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Emily Lim

In Touch

A Monthly Curated Newsletter

As we embrace 2024, discover essential insights for a prosperous journey ahead. Explore key financial strategies and economic trends aligning with the Dragon Year's promise of prosperity. Immerse in the cultural vibrancy of the Lunar New Year celebrations. I hope this issue with its blend of wisdom and practical advice equips you to navigate the opportunities and challenges ahead with confidence. Together, let's ride the Dragon!

Chinese New Year 2024 - 10 Best Reunion Dinner & Delicious Takeaways!

Elevate your Chinese New Year celebrations in 2024 with the 10 best reunion dinner options in Singapore

 
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Eight Money Resolutions to Consider for a Financially Secure 2024

The article outlines eight financial resolutions for 2024, focusing on evaluating personal finances, practicing the ‘3Ms’ (Measure, Monitor, Manage), starting an emergency fund, budgeting, investing in oneself, paying off high-interest debts, diversifying investments, and establishing a regular savings plan.

 
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The World Ahead 2024: five stories to watch out for

 
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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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Jennifer Koh
Administration

Hi Everyone, I am very grateful to Emily for saving my life way back in 2010. I remembered on that fateful day I was feeling very sick and the GP ordered me to admit to A&E immediately, but not sure of which hospital to go to. I gave a call to Emily and she straight away drove to my office and picked me up. Before heading to SGH A&E, she insisted that I should have my lunch first. She accompanied me thru the registration at the A&E. Next thing I landed up in hospital for next 2 months. Doctor mentioned that I was saved in the nick of time as I didn't know I was critically ill. On that day, Emily liaised with my kids on where I was and arranged for them to visit me on the next day. I had since entrusted my children and myself in her care knowing that she will be ever ready to take care of me and my family. Thanks Emily! You are always so helpful and willing to go extra mile for others. You are awesome!

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!

Lee Ler Yang
Student, Ngee Ann Polytechnic

Hi Everyone, Aunty Emily has always been around my family. Whenever we needed any clarification for our policies, she would always be available to answer our queries. My personal experience with aunty Emily is when she recommended a policy to my sisters and me. She painstakingly went through every detail of the alternatives and justified what’s best for us. What’s best for us, and not what’s most profitable for herself. When I expressed my interest in her business, she unselfishly brought me into her workplace and gave me advice on how I could go about achieving what I wish to be in the future. Aunty Emily is very generous in offering her help to my sisters and me, she supported me in my studies to ease the burden off my mother. I'm thankful for everything aunty Emily had done for my family and me. Aunty Emily, no words can express my gratitude to you, thank you for being around us, I’m grateful to have you as a mentor. Please continue to guide me along. Thank you.

Amy Lo
Financial Consultant, Prudential

Hi Everyone, My Director, Emily, is passionate about her work especially in helping her clients in anyway possible whenever her services are required. Her passion is one important factor that made me stayed with her for over 20 years. Not only she loves her clients, she also strive to help her consultants whenever possible. We can count on her to help out whenever we encounter issues with our work.

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.

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.