Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.

I help PMEBs with Retirement Planning

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.

BOOK AN APPOINTMENT NOW!

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ASSETS MANAGEMENT COMPANIES
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LIFE INSURANCE PARTNERS
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BANK LOAN PARTNERS

Services

Wealth Protection - Insurance
Term Insurance Comparison
Wealth Accumulation - Retirement Planning

#ChooseIndependent:

Upcoming Events

Quick Insurance Comparison

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

Leon has provided sound advice in my best interest and managed to find better term insurance that beats my existing plan. He is also able to answer all my queries due to his long experience in the field. Thanks Leon for all the help rendered!

Sandy Yap

Asst Finance Manager

Leon took time to understand my needs and what I was looking for, then went through the financial planning process and recommended products that are aligned with my needs. I appreciated that he was upfront about the perks and drawbacks of each product, and answered my questions thoroughly. He was also very patient and friendly, making the entire process easy to understand and enjoyable.

Ariel P

Marketing Specialist

(Leon) is not pushy. Leon has good knowledge of the products he is recommending, and sincere to answer my questions about the products. He respected my desire/need and presented the facts/benefits/cons of each product. Quick and hassle-free process to choose the best plan for myself through Leon.

Dr Josiah C

Senior Research Fellow

(It was a) very informative session presenting the different options available. (Leon) also has the customer’s interest at heart.

Foo JQ

Engineer

(Leon) is easy to talk to and explains information very well… (Leon is) knowledgeable, and made insurance buying much simpler for me. Thanks for your services and hope to engage with you again!

Goh JW

Audit

I appreciated the variety of options, as well as the really fast tournaround. He’s responsive, attentive, and flexible, which works well with my busy and changing schedule. He’s also really good at explaining and breaking down complex and lengthy policies for a beginner like me!

Valeria G

Product Manager

My Contact

Enquiry

Social

Leon Lim (Indra Julie)

MAS REP No.: IJX100059236

Senior Consultant

0
ASSETS MANAGEMENT COMPANIES
0
LIFE INSURANCE PARTNERS
0
BANK LOAN PARTNERS
I help PMEBs with Retirement Planning

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.

BOOK AN APPOINTMENT NOW!

  • Wealth Accumulation – Retirement Planning
  • Wealth Protection – Insurance
  • Term Insurance Comparison – term.sg
  • Certified Financial Planner CFP®
  • More than 15 years of financial planning experience

My Services

#ChooseIndependent:

Upcoming Events

Quick Insurance Comparison

Personal Accident Insurance

Travel Insurance

Motor Insurance

Testimonials

CONTACT US

Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.

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  • I have read and understood FAPL’s Personal Data Policy, and hereby give my acknowledgement and consent to FAPL to use my personal data in accordance with FAPL’s Personal Data Policy.
  • 我已阅读并理解鑫盟理财私人有限公司的个人数据保护政策,并同意鑫盟理财私人有限公司根据个人数据保护政策所阐述的用途使用我的个人资料。
  • I have read and understood the disclaimers above and hereby affirm my acceptance of these terms.
  • 我已阅读并理解了上述免责声明,特此声明接受这些条款。
  • I have not been directly contacted or approached by any representative or employee of FAPL with an offer or solicitation to apply for any financial products not offered in my home country.
  • 鑫盟理财私人有限公司的代表或员工并未直接与我联系或提出要约或招揽购买我原居住国境内所不提供的任何金融产品.
  • Financial Alliance Pte Ltd ( “FAPL”) is licensed by the Monetary Authority of Singapore (“MAS”) and allowed to conduct financial advisory activities in accordance with the Financial Advisers Act (Cap. 110) (“FAA”) and the Securities & Futures Act (Cap. 289) (“SFA”) within the jurisdiction of the Republic of Singapore and in accordance with the licenses granted by MAS
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  • Any services provided by FAPL to persons not ordinarily resident in Singapore are provided solely on an offshore basis from Singapore, resulting from direct enquiry on the part of the foreign residents.
  • 鑫盟理财为非新加坡居民所提供的任何服务仅限于直接向鑫盟理财发出咨询请求的国外居民。
  • As an integral part of the provision of such services, FAPL may from time to time make available to such residents, documents and information making reference to capital markets products (for example, in connection with the provision of fund management or investment advisory services outside of the foreign jurisdiction).
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  • Such documents and information are provided by Financial Alliance Pte Ltd (“FAPL”) is for general information only and is not intended for anyone other than the recipient.
  • 此类由鑫盟理财所提供的文件和信息仅供收件人做一般信息参考。
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  • It does not constitute the making available of, or an offer or solicitation by FAPL to buy or sell or subscribe for any such capital markets product or to enter into a transaction or to participate in any particular trading or investment strategy nor an advice or a recommendation with respect to such financial products.
  • 鑫盟理财向该人士提供此类文件和信息将不构成要约或招揽购买或出售或认购任何此类资本市场产品,或达成交易或参与任何特定的投资策略,也不构成有关此类金融产品的建议或推荐。
  • These documents may not be published, circulated, reproduced or distributed in whole or in part to any other person without FAPL’s prior written consent.
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  • 鑫盟理财无意在分发,出版或使用此类文件可能违反当地法律,或本公司及关联公司或关联人士需要注册,获得许可或符合规定的司法权区向当地人士分发、出版此类文件或供其使用。
  • You shall ensure that you have and will continue to be fully compliant with all applicable laws in your home country when entering into discussion or contracts with FAPL.
  • 在与鑫盟理财进行讨论或签订合约时,您应确保您已完全遵守并将继续遵守您所在原居住国的所有适用法律及条规。

In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.

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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Non-advisory Products - Life Insurance

For those comfortable managing their own insurance needs, these are some options to purchase life insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.

Insurance Plan

Direct Purchase Products

For those comfortable managing their own insurance needs, these are some options to purchase insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.

Chubb Personal Accident Guard

TM Protect MosBite

Singlife Digital Saver II

Singlife CareShield Standard & Plus

AIA Solitaire PA (II)