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.


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.

In the News

Home/In the News

Todayonline: Health crisis can strike anytime, insurance policies are ‘non-negotiable’

By | 2018-02-20T08:17:37+00:00 February 20th, 2018|In the News, Life Insurance, Medishield|

Honest real sharing of someone who has been on the receiving end of some of our worst fears and came out alright all because of what she chose to invest in.

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.

The Burdens Left Behind Beyond Death

By | 2017-08-29T14:20:44+00:00 August 29th, 2017|Hospitalisation, In the News|

Most of us do not realize the host of issues we can potentially leave behind for our closest ones to handle and deal with when we are sick or even after we are gone. This is a real case recently shared online that will hopefully bring greater awareness and understanding.

5 Questions to Ask as Your Parents Enter Their Golden Years

By | 2017-08-15T03:18:45+00:00 August 15th, 2017|In the News, Retirement|

It is no secret that Singapore, like many other developed Asian country is facing an ever increasing greying population. Thus most professionals in their 30s to 40s will eventually have to ask themselves whether they are ready or prepared as their parents enter their twilight years of their lives.

The recent fuss about an AIA policy and why we need to know our expected insurance payouts

By | 2017-06-14T13:10:21+00:00 May 30th, 2017|In the News, Life Insurance, Whole Life Insurance|

A big fuss about how the death payout from an AIA customer's plan failed to meet expectations and what it means for you.

Nearly half of car accidents on Fridays happen on the way home: Aviva – CNA

By | 2017-05-29T15:27:31+00:00 May 2nd, 2017|General Insurance, In the News, Motor Insurance|

Insurance company Aviva says that almost half of the car accidents which occur on any given Friday in Singapore take place during the post work rush, between 5.30pm to 8pm.