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Emily Lim

In Touch

A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
Emily Lim
 
 
 
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Testimonials and Referral Notes

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Wendy Ong
Financial Consultant, Prudential

Hi Everyone, My director, Emily, is a dedicated and heartwarming superior. She is genuine in helping her agents and does it wholeheartedly without complains. Be it underwriting status or claims, just a word from us and she will go all out to seek answers for our queries. Emily’s vast experience in this industry makes her a great mentor to her agents. Her sincerity coupled with the amount & depth of attention that she give her clients are valuable traits that she passed down to us. Because of her strong emphasis on servicing, we naturally strive to be responsible consultants for our clients. Our job is not always smooth sailing as we have to constantly deal with rejections and sometimes difficult clients. However, with a supportive team and passionate leader, work becomes much more enjoyable!

Tracy Pang
Florist, Lavender Bliss

Hi Everyone, She is my insurance agent and she has all the insurance knowledge to answer all my questions. Also, she is always cheerful and very supportive of my online business. It's like a life mentor giving me guidance and encouragement with her experience and inspiration. Thank you Emily.

Chia Bee Kim
Safety Officer

Hi Everyone, I just need to call my FC Emily Lim for help to get a right lady gynecologist. Bingo, Emily fixed appointment for me. I just need to show up for the appointment. She was also there physically to support me. Thank you, Emily!

Kwa Eng Kiat
Business Development, Digital Dream

Hi Everyone, Emily has been providing us with tip-top and excellent service throughout the many years that she has been our insurance agent. Her quick response and professional advice has always been appreciated by my wife and I as well as our family. Emily's extensive knowledge and experience in the financial planning/insurance industry is of great importance to us as she provides sound advice for our insurance requirements. Through the many years, we have become more than agent/client. We are close family friends now.

Evelyn Lui Wan Theng
Clerical, Ngee Ann Polytechnic

Hi Everyone, I have a very good relationship with Emily. Her ever-ready helpful, kind & positive attitude has always provided me & my families’ members with her First Class service. I have decided to engage Emily as my financial planner cause I have witnessed how she will always go thru the extra-mile to assist all of my other families members especially from being there with them during those final moments till processing the claims. I truly appreciate the speed all my claims were processed so far especially when I had a fracture 3 years ago. Not forgetting the off-&-on TCM treatment claims for my lower back injury, incurred from a fall at home too. She also helped me with my travel baggage claims when my luggage was damaged at the airport on one of my holiday trips couple of years ago. Hence I strongly recommend Emily for your financial planning as she has me & my family best interest at heart.

Jeremy and Catharine Lim
Scientist & Homemaker

Hi Everyone, Emily has served our parents faithfully ever since she started her career in this industry more than 30 years ago. We have been privileged to be under her care for the past few years. We have come across and been served by our fair share of 'financial consultants'. Emily really stands out with her honest sincerity and wealth of experience. She advises with our best interests at heart, prioritizing our needs rather than her personal agenda. As a veteran in the industry, we appreciate that she continues to keep up with the trends and competition - so her advice remains relevant to our changing needs. Her after-sales service is equally stellar and timely, often involving her going above and beyond what is required. A simple and recent example would be when she found out we were down with Covid. Emily immediately arranged to bring food, fresh coconuts and herbal medicines personally to our doorstep. Truly, Emily is more like a wise friend with practical advice we can turn to than a mere financial consultant going through the motions.