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Lim Zong Yan (Joe)

Financial Services Consultant
1 year of experience


I am a professional with a diverse background in IT, FMCG, and F&B business ownership. I have accumulated valuable experience in risk management and financial decision-making. My IT background provides a solid foundation in data analysis, while my time in FMCG emphasises understanding market trends and consumer behaviour. As a business owner in the food & beverage industry, the importance of risk management and contingency planning. This unique blend of skills position me to offer personalised financial advisory services especially in the investment field, dedicated to helping individuals and families navigate the complexities of financial planning with a commitment to trust and transparency.

Areas of specialty

Leading a worry free retirement life.

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Wealth Accumulation & Retirement Planning


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

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