Roger Lim

CFP®, AFPCM, AWPCM
Senior Relationship Manager

Dr WKZ

Dr Wong Kai Zong

Client of Roger Lim, CFP®, AFPCM, AWPCM
Senior Relationship Manager

"Roger Lim was not the first financial adviser representative that I have engaged. However with his sincerity, transparency and clear explanation of plans available, it convinced me to appoint him to be my financial adviser representative. With his continuous efforts to provide prompt response to my enquires, I have entrust him to take care of the insurance needs for my family and the clinic that I run."
Mr MS

Mr Mao Shan
Engineer

Client of Roger Lim, CFP®, AFPCM, AWPCM
Senior Relationship Manager

"I went through the program with Roger and found that it was useful. As it can really let me understand the reason of planning. And understand that there is a different goal I need to set."
Mr M

Mr Michael
IT Consultant

Client of Roger Lim, CFP®, AFPCM, AWPCM
Senior Relationship Manager

"Roger took time to help me better understand my own goals and objectives, and time in the market is more important than speculative investments. He is more like a trusted friend than a financial consultant."
Mr B

Mr Boey

Client of Roger Lim, CFP®, AFPCM, AWPCM
Senior Relationship Manager

"I initially wanted a simple savings plan, something that could beat the banks interest rates. My friend introduced me to Roger and lucky for me, he shared with me some strategies and products that not only managed to hit my desired interest rates, I am also able to have passive income from it. Roger is a very frank, sincere and honest individual and I would definitely recommend him to my close friend for financial planning and their savings needs. Thanks Bro!"
Mr K

Mr Kyaw
Nature Landscaper

Client of Roger Lim, CFP®, AFPCM, AWPCM
Senior Relationship Manager

"I am really interested to save for insurance. Roger is a good person and explained the different plans to me. If i have a chance, I will meet up and do saving. Roger is a friendly person."
Mr AKH

Mr Ang Kok Hwa
IT Director

Client of Roger Lim, CFP®, AFPCM, AWPCM
Senior Relationship Manager

"I am actually impressed with Roger's attitude and drive when going through the details of this 'Pulsor' Fund. He was patient and managed to show me the benefits of taking up this plan."

Mr Yang
Business Owner

Client of Roger Lim, CFP®, AFPCM, AWPCM
Senior Relationship Manager

"As per attached image."
Mdm LCC

Mdm Lee Chin Chin
Director for Sales And Marketing

Client of Roger Lim, CFP®, AFPCM, AWPCM
Senior Relationship Manager

"Roger is a very helpful agent who is knowledgeable, attentive and very responsive. This is the kind of advisor that we need."