Steffi Lee

BCom, DipFinPlan

What do you enjoy most about wealth management?

Knowing what I do daily makes a difference in someone else’s life.

What’s the biggest challenge?

The biggest challenge for me is that every client’s situation is different. There are different ways to help every client and no standard book formula to solve someone’s financial situation, but this is what makes it interesting!

What do you love most about being part of Capital Partners?

I love that the people here are passionate about what they do, which stems from a genuine heart in helping others. I also love the fact that there are no compromising grounds when it comes to delivering the best advice possible for our clients.

What quality of yours makes you suited to what you do?

A firm belief in adding value to other people’s lives, and also having an analytical mind.

How should people think about their wealth?

There are always two ends of the spectrum. One can’t possibly live without money, but money simply can’t be everything. It is an enabling tool to live your life richer – quantitatively, emotionally and mentally.

What do you love to do outside of work?

Anything that allows me to spend quality time with friends and family, and the occasional Netflix binge till dawn.

What does your ideal holiday look like?

I love exploring big cities (especially the food and shopping that comes with it).  A view across the city night lights is also a must!

Education and Associations

Bachelor of Commerce

Diploma of Financial Planning