Keef Lim
AWPCMAssociate DirectorKeef has established himself as a distinguished adviser in the financial industry, having dedicated a youthful seven years of his professional life to Synergy. With a captivating persona and a profound passion for his craft, Keef has garnered a reputation for his exceptional expertise and unwavering commitment to his clients.
Coming straight from a Bachelor of Business (Major in Management) degree, he has since amassed a vast number of industry qualifications and certificates that back his expertise in the field of wealth building and portfolio optimisation for personal finance.
Keef is naturally outspoken, curiously opinionated and very often enthusiastic when it comes to discussing about macro economics and how the world of finance works. He advices passionately on the overarching strategy of wealth management by sticking to clear principles for efficiency, simplicity and success in achieving clients goals. Keef is also part of a highly successful and internationally diversified team within Synergy: The Spire Group. Embodying their vision: "Fulfilling Dreams, Enriching Lives" allows him to achieve both his clients financial goals along with his own hence why they remain experts in the field of relationship building, competent advisory with utmost professionalism.
With an extensive knowledge in multiple areas of finance such as Investment, GI, Life and Life (A&H with Shield), Keef is actively sought after by many and his advice is considered highly reliable. Not bound by any fiscal limitation, he enjoys taking up the challenge of compelxed financial cases whilst aiming to deliver beyond just his scope of advisory. His clients not only benefit from his active participation through meetings and discussions but also from his extended network of professionals ranging from investment properties abroad, taxation, estate planning and law.
