I help PMEBs with Retirement Planning

Leon Lim (Indra Julie)

REP No.: IJX100059236

Senior Consultant

Leon is a Certified Financial Planner with over 15 years of experience in the finance industry. Leon is passionate about helping PMEBs (Professionals, Managers, Executives, and Business Owners) achieve their retirement goals and attain financial freedom.

Leon has obtained several financial planning certifications throughout his career, including the Certified Financial Planner (CFP) designation. He is committed to continuing education and staying up-to-date on the latest financial strategies, products, and regulations.

As a financial planner, Leon works closely with his clients to understand their unique financial goals and challenges. He creates customized retirement plans that help his clients maximize their savings, minimize taxes, and mitigate risks. Leon also helps his clients develop investment strategies that align with their risk tolerance, time horizon, and financial goals.

Throughout his career, Leon has helped numerous PMEBs to be on track to achieve financial freedom. His clients appreciate his personalized approach, attention to detail, and his ability to simplify complex financial concepts. Leon’s ultimate goal is to empower his clients to take control of their finances and achieve their financial goals.

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Testimonials

Leon doesn’t just give blanket advice. He takes the time to fully understand my specific needs and goes above and beyond advising me on what best suits my requirements. In addition to this, he is extremely patient and accommodating to suit my schedule. He is definitely someone who cares about his clients and isn’t afraid to shy away from the hard truths.

Jon Lim

FX Options Broker

I reached out to Leon and his company after seeing some reviews online. Leon was very responsive and proactive in reaching out and following up on our discussions. I appreciated him providing me with several options each time and to explain the differences in coverage and costs for them. His explanation was clear and to the point. I am following up with him for other coverages now too.

Tan Shu Hui

Manager

Leon gave a few options for me to consider for ISP and PA without being pushy and want to hit targets. Friendly agent who looks out for client interests

Joseph Yong

SEP

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