Agnes Lim | Synergy Financial Advisers

Biography

With over 17 years of experience in financial advisory, Agnes is deeply committed to empowering individuals through proper financial planning. Her core values of being Genuine, Empathetic, and Courageous underscore every interaction, guiding clients toward realizing their life's purpose and aspirations with confidence.

Agnes believes that proper financial planning isn't just about managing money; it's about transforming lives. By empowering individuals to take control of their finances, she enables them to pursue their dreams with courage and conviction. Her ultimate goal is to inspire and facilitate positive change, one client at a time.

Throughout her career, Agnes has been honored with numerous industry accolades, including the prestigious Million Dollar Round Table from 2016 to 2023 and Court of the Table in 2024. She's also been recognized as a member of the PIAS High-Performance Club and Achievers Club from 2013 to 2017, as well as receiving the IPP FA Achievers Award, Top Producer Award, and Chairman Round Table Award from 2008 to 2012.

Beyond her professional achievements, Agnes is passionate about advocating for inclusivity and breaking down barriers. As an amputee for over 20 years, she firmly believes that physical disabilities should never limit one's capabilities or opportunities.

In addition to her dedication to financial empowerment, Agnes is an avid art enthusiast. She harnesses her love for art to engage in meaningful dialogue, participating in theatrical productions such as "And Suddenly I Disappear: The Singapore 'd' Monologues." These endeavors allow her to explore the complexities of human experience and bridge divides through creative expression.

Agnes holds a certification in Financial Planning and graduated with a Bachelor of Business Studies from Nanyang Technological University, further enriching her expertise in delivering holistic financial solutions tailored to each client's unique needs and aspirations.

Ms Khim Geok

Net Revenue Management Lead

Over the past 10+ years, I am grateful to have Agnes with me to help me build a financial portfolio that resonates with my identity, my values and mostly importantly, what I value.

To many, financial planning may just be buying insurance products, making investment or simply, growing your money. Many years back when I was first exposed to financial planning, I probably started with this mindset.

However, through the many years of engagement with Agnes, she has helped me to dig deeper and uncover what financial planning meant for me. Her expertise enabled me to create a sustainable financial portfolio where I could pursue what I wanted while safeguard what I valued. Even in times of career uncertainties, I have never once felt the uncertainties flowed into my finances. This did not happen by chance, but because she was willing to devote her time to listen to my life and work with me to crystalize what financial planning meant for me.

It is a privilege for me to experience how Agnes have brought me on this financial planning transformation journey. Her impact is far-reaching beyond health protection and wealth accumulation. It is in fact, helping me to build a life which I value and am contented with. AMAZING WORK, my friend!

Ms Cassandra Chew

Account Manager

I truly appreciate having Agnes as my finance advisor at Synergy. She has a warm and reassuring presence that makes every discussion feel comfortable and clear. What stands out most is her ability to consistently present well-thought-out options, never pushing but always guiding with my best interests in mind. She challenges me in a positive way—helping me rethink my decisions and stay focused on what truly matters for my financial priorities. Her advice is not just professional, but thoughtful and empowering, giving me confidence in the choices I make. I’m grateful for her dedication and the genuine care she brings to every conversation.

Mr Chuen Hee

Pilot

Resourceful and fast to re-strategize with changing client objectives.