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.

Monthly Archives: December 2015

Home/2015/December

Do I need insurance survey?

By | 2015-12-18T04:19:52+00:00 December 18th, 2015|Surveys|

Dear friend, This is a simple survey that might give you some clue on whether there is any urgent need for more coverage for your needs. Do note that this is an informal survey and should not be used as the sole indication or instruction on your decision to purchase insurance. You are always advised [...]

ST: Financial planning for kids

By | 2017-06-14T13:10:24+00:00 December 4th, 2015|Uncategorized|

When Mr Rohith Murthy, 34, became a father recently, he compiled a checklist on how to care and provide for his newborn daughter. He jotted down 10 items, which included health insurance for Radha, now three months old. Despite his background as a financial professional - he is managing director and co-founder of SingSaver.com.sg, a [...]