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

MediShield Life’s impact three months after its launch – CNA

By | February 2nd, 2016|Categories: In the News, Medishield|

Madam See pays S$50 for treatments every month after subsidies from Medishield Life, compared to the S$1,000 when she had not been covered by a health insurance scheme.

Travel insurer says sales soar on Zika fears – CNA

By | February 2nd, 2016|Categories: General Insurance, In the News, Travel|

Travel insurance sales for trips to Latin America have surged as vacationers consider scrapping their plans to avoid the rapidly spreading Zika virus, one of the top U.S. providers, RoamRight, told Reuters on Monday.

Don’t make these basic financial mistakes. I did. – ST

By | February 2nd, 2016|Categories: Hospitalisation, In the News, Medishield|

About a month ago, my colleague Dennis Chan shared with readers the huge difference having health insurance made when it came to paying for the costly surgery needed to treat his daughter's scoliosis. I would [...]

High fees put people off investing: Surveys – AsiaOne

By | February 2nd, 2016|Categories: 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 [...]

Do I need insurance survey?

By | December 18th, 2015|Categories: Surveys|

Dear friend, This is a simple survey that might give you some clue on whether there is any urgent need for more coverage for your needs. Do note that this is an informal survey and [...]

Financial planning simple survey

By | December 16th, 2015|Categories: Uncategorized|

Dear friends, Thank you for taking this short 5 minutes to help me out with this survey because it will really help me understand your needs and feedback. Thank you very much! [ipt_fsqm_form id="4"]

Join The Many Satisfied & Prepared Clients!

CONTACT JAMES NOW!