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Emily Lim

In Touch

A Monthly Curated Newsletter

Amidst rising costs, aging and retirement planning is becoming a growing concern for many. Yet, more than just ensuring financial readiness, one who is planning to retire also needs to be psychologically prepared for the shifts in lifestyle, routine and everything that comes along with it. In this issue, let's explore expert tips on staying healthy, mentally sharp and financially secure, so we can age gracefully in our golden years.

Tips for Aging Well: 10 Habits for Physical and Mental Fitness

BetterUp recommends ten habits for well-being in ageing, emphasizing exercise, health checks, sleep, positivity, and social connections.

 
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4 Different Ways to Think of Retirement | Psychology Today

Explore retirement as a goal, lifestyle, long-term process, and mindset influencing decision-making and life quality.

 
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The 4 phases of retirement | Dr. Riley Moynes | TEDxSurrey

 
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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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Tan Wee King (Ms)
Professional Nurse Award 1995
Commonwealth Foundation Award 1999
Inaugural President's Award for Nurses 2000
30 years Community Service Award

Hi Emily, I believe my journey with you, which started during one of the lowest points in my life, will go far. My husband had got himself a rare policy in order to support his ex-colleague – Emily Lim. A kind deed deserves another. When he passed on in 2016, Emily impressed me with her efficiency with a human touch when she helped process the policy claim. We had been friends since. Emily has been a financial advisor to me like none other (I have four or five others). She keeps in touch intrusively. From her casual sharing, I hear of how she befriends her clients who need help and would go out of her way to assist, often what even family members would do. I was touched by her concern for her staff, coaching them and giving them a leg-up when necessary, beyond work to their spiritual needs. Her role-modelling of attending to persons as a total fellow human being with multi-faceted needs would be helpful to those who are willing to learn from her. As I age, I’m confident that I have a companion in Emily, as a friend and financial consultant who would be ready to assist and advise when necessary. I thank God for you, Emily. May He continue to show you favour and anoint you with His love.

Ong Kok Fong
Teacher, Ministry Of Education

Hi All, Emily is not just my insurance agent. She is a wonderful friend who helped me and my family by rendering her help to us as our most needy time. She analysed the existing policy that we are holding and would recommend what we need to us. My greatest appreciation from her came when my mother was ill. Emily helped my family and I so much. From ferrying my mother to treatments, to lending us her car for our usage when she’s out of town. I always asked myself, which insurance agent would do that? After my mother passed on, she helped us with the process to file for claims and such. Not just for the claims to her company but other insurance companies as well. We would be lost without her careful guidance. Apart from being my insurance , she had also helped to monitor the funds I had, ensuring that I would not suffer any losses. Emily is not an agent who goes to her clients for business purposes only. She wants the best for her clients within their comfortable budget. She is not someone who pushes for business for her own sales volume. she would be the first person available when the need arises. Emily is a very caring, she would do all she could to help anyone in need. Knowing that life is tough for me as a single mother, she often checks on me to make sure I m well. When she knows my children want to be exposed to the financial consultant field, she immediately offer to take them in and enroll them in any available platform. I’m so grateful to have Emily as my one and only trusted agent and my personal friend.

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.

Peter Teo
Financial Services Manager, Prudential

Hi Everyone, Emily has been there with me since the beginning. Till date I am already 15 years in the career, thus we have worked with each other for a long time. She has always inspired me with her generosity, letting me realized there is so much more in giving than taking. This attribute has helped me progress well in this career and thus I will say Emily has been an integral part in my growth. She has always been frank with the people she deals with and that helps a lot in shaping many of us who are under her watch. On a personal note, she cares about my family as well and not just the career and I appreciate a lot for this caring side of her. Looking forward to future interactions with Emily in the years ahead. Thanks Emily for being there for me all this while :)

Chern Sueh Ping
Retiree

Hi Everyone, I am thankful to Emily who helped me find a TCM for my injury after a fall last April 2022. She came and fetched me to the TCM for treatment for at least twice. All my claims were successful. If you want to get a reliable agent, look for Emily!