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.

CPF

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Husband Earning $4.7k Per Month Builds $166k in Wife’s CPF over 6 Years

By | 2017-10-12T09:20:01+00:00 October 12th, 2017|CPF, In the News|

Mr Yang realized the benefits of leveraging on his and his wife's CPF to work towards their retirement. And thus he took action from 2011 to transfer a portion of his CPF to his wife's account and then through steady contributions over the next 6 years, manage to build $166k in both his own and his wife's CPF accounts.

7 Main Things You Need to Know about the new Medishield Life

By | 2017-06-14T13:10:24+00:00 November 20th, 2015|CPF, Health Insurance|

In case you don't already know, Medishield Life took over Medishield starting 1 Nov 2015. You may be wondering what this is all about and whether you should be concerned. Well, I've summarized the main things you need to know about this CPF update.

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