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: July 2020


6 interesting facts about your CPF you may not know

By | 2020-07-23T06:50:05+00:00 July 23rd, 2020|CPF, Retirement|

As part of my job, understanding how our CPF system works is crucial in strategizing financial plans for my clients. I am also privileged to work with clients who work in CPF and IRAS, and who have much more knowledge and experience than I do. The more I find out about our CPF system, the [...]

4 reasons why you must know your expenses (template included)

By | 2020-07-09T05:19:11+00:00 July 9th, 2020|Finance Tips & Tools|

Having met hundreds of people and clients, and helping them gain visibility of their financial state, it is surprising to meet a fair share of people who still have no idea what their numbers are. By numbers, I'm referring to what their average expenses are on a monthly basis. If you have ballpark figure at [...]

What you need to know about the change in critical illness definitions on 26 Aug 2020

By | 2020-07-03T07:36:24+00:00 July 3rd, 2020|Illness, Life Insurance|

If you don't already know it, you should. There will be a major change in how insurers define various critical illness conditions for all life (wholelife and term) policies from 26 Aug 2020, which is barely 2 months away. So how do these changes impact you? The changes in CI definitions are mainly to address [...]