Joshua Lim

Wealth Manager

MAS Rep No: LQR300733787

Languages: English

Joshualimqr@phillip.com.sg

ABOUT ME

As a dedicated financial advisor, I am passionate about empowering my clients to achieve their financial goals and needs through tailored strategies and solutions. I take pride in improving financial literacy, equipping individuals with the knowledge and confidence to make informed decisions about their future. My mission is to build lasting relationships based on trust, education, and personalized guidance, helping clients navigate their financial journey with clarity and peace of mind.

MY PROFESSIONAL SERVICES

Life Insurance

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

Unit Trust

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

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

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Managed Account Services

Stocks and Shares

SMART Park

(Please select ✅ Excess Funds Management Facility)

AIA MultiStage Cancer Cover

A guaranteed yearly renewable plan which covers for early, intermediate and major stage Major Cancer

AIA Solitaire PA (II)

A personal accident plan that provides worldwide 24/7 coverage for accidental injuries, disability and death

FWD Big 3 Critical Illness Plan

An affordable critical illness plan that offers essential protection for cancer, heart attack and stroke

AIA MultiStage Critical Protector

A plan that offers 100% protection for 6 common critical illnesses at early, intermediate and major stage

FWD Cancer 100

A plan that covers you for cancer treatment not on the MOH's Cancer Drug List (CDL)

AIA Centurion PA

A Personal Accident plan designed for your golden years

AIA Star Protector Plus

A multiple protection plan with worldwide coverage to safeguard your little ones

AIA Ultimate Critical Cover

A resilient critical illness plan with unlimited claims and 100% coverage reset to recover financially.

Singlife Cancer Cover Plus II

A medical plan that offers protection against hefty medical bills from cancer treatments.

FWD Life PA

A Personal Accident plan for your golden years with yearly renewals up till age 100, and a lifetime No Claim Discount of 10%.

Joshua Lim

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Joshua Lim

ABOUT ME

MY PROFESSIONAL SERVICES

GET IN TOUCH

PROMOTIONS

Quick Links

Contact Us

Connect With Us