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.

Monthly Archives: November 2015


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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8 Types of Riders You Should Ask About when Purchasing Insurance Policies

By | 2017-06-14T13:10:24+00:00 November 10th, 2015|Endowment Insurance, Whole Life Insurance|

Riders are important and useful options available when purchasing new insurance policies. You should be aware of the various riders available so you can ask about them and make the right choices in selecting them.

Is a Term Insurance policy suitable for me?

By | 2017-06-14T13:10:24+00:00 November 9th, 2015|Term Insurance|

If you have just been introduced to a Term policy product and you are wondering if it is really suitable for your needs, I hope that I can help clarify your doubts here. Term Insurance policies as its name suggests, are meant to last only for a specified term of period of time. Thus the [...]

3 things to look out for when buying Term Insurance

By | 2015-11-09T16:39:31+00:00 November 9th, 2015|Term Insurance|

Term Insurance is a very popular option in people's portfolio of insurance. Not only does it provide good coverage on death and disability, it is very affordable too. However, when one is considering purchasing a Term Insurance, here are a few things to look out for to get the best deal. 1. What is the [...]

The only 2 reasons why you should ever consider an Investment-Linked Life Insurance Policy

By | 2017-06-14T13:10:24+00:00 November 5th, 2015|Investment, Life Insurance|

Does an investment-linked life policy sound sexy to you? Should you even consider using one?

What if I wanted a Whole Life Insurance and a Term Insurance at the same time?

By | 2015-11-05T03:49:12+00:00 November 5th, 2015|Children, Life Insurance|

One obvious option will be to purchase the Whole Life Insurance policy and the Term Insurance policy separately. But there could be more cost-effective alternatives.

I suspect something is wrong with me, should I consider getting insurance?

By | 2015-11-05T03:27:15+00:00 November 5th, 2015|Life Insurance|

To be perfectly straight and honest with you, insurance companies are not stupid. You may already know that health insurance policies require the insured to either declare their current health status or go for a mandatory health screening first before an insurer will approve any new health policies. However, what if you suspect something is [...]

The 3 main types of Life Insurance Plans you need to know

By | 2017-06-14T13:10:24+00:00 November 4th, 2015|Life Insurance|

If you were like me before I stepped into this line of work, the world of insurance plans was a blur. And I was just too lazy or too occupied to sit down and understand the options out there and whether I was choosing the right thing. Well, here I have tried to sieve out [...]