Alan Lim

Senior Relationship Manager

Mr Jason Ang
Senior Manager

"Alan is a detailed Adviser who makes the effort to ensure that I understand what I am signing for. He is also patient and accommodating to my timings."

Mr Leong Shi Jie
Head of Sales Representation

"Alan is a very patient and conscientious adviser that plans for his clients according to their specific needs. I feel that he is very different from the many other financial planners that I have spoken to as he caters to my needs and gives a comprehensive advice of what is essential for my personal financial planning for protection and wealth accumulation. He offers reliable service and I am happy to have an adviser that is concern for my needs and well-being. Great job!"

Mr Low Boon Jie

"Alan makes sure that I understand the concept of financial planning and all the different kinds of products available before recommending any single product. With the information, I am able to prioritize the products I wanted and from there, he is able to advise and recommend accordingly."

Mr Vincent Lim

"Alan is able to provide concise information and is able to plan for me in accordance to my needs."

Tan Jun Long & Raine

"Alan is a reliable FA who has helped us greatly back when we knew nothing about investments or insurance. He has provided reliable and trustworthy advice and offered options tailored to our needs at the time. With him, we feel reassured for the future and have no worries about letting him handle our finances."

Miss Berlin Goh
Piano Teacher

"Alan was clear with his proposal. He compared policies well and allowed me to understand the different policies well enough that led me to choose the most ideal proposal for myself. The financial advisor was friendly and confident which gave me a sense of security"

Mr Willy Koh

"Patient and extremely informative. Able to grasp what I needed to know from the plans easily. Alan is quick with follow up procedure"

Ms Gloria Chee

"Alan is able to answer all of my enquiries. I am impressed and feel safe in the advice that he has offered me, not forgetting his rich knowledge in different types of product with different companies. He also patiently explained clearly about the insurance that he is offering me, letting me be clear about my needs and the things that I am buying. Alan also gave me a sense of security and responsibility in handling my portfolio, keep up the good work!"

Ms Woo Chin Xin

"Alan is knowledgeable and able to provide helpful analysis and comparison of different insurances across competitors. He is also honest in giving his advice."

Mr Clayton Soh

"Very detailed and informative discussion with understanding of financial background. Alan is a very attentive and listening advisor."

Ms Tan Xian Ngoh
Therapist (Rehab)

"Alan is professional, clear and articulate in his explanation of the different plans."