CO WEALTH ADVISORY
Aaron Dylan Lim
CREDENTIALS
MDRT 2020 | MDRT 2021 | MDRT 2022 | MDRT 2023 | MDRT 2024 Personal Wealth Manager | Associate Finance Consultant (AFC) | Associate Financial Planner (AFP) | Singapore Employee Specialist
ABOUT ME
I believe that a successful life requires the balance between Health, Wealth and Life. The journey to your financial success requires the joint effort of you and I.
I specialize in creating a smooth sailing financial journey through the planning of four phases - Wealth Creation, Wealth Accumulation, Passive Income Generation and Legacy Planning and to be the guardian of 10,000 Families and Dreams
You deserve to enjoy the fruits of your labor. Let me help you plan your well-deserved financial goals.
TESTIMONIALS
The Advisor that cares
Aaron consistently provides policies tailored to my needs, without resorting to hard-selling. He is understand, and patience stand out when answered my questions. I value his clear policy explanations that dispel uncertainties. Additionally, Aaron takes proactive steps, regularly reviewing my policies and sharing timely updates via email or WhatsApp.👍👍
Jun Eng, Auditor
"Exceptional Advisor"
I recently had the pleasure of working with Aaron and I must say, I was thoroughly impressed with his professionalism, knowledge and expertise in the financial field.
From our initial consultation, it was clear that Aaron was committed to understanding my financial goals and needs and took the time to explain various investment strategies and provided recommendations that were tailored to my specific situation. I never felt pressured or rushed, and appreciated the open and honest communication throughout the process.
Aaron was highly responsive to my questions and concerns, and always available to address any issues that arose. He was patient and supportive throughout the investment process, which made me feel confident and reassured that I was in good hands.
Overall, I would highly recommend Aaron to anyone seeking a knowledgeable and trustworthy financial advisor. His dedication to their clients, attention to detail, and deep understanding of the financial industry truly set them apart. Thank you, Aaron, for your exceptional service!
Desmond Kok, Recruiter
"Crossing Paths With Aaron Is A Blessing In Life"
I’ve came across many people/friends who tries to sell me insurance in a pushy method, quite a rip- off at times. But not with Aaron. Aaron is a friend I’ve known a few years back. After knowing Aaron had join the industry, he never once tries to upsell me anything in an uncomfortable way. In fact, knowing I was quite new to all this, he was so patient with the process of explaining and elaborating down to the last detail. He made the process smooth and flawless. He followed through even after everything was settled. He’s always there when I have questions about anything, that’s how reliable he is. Health coverage to investment, Aaron is my go-to man! He’s transparent with everything, there’s no hidden agenda when dealing with him. He even help to match my budget accordingly. If I am to describe Aaron in 3 words, he is reliable, trustworthy & meticulous. Highly recommend Aaron to anyone out there. Thank you for being part of my life journey!
Eiqa, General Manager
"In Aaron I Trust"
Aaron is really reliable and knowledgeable in his line of work, not to mention passionate and genuine too! The process of coming to a decision on the type of policies I wanted was made easier because of his clear and concise explanation. While I was unfamiliar to the various types of investment and insurance plans, Aaron was patient in breaking down the pros and cons of the policies for me to come to a conclusion on what works best for me. I also found him to be trustworthy as he was honest with his advice on what type of policies would be necessary for me in the stage of life that I am in, and was able to work around my budget. Throughout the process, I did not feel pressured and genuinely enjoyed our conversations beyond work! I will continue to recommend Aaron to my friends and loved ones, as I know that they will be in good hands. Thank you Aaron!
Joanna Tay, Social Worker
"Leader That You Wont Regret"
When I first got to know Aaron, he struck me as someone who was eloquent and confident. As a very fashionable individual, I always thought that he would end up designing high end fashion wear.
Little did I know that he was going to be one of the top designers of financial strategies and produce many others like him. I reckon that he has found his destiny in empowering lives, his way.
I am confident that Aaron will be able to lead many others in their journey to find success in life. Claim your victory!
Jaydee Quek, Associate Director
"Solid Partner To Have"
I only got to know Aaron deeper as a friend when I engaged him as my agent, and he has been both a reliable partner and someone who provides good insights and inspiration.
Aaron has a track record of going the extra mile for his clients, keeping them abreast of new products, how to enhance their portfolios, and general market knowledge. For beginner/intermediate investors like myself, this is both welcomed and assuring.
I believe Aaron will be a solid partner to have as you seek to grow your wealth and protection.
Perez Loh, Hr Director
"Aaron Is The Man!"
Aaron is not only a good friend but a great agent. He’s always on the ball with my policies and takes the initiative to update me. He’s not only approachable but also very knowledgeable in the policies out there and helps to cater the policies to my needs. If you need a reliable agent, Aaron is the man to go to.
