Yvonne Lim

Money Doesn’t Come Without Guidence ...

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Yvonne Lim

MAS Rep No. LZY300052763
Associate Wealth Advisory Director

My Specialities

  • Investment Planning & Management
  • Risk Management
  • Insurance Portfolio Restructuring
  • Cash Flow Management
  • Retirement Planning
  • Education Planning
  • Estate Planning

 

About Me

As the saying goes, “Worrying is not planning and Hope is not a good strategy”. And this is exactly what I assist with – building a sound financial strategy and facilitating your action plan via a systematic approach. Being a financial consultant puts me in a privileged position to see life goals falling into place, and knowing that I played a part in that gives me the greatest satisfaction.

The Team

From my days as a rookie financial consultant up till my being an Associate Wealth Advisory Director today, I have benefited greatly from being part of a high performing and cohesive team – La Confiance (representing Financial Alliance). The team’s synergy, systems and processes have supported me greatly in my growth throughout the years. It is also because of our team’s differentiated investment advisory services and financial management strategy that my clients actively refer their friends & colleagues to me for advice. As a result, my practice thrives. Find out more about La Confiance news & clients’ events on https://www.facebook.com/fa.laconfiance

2012

Financial Alliance Quality Class (Merit Class)

2013

Financial Alliance Quality Class (Prestige Class)

2013

Top New AUA Consultant – 3rd

2014

Top New AUA Consultant – 3rd

2014 – 2016

Financial Alliance Quality Class (Eminence Class)

2015

Top New AUA Consultant – 5th

  • Bachelor of Business, Second Class Honours (Upper division), Nanyang Technological University
  • Associate Wealth Planner (AFPCM)
Contact Me
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