Lim May Yen — Bio Site

I believe in the power of financial planning and how it can transform lives for the better. If you're eager to learn more about the exciting possibilities, let's have a chat and explore more together.

👉🏽Evaluating Wealth Protection: Assessing current protection levels, identifying gaps, and optimizing coverage to avoid potential overpayments. 👉🏽Wealth Accumulation Strategies: Implementing plans for wealth growth through endowments, investments (Cash or CPF), focusing on retirement and children's education. 👉🏽Legacy Planning: Helping clients plan for the next generation by identifying areas to preserve and transfer wealth seamlessly. 👉🏽Estate Planning: Preparing clients for unforeseen circumstances by ensuring proper distribution of their estate in alignment with their wishes. 👉🏽Business Buy-Sell Agreements: Establishing agreements among business partners to secure equitable payouts for the family, ensuring business continuity. 👉🏽Company Employee Benefits: Structuring comprehensive employee benefits and managing general insurance related to business operations. 👉🏽Personal General Insurance: Providing coverage for personal assets such as cars, personal accidents, travel