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.

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Monthly Archives: April 2021

Home/2021/April

How to Top-up CPF Medisave Account

By | 2021-04-30T04:54:21+00:00 April 30th, 2021|CPF, Medisave|

One little known fact, your CPF Medisave account is earning the same interest as your CPF Special Account, which is currently 4%. For most CPF members who have been working for many years, your Medisave account should typically be maxed out at $62k currently. However, for various reasons, if you would like to voluntarily top-up [...]

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10 Psychological Money Hacks

By | 2021-04-16T09:56:12+00:00 April 16th, 2021|Finance Tips & Tools|

I have always been fascinated with the psychology of money and how it plays on people's minds. This led me to find this book that I find provided many interesting insights to how our brain works counter-intuitively, when we deal with money. This book is called 'Mind over Money' by Claudia Hammond. Among the dozens [...]

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