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

7 Main Things You Need to Know about the new Medishield Life

By | November 20th, 2015|Categories: CPF, Health Insurance|

In case you don't already know, Medishield Life took over Medishield starting 1 Nov 2015. You may be wondering what this is all about and whether you should be concerned. Well, I've summarized the main things you need to know about this CPF update.

8 Types of Riders You Should Ask About when Purchasing Insurance Policies

By | November 10th, 2015|Categories: Endowment Insurance, Whole Life Insurance|

Riders are important and useful options available when purchasing new insurance policies. You should be aware of the various riders available so you can ask about them and make the right choices in selecting them.

What if I wanted a Whole Life Insurance and a Term Insurance at the same time?

By | November 5th, 2015|Categories: Children, Life Insurance|

One obvious option will be to purchase the Whole Life Insurance policy and the Term Insurance policy separately. But there could be more cost-effective alternatives.

I suspect something is wrong with me, should I consider getting insurance?

By | November 5th, 2015|Categories: Life Insurance|

To be perfectly straight and honest with you, insurance companies are not stupid. You may already know that health insurance policies require the insured to either declare their current health status or go for a [...]

Join The Many Satisfied & Prepared Clients!

CONTACT JAMES NOW!