“We strongly believe financial consultants would act as trusted guides, leveraging their expertise and industry knowledge.”

Marcus Lim envisions a Singapore where the financial planning industry empowers every individual and family to achieve financial security.

Marcus Lim believes that financial planners and consultants would act as trusted guides, leveraging their expertise and industry knowledge to craft personalized plans that meet each client’s unique goals. He emphasizes that clear communication and a client-centric approach would be paramount, ensuring every individual feels their specific needs are understood.

Furthermore, the industry would foster continuous professional growth through ongoing education and relevant certifications, guaranteeing financial planners are equipped with the most up-to-date knowledge to serve the public best.

• Bachelor of Accountancy &Bachelor of Business (Human Resource Consultancy)
• Chartered Financial Consultant®/Singapore
• Financial consultant at AIA Singapore
• Follow on Linked-In