Lim Yi Suan Eileen

Senior Financial Advisory Manager

(MAS REP No.: LYS100065889)
Your trusted companion in your financial planning journey

Eileen grew up inspired by how her parents saved bit by bit, albeit with very little resources, to work towards a comfortable life and future for the family. Taking the first step in financial planning is really so crucial and yet also a very simple decision! 

 

Today, with the same passion, she works with many busy working professionals to get them started on their financial planning journey. She has come to know many of them are aware they should plan, but have no time to sort out all the confusing technical jargons and improper sales tactics, and hence are looking for someone honest and trustworthy to simplify the journey with them. She maintains honesty in every financial plan she recommends, making sure they are always in her clients’ best interest and keeps the recommendations easy to understand and exciting to follow.

 

In so doing, she treasures the trust her clients place in her and keeps in close contact with them. In the last ten over years, she has become a friend and close companion to her clients, journeying through different phases of life with them and suitably advising on their financials needs along the way. 

 

> 0 Years
Simplifying the financial planning journey
> 0 clients
Steadfast in serving

Services

Retirement Planning
Cashflow Management
Insurance Portfolio Review
Investment Portfolio Construction
Children Education Funding

Content

Personal experience: Getting hospitalised in Singapore

Videos

The Benefits of an Independent Financial Advisor
Aiming to be a Guiding Star to all our clients

Quick Insurance Comparison

Testimonials

Being exposed to different companies, with the training and expertise of her parent company, Eileen could advise me, based on my needs, on the ‘best’ accident insurance policy, ‘best’ critical illness policy, ‘best’ investment portfolio, ‘best’ shield policy etc, from a basket of insurers. I covered my bases because #kiasu, and honestly, I find it hard to keep track of what I have, given that I have products from different companies. While she may not sell products from every insurer (it’s their loss for limiting sales to only their own advisors), she did save me the time and effort of comparing, keeping track, making queries and making claims to those she has access to. I don’t know what I’d do without my trusty financial advisor.

Lim Hui Zhen

Chiropractor

Eileen has been my FA since I first started working. It was a different person initially. She took over when the person left after 3 years. She is from an independent financial advisory so she has access to a greater suite of products. More options which I value. But this does mean that you may not get some of the individual’s companies best product. But those may not be necessary or the objective can be met via diff means. She is also very responsive and very clear and is able to explain things in very basic terms for noobs like me and my wife. My wife had her former JC mate do her insurance (a couple). From Great Eastern. Warm initially but after that went cold and difficult to reach. So my wife also moved some of her coverage to Eileen. Eileen now does the financial planning for my two kids. Mainly health and hospitalisation, life, and savings for their studies.

Jamal

Civil Servant

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Lim Yi Suan Eileen

MAS REP No.: LYS100065889

Senior Financial Advisory Manager

Your trusted companion in your financial planning journey

Eileen grew up inspired by how her parents saved bit by bit, albeit with very little resources, to work towards a comfortable life and future for the family. Taking the first step in financial planning is really so crucial and yet also a very simple decision! 

 

Today, with the same passion, she works with many busy working professionals to get them started on their financial planning journey. She has come to know many of them are aware they should plan, but have no time to sort out all the confusing technical jargons and improper sales tactics, and hence are looking for someone honest and trustworthy to simplify the journey with them. She maintains honesty in every financial plan she recommends, making sure they are always in her clients’ best interest and keeps the recommendations easy to understand and exciting to follow.

 

In so doing, she treasures the trust her clients place in her and keeps in close contact with them. In the last ten over years, she has become a friend and close companion to her clients, journeying through different phases of life with them and suitably advising on their financials needs along the way. 

 

> 0 Years
Simplifying the financial planning journey
> 0 clients
Steadfast in serving
0

Services

Cashflow Management
Insurance Portfolio Review
Investment Portfolio Construction
Children Education Funding
Retirement Planning

Content

Personal experience: Getting hospitalised in Singapore
“You have liver inflammation.” “It’s an estimated 36-50 hours wait for admission. Alternatively, ...

Videos

The Benefits of an Independent Financial Advisor
Aiming to be a Guiding Star to all our clients

Personal Accident Insurance

Travel Insurance

Testimonials

Being exposed to different companies, with the training and expertise of her parent company, Eileen could advise me, based on my needs, on the ‘best’ accident insurance policy, ‘best’ critical illness policy, ‘best’ investment portfolio, ‘best’ shield policy etc, from a basket of insurers. I covered my bases because #kiasu, and honestly, I find it hard to keep track of what I have, given that I have products from different companies. While she may not sell products from every insurer (it’s their loss for limiting sales to only their own advisors), she did save me the time and effort of comparing, keeping track, making queries and making claims to those she has access to. I don’t know what I’d do without my trusty financial advisor.

Lim Hui Zhen

Chiropractor

Eileen has been my FA since I first started working. It was a different person initially. She took over when the person left after 3 years. She is from an independent financial advisory so she has access to a greater suite of products. More options which I value. But this does mean that you may not get some of the individual’s companies best product. But those may not be necessary or the objective can be met via diff means. She is also very responsive and very clear and is able to explain things in very basic terms for noobs like me and my wife. My wife had her former JC mate do her insurance (a couple). From Great Eastern. Warm initially but after that went cold and difficult to reach. So my wife also moved some of her coverage to Eileen. Eileen now does the financial planning for my two kids. Mainly health and hospitalisation, life, and savings for their studies.

Jamal

Civil Servant

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根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.

By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.

提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策

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