My job satisfaction is derived from the meaningful relationships that I've built with my clients all these years; to be faithful in the little things and going the extra mile for them.​

Rachel Lim

Rachel Lim Yie Ling

Senior Financial Consultant

My Approach Towards 
Financial Planning

 

Failure to manage the flow of money often leads to confusion, loss of control and lots of frustration; therefore it is my commitment to help clients develop strategies that enable them to achieve a happy and successful financial life.

Getting To Know You

 

• An empathetic listener; seek to understand the needs

   and life goals of the client.

• Draw out a framework, piecing the financial jigsaw

   puzzle together.

Areas of Specialisation

Testimonials

Rachel has been helping us with our company's insurance for the past 3 years. She is trusted to provide sound advise for any insurance assistance that the employees would need. She'll go the extra mile when the situation calls for further support from her. It has be great to have her as a business partner for group insurance, ensuring our employees' welfare are well taken care of.

 

Cheryl,

HR Manager

Financial Risk Mitigator

Financial Risk Mitigator

Financial Risk Mitigator

Telephone: (65) 9107 3200

Email: limyieling@aia.com.sg

My experience with Rachel has been great, she possess a cheerful and friendly personality! She patiently goes through our family portfolio, and identified important areas which we didn't realise. For the past 7 years she continuously provides an excellent service, and always stand by us when problems arises. Rachel is someone that I'll definitely recommend as a 
financial planner.

 

Mrs Lim & family