CWM Solutions

Continue Working & Moving.Your Life, Your Goals — Backed by Smart Financial Protection.

At CWM Solutions, we help ambitious individuals secure their future through modern, no-BS insurance and financial strategies.
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Who We Help (Ideal Clients)

You’ll vibe with us if...
- You want to protect your income without complicated jargon- You're planning for something big: home, kids, business, staying single- You’re tired of agents who push products without a plan- You’re young(ish), working hard, and thinking ahead

What We Offer (Simplified Services)

Here’s how we can help:🔒 Smart Insurance Planning – coverage that fits, not overwhelms📈 Wealth Growth Strategy – long-term plans for ambitious people (psst, planning for your future is also ambitious yk)🧠 Financial Clarity Sessions – real talk, zero pressure

Social Proof

"She (CWM advisor) helped me understand what I actually needed, not just someone wanted to sell me. Comfortable & grateful."
— Jess, 29, startup founder-"I'm so proud of having her as my insurance planner!"
— Angie, 28, food regulations manager-"If she didn't tell me, I wouldn't know that I can claim for this! Thanks"
— Mr Liao, 50, fish monger-"I thought a will is all I need cos I'm old already, good thing you guys share me that legacy planning is much more than that"
— Mala, 59.5, property employee-"I felt the one I signed up with another agent was a scam, luckily she (CWM) reviewed & instructed me not to cancel my policy! I managed to claim last year"
— Foo, 48, factory operator

Get to know our advisors

We’re not just insurance agents.
We’re your financial growth allies.

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The Team

Dancy Tee — Senior Advisor & Agency Manager

With a smile that puts anyone at ease, Dancy brings a seasoned, down-to-earth touch to financial conversations. Her clients often say talking to her feels like chatting with a wise neighbour—friendly, sincere, and always with your best interests in mind. Behind the warmth is years of solid experience and sharp insight.