WHAT THIS SITE IS ABOUT

This is the personal website of James Lim, an established financial consultant who is serving hundreds of happy clients. Through this site, he hopes to keep his clients and new prospects updated on latest developments that will impact their financial plans. This site will also give potential clients a good idea of who James is and how he can help them achieve their financial objectives.

ABOUT ME

James Lim started out working in the government, before going on to found and run a highly successful IT company for about 10 years. He moved into the finance industry in 2016 and has since become a member of the prestigious Million-Dollar Round Table. He builds his business on the foundation of integrity and trust, which is why most of his clients have placed their investments and financial plans with him.

About Me

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About Me 2019-02-04T04:20:42+00:00

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Who Am I?

I am a licensed Financial Consultant who passionately believes in the importance of sound financial planning for every person. Having graduated with a Masters degree in Operations Research and Industrial Engineering and a Bachelors degree in Electrical Engineering from Cornell University in USA, I have walked the path of both an employee and a founder of a business over my past 13 years of working experience. I am happily married with 2 kids and sleep soundly knowing that my family will be well covered in the most unfortunate of circumstances.

  • Approved Financial Consultant by Monetary Authority of Singapore (MAS)
  • Dedicated to the best interests of clients in all financial matters
  • Dependable and responsive client support for managed financial matters like claims and investment updates
  • Excellent and comprehensive product knowledge to assure clients the best financial advice
  • Complete transparency in all financial counsel provided

What my clients say about me

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No hard-selling, no stress tactics. Just fully focused on what's best and comfortable for you.
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