Biography

Keef has established himself as a distinguished adviser in the financial industry. 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 advises 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 complexed 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.

Dr. Rachid Yazami

Scientist at Nanyang Technological University

Keef Lim is a very well dedicated financial advisor. The clarity and enthusiasm he puts in his communication with clients make him very trustful. I have enjoyed talking to him on the phone and face to face. He is very knowledgeable about investments and his advises are very helpful.

Dr Arindam Basu

Associate Professor at NTU

Keef has advised me on financial planning over the last few months. At first, I was a bit sceptical since I felt that I had a good handle on my investments. But was pleasantly surprised to hear his point of view. He finally helped me do several insurance and medical coverage plans. His enthusiasm is infectious and it is nice to have someone come all the way to your house to help out.

Dr Yuanto Kusnadi

Assistant Professor at SMU

Keef has been very patient and professional through his engagement with me over the past year or so. Both he & Sherry have provided valuable advice on insurance, investment, and retirement planning. Overall, the financial planning that both did on me has been very useful and informative. I will definitely recommend them for anyone who wish to have some financial advice.