Stefanie Peng, Speech Therapist
"Concerns Decipherer"
Aaron is understanding, considerate and patient when it comes to my questions and concerns. I really do like it when he explains the policies in details and it clears up all the concerns that I have. Appreciate it a lot! Thank you
Sheryl Wong
"Trusted Advisor Who Goes The Extra Mile"
Aaron is very genuine and willing to go the extra mile for his clients. Aaron takes the effort to review my policies regularly and to send newsletters via email and new updates very regularly as well. He always puts his client’s needs first. He even went the extra mile to help me write in regarding my special case to explain the scenario and check if it’s claimable when an accident like mine had not happen before rather than just rejecting the claim upfront. Aaron makes claims smooth and I don’t have to worry about my policies! It really has indeed been a blessing to have Aaron as my advisor!
Heather Faith, Paralegal
"Meticulous Advisor"
Thank you so much Aaron. It’s a great blessing to have your hand on my family’s policies. Your perceptive insights, flair with figures, and meticulous care brought so much reassurance and trust to us. We truly appreciate how you can cater specifically and modestly to what we want. We’ve never felt pressured like some of our previous experiences, and it’s your little personal touches to the process that made us feel at ease about insurances. Thank you!
Jeramy Lim, Social Worker
"Trustworthy, Reliable and Attentive"
These are the 3 words that I can describe Aaron!
He provides me with the best suited policies according to my situation and did no hard selling. He will promptly update his customers with any policy updates that suits them.
Especially in my line of hectic work, I know I can trust him with my finance planning and I knew I do not have to worry about my retirement anymore.
Bee Kim, Senior Staff Nurse
"Needs Based Advisor"
Aaron is a patient, reliable and good knowledgeable on all types of investment and insurance plans. He has advised me and explained the policies clearly on why it is necessary based on my requirement. He was honest, trustworthy and best finance planner. Thank you, Aaron
Poi Hooi, Accounts Management
"Amazing Experience"
When I first met up with Aaron and Jennifer, I thought it was going to be another round of insurance plan as I experienced previously. Later I found out after the first meeting that they did not allow me to sign the plan until I understand the plan. I understood the rational and appreciate such thoughts eventually after explanation. They do their part and time in explaining and customising the plan that I requested during the meeting according to my needs and budget. And we eventually had a second meet up and had a further discussion on my plan. I felt the overall experience was great because they ensure the plan is well cater to me before I put my signature on the contract. Their effort and SOP is quite commendable and i would highly recommend to anyone who requires financial services just as i did.
Ian Goh, Army Signal Specialist
"Professional And Reliable Advisor"
Switching agent to Aaron is the best decision I've made. He is professional and knowledgeable in the work he does. He understands my needs well and provided me with the policy that fits me best. When it comes to the queries I have, he is very responsive and patient in taking his time to explain any doubts and enquires I have. Aaron is someone I’ll definitely recommend to those looking for a trustworthy and reliable agent!
Cong Yao, Sales Executive
"Reliable Advisor With Great Professionalism"
Aaron is a patient and reliable agent that goes out of his way to serve his clients to the best of his ability. He is knowledgeable and friendly, and his professionalism really shines through. He is also able to advise me on the proper coverage that I should have at different stages of my life. I am glad to have known him as an agent and as a friend that I can have a chat with at any time.
Alvin & Rui Ting, Senior Software Engineer
"Attentive Advisor That Is There When You Need Him"
Thank you very much Aaron for your assistance in helping me choose which insurance best suits my needs! I especially appreciate the time you were so attentive when i was hospitalized suddenly early in the morning, guiding my wife and I on the procedure for the payment and claims and ensuring I was well taken care of in the hospital. It would not have been such a smooth process without your help. You have a life long customer and friend here!
Xavi Palau, Chef
"值得信任的经纪⼈"
Aaron 对我来说,是⼀个可以信任的、可⻓期合作的保险经纪⼈。他对保险产品的介绍和分析,是全 ⾯⽽详尽的。他对产品的不⾜并不避讳,这更显难得。对客户提出的问题,他都会耐⼼地解释回答。同时,在后续的合作中,他的服务也是⼗分周到,让⼈感觉很放⼼。 值得⼀提的是,他在投资⽅⾯也很有经验,和他交谈理财投资⽅⾯的话题,总会有所启发。
Bi Ting, Teacher
"Someone You Wont Regret Meeting"
Aaron is a reliable friend/agent. He is always patient in advising and guiding me on what type of policy that will be suitable for me by providing information and comparison. The greatest Perk of having him as your agent is that he is always there to answer your questions no matter how busy he gets. Definitely a trustworthy and sincere guy, you’ll not regret choosing him.
Joel Neo, Student
"Dependable Friend, Trustworthy Advisor"
Aaron is a friend I'm glad to have cross path with. It is a blessing to work with him and share from his knowledge and experience in the financial industry. As an individual, he is upfront and forthcoming, while ensuring my financial blindspots covered in the event of uncertainties. Looking forward to an extremely long-lasting working relationship and a toast to our friendship!
Alexander Koh, Tailor
"Meet Someone Interesting"
I would like to thank Aaron for being so patient answering my many doubts since I am very new to insurance. He is also friendly and understanding to my needs and would even advise me on what policy would fit me best. He would take the time to explain to me and even make sure that we have enough meetings before finalising my policies. I would definitely recommend him to my friends and family.
