Ivonne Lim

Financial Advisory Manager

(MAS REP No.: ILY300502720)
Bespoke Financial Advisory for Every Individual

Ivonne is dedicated to positively impacting her clients, their families, and their businesses. Instilled with strong values of sincerity and integrity, she believes in transparency and unbiased advice, setting high standards in her field.

Following years in the corporate arena, Ivonne pursued a career as a Financial Advisory Manager at Financial Alliance Pte Ltd.

She continually enhances her expertise, striving to be an invaluable resource in financial planning. Ivonne is dedicated about providing peace of mind, ensuring financial security for her clients, their families, their businesses, and their legacies.

She also engages in Corporate Seminars and Lunch Talks, tailored for both corporate and public audiences. making complex topics accessible and relevant to everyday challenges.

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Professionally, I have been developing financial products for insurance companies and banks around the world for more than 30years. As a consequence I have had the luxury of working wiht financial planners/brokers/agents from countless financial institutions around the globe. In my experience, I have found financial advisors from Singapore typically lagged behind their North American/European peers in terms of professionalism and knowledge – as financial advisors in Singapore very sales-driven without paying much regard to the actual needs of potential clients. My opinion was further solidified when my terminally-ill sister (who has now passed) had a lot of problems getting her alls returned by the then-agent of record. This in-turn made it very difficult for her to get her hospitalisation claims processed. In addition to fighting cancer, she was very stressed having to deal with the lack of support from the agent so much so that she was afraid of getting admitted to emergency ward for the fear of not being reimbursed by the insurance company. It was because of this, I decided to find another agent who in addition to being able to help my sister, was also empathetic to her needs during these trying times. As a consequence of this, I ended reaching out to Ivonne. To my pleasant surprise, when I asked her for the favour, she agreed to help without hesitation. I am pleased to say that her support and attention that she provided during the last year of my late sister’s life was simply magnificent. In my experience, I have found Ivonne to be a very sincere, genuine, honest person who puts the interests of clients ahead of her financial needs. I have been also very impressed with her ability to listen, do the extra leg work necessary to convince the client why her thinking is sound before the need to close a sale – A VERY RARE QUALITY amongst any agent/financial advisor! Given the above backdrop, I would recommend her without ANY hesitation to anyone who is looking for a hardworking financial advisor who would put the interests of clients above the need to close a deal for financial compensation. Ivonne is all about thinking out-of-the-box and doing the right things when it comes to advising clients on their financial problems. More importantly, I would easily trust her to give her continued client support even after deals are done – something that is not common with many agents!

Dr K Ravindran

Director of Professional Practice in Finance

Ivonne Lim took over my account in 2020. In the one-and-a-half-years that I have worked with her, Ivonne has demonstrated the highest form of professionalism. Her willingness to listen – instead of merely imposing her views and making her recommendations – is striking among many of her qualities. Most of the time, she is responsive, proactive and enthusiastic to help. I value responsiveness. Ivonne’s prompt responses to my requests made her a standout from her peers. Ivonne’s patience and the way she serves her clients with the same level of professionalism regardless of their level of wealth and the size of their portfolio is also exceptional. Such qualities are especially valuable in today’s world where some financial planners have shown preference toward serving only high-net-worth individuals. I would highly recommend Ivonne to anyone looking for a trusted and reliable financial planner.

Patricia Lee

Editor

Ivonne has been my financial advisor for many years. Throughout the years When she took over, she always makes it a point to review my current status. Recently, she helped me secure additional coverage that initially seemed highly unlikely, but she managed to push it through successfully. Her expertise in the products is evident, and I wholeheartedly recommend her professional service to my relatives and friends.

Thong KW

IT Manager

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Ivonne Lim

MAS REP No.: ILY300502720

Financial Advisory Manager

Bespoke Financial Advisory for Every Individual

Ivonne is dedicated to positively impacting her clients, their families, and their businesses. Instilled with strong values of sincerity and integrity, she believes in transparency and unbiased advice, setting high standards in her field.

Following years in the corporate arena, Ivonne pursued a career as a Financial Advisory Manager at Financial Alliance Pte Ltd.

She continually enhances her expertise, striving to be an invaluable resource in financial planning. Ivonne is dedicated about providing peace of mind, ensuring financial security for her clients, their families, their businesses, and their legacies.

She also engages in Corporate Seminars and Lunch Talks, tailored for both corporate and public audiences. making complex topics accessible and relevant to everyday challenges.

  • Comprehensive Financial Advice and Planning
  • Business Succession and Continuity Consultation
  • Retirement Planning
  • Investment Management
  • Children Education Planning
  • Risk Management
  • Mortgage Planning
  • Estate & Legacy Planning (Wills, Trust)

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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
  • 鑫盟理财私人有限公司( “鑫盟理财”)持有由新加坡金融管理局(“MAS”)所颁发的牌照,并许可在新加坡共和国境内依据财务顾问法(第110章)和证券与期货交易法(第289章)进行财务咨询等相关业务
  • 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).
  • 作为提供此类服务的一部分,鑫盟理财会不时向此类咨询者提供有关产品的参考文件和信息(例如,关于海外司法管辖区以外的资金管理或投资咨询服务等信息)。
  • 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。
  • It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
  • 此类文件和信息不会把-个人投资目标,财务状况或其特定需求等考虑在内。
  • 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.
  • 未经鑫盟理财的事先书面同意,不得将这些文件全文或部分发布,传播,复制或分发给其他人。
  • This document is not intended for distribution to, publication or use by any person in any jurisdiction, where such distribution, publication or use would be contrary to applicable law or would subject FAPL and its related corporations, connected persons, associated persons and/or affiliates to any registration, licensing or other requirements within such jurisdiction.
  • 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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