Lim Boon Tong
Wealth Management Consultant
B.Eng (Hons), Certified Financial Planner (CFP®), Cert(SCI) GI CERTIFIED
MAS Reg Number: LBT300026263
ANOINTED | CHARITABLE | TRANSFORM-LIVES | SERVING
- Trusted
- Experienced
- Professional
Services
What I do
I help to plan financial goal
No matter where you are in life, or what needs you may have, I am committed to helping you craft a personalised and effective financial journey that is best suited for you.
With collaboration with many insurers, it is my promise that my advice will always remain professional and in your best interest.
01.
Retirement Planning
Helping you to achieve adequate retirement planning so that you can maintain the lifestyle that you desire in your golden years, with the following steps:
⁍ Assessing your current financial status
⁍ Taking into account the passive income generated
⁍ Understanding the things that are important to you
⁍ Understanding the kind of lifestyle that you would like to have
⁍ Recommending a comprehensive plan to fulfil those goals
02.
Investment Planning
Designing a personalised and professional plan that is meant to fit your risk appetites and meet your financial goals:
⁍ Regular savings plan
⁍ Portfolio monitoring, rebalancing, and optimisation
⁍ Investment selection
⁍ Risk exposure and mitigation techniques
⁍ Strategic and tactical asset allocation
03.
Estate Planning
Comprehensive advice regarding your legacy, including the following aspects:
⁍ Wills *
⁍ Trusts
⁍ Assets
* IPP Financial Advisers Pte Ltd is not affiliated, associated, authorised, endorsed by, or in any way officially connected with SimplyWills Pte Ltd, or any of its subsidiaries or its affiliates. Will planning advice & services are not provided by IPP Financial Advisers Pte Ltd and is not part of the Financial Advisory Services provided by IPP Financial Advisers Pte Ltd. The official SimplyWills Pte Ltd website can be found at simplywills.com.sg.
04.
Protection Planning
Helping you ensure your financial security and standard of living in the event of accidents or illnesses, by making the following recommendations in relation to your financial plans:
⁍ Life insurance
⁍ Health insurance
⁍ Car insurance
⁍ Home insurance
⁍ Investments
⁍ Long-term savings
Testimonials
What My Clients Say?
Articles
What is LPA? Why is LPA so important? The Lasting Power Attorney (LPA) is a legal document that allows a person who is …
What is the interest rate that SRS earns? I have many clients who thought that Supplementary Retirement Scheme (SRS) is currently earning the …
About Me
With my determination and perseverance, I graduated in a Degree Programme with a Second Class Upper Honours by doing part time in a local university. Having been a direct beneficiary of insurance in a life-threatening incident, I decided to embark the route of a Financial Consultant due to my fervent desire to help family, friends and associates. The incident cemented my conviction to align my work and need to take care of my loved ones and those around me. As a father of four, I reckon that to be responsible to the family, proper and comprehensive financial planning in good and bad times is utmost priority in life.
Prior to my entry into the Financial Services Industry, I spent 21 years in the civil service. Upholding a high standard of ethical conduct has become a second nature in me.
My philosophy is this: In life, it’s all about relationships. And I certainly embodies this philosophy in the relationships I have cultivated within the people and also with all their lovely coffee lovers.
In line with the spirit of Financial Planning and Generation Coffee, I firmly believe that what matters most in life is how we impact others in a positive way.
What could be the reason why I joined the Financial Advisory Industry?
Before I joined the Financial Advisory Industry, I upgraded myself with a Degree Programme and graduated with a Second Class Upper Honours. Subsequently, I am blessed to embark my journey with ACTS Advisory Group under the mentorship of Ms. Joanne Lai.
During my younger days, I suffered loss in many investments such as Land Banking, Crowd Funding and Stock Speculation. However, with the right knowledge from Joanne, my Children Education and Retirement Funds are subsequently secured. This realization of my financial dreams motivated me to share with families and friends about proper money management, aspired to help more people achieve their financial dreams. I served my clients with full conviction that proper financial planning can transform lives as I was a direct beneficiary.
Contact me now to understand more about comprehensive financial planning for your family. Leaving a burden or legacy, the choice is yours.