Aryca Kellyson, Student
"Someone Like A Friend"
While discussing on the possible opportunities and on financial planning matters, Aaron gives me a feeling that he is a friend who is trying to help out and our meetings doesn't feel transnational at all.
I think sincerity is one of the strongest attribute that one can feel, among many other attributes, including friendly, accommodating, knowledgeable and able to explain well.
I would highly recommend approaching him for advice and opinion on financial planning matters or even for a chat to understand more about planning out the financial journey, which is very important to start early!
Zheng Wei, SMRT Manager
"A Dependable Partner"
Aaron is a dedicated and meticulous agent who has shown his commitment to serving his clients to the very best of his ability. His introspective insights on policies and relevant investments has made our financial journey with AIA an extremely pleasant one. Always willing to go out of his way to serve, Aaron has now become a dependable financial partner in our family journey!
Alexia, Teacher
"Proud To Have Him As My Advisor"
Aaron is reliable and patient towards me as I am very new to insurance. He went through all the policies slowly and clearly and help me come up with a proper coverage within my needs and budget. He is very responsive and able to get things done quickly. I highly recommend as he really care for his clients.
Jeremy Loke, Navy Specialist
"Professional and Patient"
I would like to take this opportunity to thank Aaron for his professionalism and patience in answering my queries and doubts. He would either respond immediately or within the next 12 hours. Overall, I am satisfied with his recommendation for my insurance portfolio coverage.
Kerly Chiang, Radiographer
"An Agent With A Heart"
Aaron is one of the most sincere agents around. He serves with a heart and with the understanding to know what are your true needs before recommending the right policy to choose. He never once tried to push me to buy more than necessary. In fact, he even helped me saved a lot of money due to his vast knowledge of all the different polices. I highly recommend Aaron who now isn’t just my insurance agent but also my friend.
Douglas Foo, Marketing Associate Director
"Definitely The Go To Advisor"
Aaron is very personable, which made our first meetup a very comfortable one. My queries were answered patiently and clearly by him. Thank you Aaron for your insightful sharing on the types of insurance policies. Will definitely recommend him to anyone who is looking into this area of services.
Rachel Cheng, Pre School Teacher
"Look No Further For The Personalized Touch"
Aaron is outgoing and has a friendly attitude towards his clients. By having an eye for detail to ensure he gathers the necessary information of his client, it proves his work excellence towards always placing his clients' needs and interest above achieving his priorities. This is assuring as it ensures each individual would have the sufficient insurance coverage with ideally an affordable premium that’s best suitable for one's financial/medical needs.
Having a “personal touch” approach towards his clients is something rare. I am glad and very grateful to have Aaron as my financial planner. I would highly recommend him to friends and families, feeling the assurance he would be thought of likewise, towards his excellence of servicing his clients.
Titus Tan, Grab Driver
"Aaron Is Your Guy"
If there is one thing I can say about Aaron, it is that he is the most trustworthy person you can find. You can text him any time of the day about your queries and he will make sure he does his best to answer them. On top of that, he is always clear with his explanations by being patient and taking the time to explain it to me. If you are looking for a reliable agent, he is the man for you.
Jonathan Ho, Masters Graduate
"Not Just Any Financial Planner, But A Friend!"
Having confusion with what policies are beneficial for me at my age (growing into full-term adulthood), Aaron played a big role by providing me with clarity and breakdown on what I need at this season of my life and recommended me with plans that are helpful in my life-planning.
With every doubts and queries I have, he often tries his best to put the complexity of the terms of the policies into layman terms for me, so that I could understand better on what I am committing myself into.
He is not just any Financial Planner you see out there, every meeting he comes with a sincere heart to put every single client as his priority and made sure that we are all well covered and protected, not just ourselves alone, but also reminding us the basic, taking our family into considerations.
With all the heartfelt services he has provided, I highly recommend Aaron to be a part of your financial planning journey. He is more than just a planner, he is a friend too.
Joycelin Loke, Admin Assistant
"The Best Help You Can Get!"
Aaron is very approachable and friendly! Thanks to the summary which he did up, he helped me understand what was I lacking in coverage in a very easy to understand method. He is never pushy in getting the sales but instead, he recommends the best based on my situation, and gives great suggestions on how to enhance the plans and coverage for the future. Best of all, a very trustworthy guy!
Michelle Leong, Assistant Event Manager
"The Best Virtue - Reliability"
Aaron has been very meticulous and detailed towards gathering the necessary information towards reviewing my current policies in ensuring the maximal coverage i can get. He was able to propose a plan to improve my coverage with all the essential requirements needed. More importantly, he is never too pushy, but professionally advising the importance of certain criteria i should consider, based on my affordability.
In this highly competitive industry, i highly recommend Aaron, who is not just simply a financial/insurance advisor, but someone with the heart after his client's best interests.
Cassandra Yan, Senior Recruitment Coordinator