Jenny Lim 林佳璇 - Financial Specialist For Singapore Pr/Investors Email & Phone Number

I was serving in Malaysia financial industry for about 10 years as soon as I graduated from University. One day, my client asked me: “Jenny, I have some money generated from business abroad and is kept in Singapore. I do not have someone trusted to manage them for me. The money just sat inside the bank account and invested into various financial product recommended by bankers only. How could I get a second opinion? “ This is a turning point for me where I started to seriously consider expanding my expertise to a vibrant financial hub to serve the more sophisticated clientele. I have decided to acquire license from Monetary Authority of Singapore and chosen the “independent” route. Since then, I have been practicing as an Independent Financial Advisory Representative in Singapore for 3 years. I could provide impartial advice and service to Malaysian who has businesses abroad & Malaysian who works in Singapore and manage their Insurance and Investment Portfolio via Singapore platform. On top of that, I also specialized in Comprehensive Estate Planning Services for HNW Individual. I have assisted client’s children/heirs to go through the wealth distribution journey upon client's demise. Therefore, I am equipped with knowledge and experience to arrange the most practical and tailored-made planning for each client.My 3 years in Singapore is the right decision that I have ever made. Among the success stories: 🎯 About 70% of my clients managed to reduce 30% to 85% of their existing insurance premium commitment without jeopardizing the protection benefit🎯 About 30% of clients managed to get better protection with the same premium commitment🎯 About 80% of clients went through a detailed financial analysis and were given a report. This report gives clarity to each individual's financial status and highlights the action plans needed for future planning.🎯 1 client manage to get a global medical card while he has been rejected by all his local Insurers 🎯 Majority clients stayed invested and gained better investment return using our Financial Freedom Investment Strategy via non-market correlated investment tools during COVID pandemic period. 🎯 Many clients who wrote Will & Trust deed 9 years ago still stay with me to review & rewrite. ⭐ Being able to grow together with clients is the best gift given by this job ⭐#Independent #Singaporeifar#Singaporeinsurance#Singaporeinvestment#Insurancebudgeting#Financialfreedom#Estateplanning#Willandtrust#PPLI#Universallife#Variableuniversallife#Indexuniversallife

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  Universiti Putra Malaysia

  Biological And Biomedical Sciences