Leonda Lim

Financial Services Manager

MAS Rep No: LSS200207790

Languages: English, Mandarin, Hokkien(Dialect)

Industry Experience: 20 years

leondalimss@phillip.com.sg

ABOUT ME

Hi, I’m Leonda. I strive to lead my professional and personal life with integrity and empathy. My goal is to create environments where people feel supported, valued, and empowered to grow. For me, it’s not just about getting the job done—it’s about working together with respect and purpose. Outside of work, I’m passionate about building meaningful connections and advocating for causes that matter to me, particularly animal welfare. I believe in the intrinsic value of all living beings and am committed to treating them with care and dignity. Whether in the workplace or the community, my aim is always the same: to make a positive, lasting impact wherever I can.

MY PROFESSIONAL SERVICES

Unit Trust

Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money

Life Insurance

Protect yourself while being able to provide a sum of money when the policy matures

Managed Account Services

Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis

SMART Park

An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities

SMART Portfolio

Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis

GET IN TOUCH

TESTIMONIALS

I have always appreciated Leonda's patience and dedication in assessing my financial portfolio. She carefully evaluates my needs and consistently makes recommendations that are tailored to my requirements. Leonda's expertise and attention to detail give me confidence in her advice, knowing that she has my best interests at heart.

Lim LL, Executive Director of local bank

Client

Aug 2023

Having encountered many financial advisors, this is the first time that I feel at ease with Leonda as my financial advisor. She displayed professionalism and patience and was able to recommend policies which catered to my needs. I will definitely recommend her to my relatives and colleagues.

Hu CY, Senior Officer (Singapore Police Force)

Client

Jun 2022