CO WEALTH ADVISORY
Geoffrey Lim
CREDENTIALS
Financial Consultant 2024 | Personal Wealth Manager
Diploma in Interactive & Digital Media | Diploma in Sports Science
ABOUT ME
Passionate about connecting your issues to solutions, I aim to become the go-to person for all your problems.
Client interest are always first & foremost.
With CO Organization's vision of Empowering Miracles & 100,000 Lives, I work to stay committed and professional with clients, growing alongside them. Reducing problems, increasing time & value add their lives
TESTIMONIALS
Helpful Nephew
Thank you to my nephew for helping me restructuring my insurance portfolio, leaving me more savings for my retirement!
An Investment Friend
Geoffrey is a great friend whom I know in the investing circles, he give great advice on options selling strategies & also helped me with my insurance policies queries as well.
Great Business Partner
Geoffrey is someone whom I believe will succeed in the fields that he is interested in. He has fresh & innovative ideas when we are doing business consultancy together & works very hard to help his partners. Thus I feel he can be trusted with my policy planning.
Straightforward & Transparent Advisor
Geoffrey showed me how easy it is to understand a Life policy & very transparent in disclosure of his style in planning for his clients. Looking forward to work with him in many other potential partnerships!
Fitness Enthusiast
Great meet up to talk about fitness, health & how our partnership can benefit our clients achieving healthier status to be insurable again!
