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.



Book quotes: The New Retirement Standard

By | 2020-11-24T10:18:20+00:00 November 24th, 2020|Retirement|

Just finished this book and thought they were a few interesting points worth sharing for you and for myself as well. Hope you find them insightful and serve as a good reminder. "Nobody wants to be sold. They want instead to be educated, particularly when it comes to something as important as their retirement. They [...]

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 [...]

5 Questions to Ask as Your Parents Enter Their Golden Years

By | 2017-08-15T03:18:45+00:00 August 15th, 2017|In the News, Retirement|

It is no secret that Singapore, like many other developed Asian country is facing an ever increasing greying population. Thus most professionals in their 30s to 40s will eventually have to ask themselves whether they are ready or prepared as their parents enter their twilight years of their lives.