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.



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 [...]

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 [...]

High fees put people off investing: Surveys – AsiaOne

By | 2017-06-14T13:10:21+00:00 February 2nd, 2016|In the News, Investment|

Investing in unit trusts or equities can achieve potentially better returns and help diversify a portfolio but many people are put off by the high costs associated with these investments. Two polls conducted by The Sunday Times Invest with DBS Bank looked at both options. Our survey on unit trusts found 41 per cent of [...]

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?