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Dennis Lim

Financial Services Consultant
8 years of experience
MDRT Qualifier Accident & Health Specialist Personal Wealth Manager

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There will never be a one size fit all solutions for financial planning.

 

Everyone comes from different walk in life and every individual is unique in their own way.

 

It is always my pleasure to help my clients come out with the best portfolio so that they are well protected against their "rainy days". It is akin to a ship set course for its journey, meeting obstacles along the way and finally reaching it's destination. Financial planning is more than just purchasing individual products off the rack. My duty is to ensure every individual knows what they are "in" for before making the right decisions.

Areas of specialty

Being through most of the major lifestages myself, I am thankful for the experiences I have had till now with clients as young as 14 days old through retirees of age 70 years old.

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Legacy planning

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Wealth and retirement planning

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Health and Protection planning

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Corporate solutions

Hear from my clients

Dennis has been a very thoughtful agent.

 

Despite my plans has shortfall in coverage, he would recommend the best and optimal solution in providing his professional advice.

 

Unlike other agents of other companies who might recommend cancellation of plans, as much as he can, he recommend the best solution. He has helped my mum to reinstate a plan when she couldn’t purchase or upgrade her plan for the longest time ever.

Benedict Tan

HAVE A QUESTION?

I’d love to help you with your journey in financial planning

CONTACT US

+65 6579 5595

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