Keef Lim Financial Advisory

From as early as I can comprehend, I've always associated insurance and investments as 'voodoo' magic that these nicely dressed folks at the bus interchange would come up to me and tell me that if I could save $100 a month for 20 yrs that I would receive $30,000 after 25 years. But if the worst happened, I'd get back all my money in insurance payout. They were focused on my future 25 years down the road and I was focused on buying that new pair of jeans at the end of the quarter. We were both wrong and nothing happened.

Out of sheer curiosity (and an abundance of time from term break) I took an internship with a financial advisory firm hoping to learn more about the industry. I was appalled to realise that like myself, many of the general public were not properly informed about their financial decisions. Some had their expectations completely mismanaged (leading to poor satisfaction and a pure distaste of the industry) where others simply chose not to do anything for decades which would later come back to present themselves as huge financial strain.

I was blessed with a team filled with many advisers more senior than I in experience and life and with them I learnt how to properly articulate financial instruments that may be challenging to comprehend. I enjoyed the process and now I seek to assist those after me, both clients and advisers alike. I truly believe that there is a need for quality financial advisers to give rise to better financial management of personal finance.

Not all advisers are the same and I encourage you to find someone who you feel comfortable with, can relate to and ultimately entrust with your financial planning needs. I'll definitely like the opportunity to explore that and if it isn't the outcome, all is well and I hope you'd have enjoyed meeting me.

Services provided are preferably via face to face as this is a relationship business. It helps all parties really dive deep into the planning phase and to understand what their options are.
It is recommended that we take a few mins prior (through phone or video conferencing) before setting an appointment to meet so as to establish the relationship and expectations.
There after, our advisory reviews may be carried out virtually or in-person depending on the scenario.

We are able to have meetings virtually via Zoom if there is a preference not to have in-person meeting.