Clive Lim

Senior Relationship Manager

Kheng Leng
Social Worker

"Clive is very attentive to my needs and he provides sound financial advice which are aligned to my goals. My experience of him is that he has a good grasp of the products and instruments and does not hesitate to recommend you what you need. He is also open to listening and feedback, which sets him apart from other advisors."

Kheng Leng
Social Worker

"Clive is very attentive to my needs and he provides sound financial advice which are aligned to my goals. My experience of him is that he has a good grasp of the products and instruments and does not hesitate to recommend you what you need. He is also open to listening and feedback, which sets him apart from other advisors."

Mr Wilfred
Civil Servant

"Clive is a very detailed and patient guy. He took the extra effort to go through multiple company's products and tailor the plans to my needs. I would highly recommend Clive to people looking for financial advice."

Ms Jess
Study Manager

"Clive is a trusted friend and advisor who I feel comfortable going to at anytime for my financial planning needs. He takes the time to understand my concerns, and provides a tailored approach to my situation. He provides a safe space to ask him any questions free from judgement, and has a knack for explaining complex concepts with ease and clarity by using easy to understand analogies. He is understanding, approachable and I cannot thank him enough for his patience and expertise."

Ms Cel
Public Servant

"I have a very positive experience with Clive! He provides clear explanation for the various policies, takes the time and effort to run through my financial health, and gave advice that serves my needs along with detailed action steps that I need to take to achieve my financial goals. He also managed to simplify difficult financial terms/concepts for my understanding. Im glad to have him in my financial journey."

Mr G
Executive

"I am very grateful to have known Clive and I really appreciate his advice on my current insurance policies. After reviewing my existing insurance policies, he is able to quickly identify the protection gap and recommend suitable policies to bridge this gap. He also went the extra mile to compile a detailed comparison table of various policies and explained which policy is more suitable for me. He is very patient in understanding my concerns and answering any queries that I may have. Would definitely recommend anyone in need of insurance advice to get in touch with Clive!"

Ms Ivy Chen
Social Work Associate

"Clive definitely walk me through by giving me his best knowledge and ability to plan my financial wisely. He helps me to understand the importance of planning my retirement fund so that I don’t have to work so hard as I get older. He definitely have the best listening ear to hear me out and gives me his advice. I could trust this person with no doubt. He is definitely the most wonderful person I ever met. :)"

Mr Terence Chua
Radiographer

"Clive has been an excellent agent and friend who is very dependable from day one. Never failed to clear any doubts I have and always ready to lend a helping hand. Knowledgeable and friendly, I know I'm in good hands when Clive is my advisor. Keep it up Clive!"

Ms Jessica Yew Xin Yi
Data Analyst
Google

"I benefited hugely from Clive's support as an FA for both insurance and investments. Previously, I was paying a much higher premium for an insurance policy that had a lower coverage due to medical loading. Having spoken to Clive about it, he took the effort to do the research and submitted multiple applications to various companies to get me an insurance policy that had more coverage at a lower price. As I was planning for my investments, I naturally approached Clive for advice as I knew he would be able to offer an unbiased opinion and suggest what would be best for me. True enough, he came up with a portfolio which fit my lifestyle and investment goals, while making sure I was comfortable with it. Huge kudos to Clive for being such a reliable FA and friend, thank you! Would definitely recommend anyone to reach out to Clive for his professionalism, conscientiousness and genuine care for his clients."

Mr Kingston Tan
Research Technician
Verily Life Science S.E Asia Pte Ltd

"I have known Clive for close to 10 years already and fully trust that he has my best interest at heart. As I have been working for 3 years without any insurance coverage except for my work plan, I approached Clive to help me plan for my insurance coverage. The whole process from start till finish was super smooth and quick, with Clive helping me in deciding promptly the types of insurance coverage i needed based on my profile and my needs. He gave me the necessary information and also went above and beyond to help in checking in with the insurance company on certain medical coverage issues that I might possibly have and also giving me suggestions on what my next steps can be while also looking for other alternative companies for me. He is meticulous and responsible in his work and I truly believe he cares for his clients and wants to help them make the best possible decisions be it in their investments or insurance coverage. Would recommend anyone to just get in touch with him on any financial advice that they will need and I am sure he would be able to help you make the best decisions you can!"

Miss Loh Ying Ting
Group Resourcing Partner
Keppel

"I’m truly very fortunate that Clive joined the industry, because now I can have him as my adviser! He is someone who genuinely cares about the people he crosses paths with. He takes the time and effort to understand our needs, and makes sure we are comfortable with the policies we are getting. Financial planning and insurance became so much simplier to work on, with him around. Above all, I know he’s someone who has my back, and I’m positive he will have yours too."

Ms Dionne Cheah
Civil Servant

"After working with an IFA, I realised that it's useful to get a comparison of the various financial products on the market. Concurrently, an IFA can provide you additional advice depending on your objectives. I had a pleasant experience working with Clive. Prior to recommending products, he took the effort to review my existing policies and understand my financial needs first. Whenever I had queries, he was also responsive and patient. He is a dedicated IFA and would update me regularly on the progress and follow-ups required. I am very grateful that he went the extra mile to help me settle my various policies. Would definitely recommend Clive if you need help with financial planning."