Lucky Lim | Synergy Financial Advisers

Biography

I am a family-oriented individual blessed with two wonderful children. My firm conviction lies in the importance of maintaining a harmonious equilibrium between life and work. This is why I am deeply passionate about fitness, sports, and personal growth.

My planning philosophy is built upon my accreditation as a Chartered Financial Consultant (ChFC) and Certified Estate Planner (CEP) After a 5-year tenure in the banking sector, I embarked on a transition to the Financial Advisory platform in 2016. This transition provided me with invaluable insights into the unique strengths of both domains, which played a pivotal role in shaping my distinctive approach to financial planning.

I follow a comprehensive four-stage advisory process:

Discovery: At this stage, I diligently explore & understand the client's objectives and financial situation.

Strategy: I craft a strategic plan based on the insights gathered during the discovery phase.

Solutions: After formulating the strategy, I propose tailored solutions that address the client's specific needs and goals.

Commitment: The final stage involves ensuring that clients fully comprehend and are comfortable with the proposed plans before making any commitments.

Ian Lee

Pilot

I've known Lucky for almost 20 years, since we were schoolmates. He has always been genuine, reliable and trustworthy. These traits are essential in someone that manages your personal matters. When I found out Lucky was in this industry, I reached out to him and have never felt more assured since he started helping me manage my portfolio.

Benson Yeo

Private Banker at CitiBank

Wow, I gotta say, Lucky really knows how to break things down! He doesn’t beat around the bush or try to sell me on anything. He just lay it all out in a simple and straightforward way. I love that because it gives me all the information I need to make a decision without any confusion.

Tony Yang

Engineer

I have known Lucky for 10+ years but only introduced to his financial advice in the last 8 years.

He had recommended me few products that met my life cycle needs when I had kids and required planning for their future.

Lucky never failed to meet up with me to discuss new products or recommend new ways to ensure financial sustainability as well as retirement needs.

Overall, it is a pleasure to have him guiding me on financial planning for future and retirement forecast. His ideas and plans are clearly illustrated and graphical to show clarity. They are easy to apprehend and make decision too.

I enjoy working with him on my future planning for me and my family needs.