About Me

Hence, my role as a Certified Financial Planner is to help my clients build sound financial strategies and design action plans that put them on track to their financial goals- so that they can live the best possible life for themselves.
This is done via a systematic approach of ongoing cash flow management & asset allocation. I also ascertain that I stay up-to-date with industry trends and policies changes to ensure that my clients benefit from the latest strategies and opportunities available.

Over the years, I have developed a specialty in comprehensive financial planning for busy legal professionals & educators, working mothers & young families. In addition to my specialized focus, I also possess expertise in investment management, estate planning, and tax optimization.

From my days as a rookie financial consultant up till my being an Associate Wealth Advisory Director and Certified Financial Planner today, I have benefited greatly from being part of a great company and a high performing and cohesive team. 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. And thankfully for that, my practice thrives.

Financial Alliance Yvonne Lim Page: https://engage.fa.com.sg/yvonnelim/