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: February 2022

Home/2022/February

4 + 1 Key takeaways from Warren Buffet’s Letter to Shareholders

By | 2022-02-28T08:15:24+00:00 February 28th, 2022|Investment|

Warren Buffet releases a letter to his Berkshire Hathaway's shareholders every year to update them and to remind them on the business of Berkshire. And we can always learn lots from his insights on investments. It is actually not a very long letter, but for those who do not have time to read through the [...]

6 important changes to CPF in 2022

By | 2022-02-23T02:48:53+00:00 February 23rd, 2022|CPF, Medisave|

With the recent budget 2022, there are several major changes in the CPF scheme for all Singaporeans and PR. You should be aware of these as they will potentially impact you. 1. Increased tax relief from $7,000 to $8,000 per year on cash top-ups The tax-relief cap on CPF cash top-ups to your own Special [...]

Why banks’ Equity-Linked Notes (ELN) are not good investment instruments

By | 2022-02-16T08:32:38+00:00 February 16th, 2022|Investment|

If you are a privilege or private banking client with a bank, you should have been broached with the idea of purchasing a structured note, or an Equity-Linked Note (ELN) with the cash savings you have. On the surface, it sounds really attractive, but what exactly is this instrument about and why do you need [...]

Close the Cancer Care Gap

By | 2022-02-08T07:19:19+00:00 February 8th, 2022|Health, In the News|

Did you know that February 4th is World Cancer Day? The theme for 2022-2024 is Close the Care Gap. The initiative is a catalyst for personal, collective and governmental actions worldwide, to raising awareness of cancers, preventing millions of cancer-related deaths and providing equal access to cancer care. Every single one of us has the ability [...]