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.

Insurance and investments

Adequate coverage

Honest and expert

financial advice tailored for you

Secure the future of your family

You are in good hands

REST EASY

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

Husband Earning $4.7k Per Month Builds $166k in Wife’s CPF over 6 Years

By | October 12th, 2017|Categories: CPF, In the News|

Mr Yang realized the benefits of leveraging on his and his wife's CPF to work towards their retirement. And thus he took action from 2011 to transfer a portion of his CPF to his wife's account and then through steady contributions over the next 6 years, manage to build $166k in both his own and his wife's CPF accounts.

The Burdens Left Behind Beyond Death

By | August 29th, 2017|Categories: Hospitalisation, In the News|

Most of us do not realize the host of issues we can potentially leave behind for our closest ones to handle and deal with when we are sick or even after we are gone. This is a real case recently shared online that will hopefully bring greater awareness and understanding.

5 Questions to Ask as Your Parents Enter Their Golden Years

By | August 15th, 2017|Categories: 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.

Performance of the life insurance Industry in first half of 2017 and what we can learn

By | August 15th, 2017|Categories: Life Insurance|

The Life Insurance Association Singapore (LIA Singapore) recently released statistics and results of the industry over the first half of 2017. The trends and findings provide some good insights on the attitude of the population towards insurance.

One Mother’s Medical Bill: $1,018,469.29

By | July 15th, 2017|Categories: Hospitalisation, Medishield|

A Facebook user shared his story of the financial and emotional struggles he went through for his mother's illness. Final bill came up to exceed 1 million dollars and the worst thing is, he did not know what his mother was entitled to in terms of healthcare.

Join The Many Satisfied & Prepared Clients!

CONTACT JAMES NOW!