90% full scholarship recipient.
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Insurance Family
Raised in the industry — both parents are top performers in insurance.
Henry Lee at Bloomberg terminal

Managing RM1.5B in institutional funds at Maybank Investment

Henry Lee sharing at industry event

Sharing at an industry knowledge session

Get to Know Me

Beyond Insurance

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Hobbies
Travel, badminton, and psychology
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Partner
Jessey Mak — Estate Planner
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Fur Family
Five dogs at home — @happy__lucky0317
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Something No One Knows About Me
I once considered becoming a psychologist — until I realised the human mind and financial planning aren't all that different.
Henry & Jessey
🔥 My Burning Desire
To build a top-performing agency that not only protects clients but creates meaningful careers for the next generation of advisors.
🗝️ My Key to Success
Clarity. In decision-making, in communication, and in the way I advise my clients. When things become clear, decisions become easy.