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.

Insurance and investments

Adequate coverage

Honest and expert

financial advice tailored for you

Secure the future of your family

You are in good hands


Achieving your financial needs is my top priority

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Contact Me

Make an appointment for a free, no pressure financial analysis now

No hard-selling, no stress tactics. I am just fully focused on what's best and comfortable for my clients.
Contact Me

Why Choose James?

  • My mission statement is to help and be a blessing to people
  • Dedicated to giving wise and appropriate financial advice
  • Personal guarantee to never recommend a product for the purpose of increasing commissions
  • Backed by close to 10 years of business experience and planning know-how
  • Supported by arguably the largest independent financial advisory in Singapore
  • Committed to serving and assisting clients in our financial matters
  • If I do not know the answer, I will say so
  • But I will definitely find the answer

Always in your best interests

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Financial Consultant

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Helping you be prepared

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

By | July 9th, 2020|Categories: 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. [...]

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

By | July 3rd, 2020|Categories: 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 [...]

COVID-19 stimulus package noteable points

By | March 26th, 2020|Categories: In the News|

Our minister of finance, Mr Heng Swee Keat, just announced one of the largest stimulus package in recent days to help boost the economy and help workers and businesses through this challenging COVID-19 crisis. Here is a summary of the more prominent points affecting the most people:

Celebrating small successes: Post-hospitalization claim

By | February 7th, 2019|Categories: Hospitalisation, Medishield|

Immeasurable pockets of satisfaction. Helping to ensure that clients actually benefit from all the planning that I always emphasize is critical. Post hospitalization coverage that many do not realize they have planned for.

Mandatory 5% Co-Payment for Integrated Shield Plan Holders is a Good Thing for You

By | March 8th, 2018|Categories: Hospitalisation|

For those who have not already heard, the Ministry of Health has just passed a new bill that mandates all Medishield plan owners to bear part of the costs of hospitalization and treatment, 5% at [...]

Todayonline: Health crisis can strike anytime, insurance policies are ‘non-negotiable’

By | February 20th, 2018|Categories: In the News, Life Insurance, Medishield|

Honest real sharing of someone who has been on the receiving end of some of our worst fears and came out alright all because of what she chose to invest in.

Join The Many Satisfied & Prepared Clients!