HSBC Life
Partnering with you to optimize resources, so that more time and money can be used to focus on important things in life.
Name | CG | Service | Experience |
|---|---|---|---|
Timothy Lim | LBC1 | Financial/Insurance | 1.5 years |
- āŖļø Holistic Financial Planning
āŖ Insurance
āŖļø Investments
One of the things that my clients are very appreciative of is stress-testing their existing portfolio through a comprehensive financial health report.
It is more than just insurance and investments. It is also about gaining clarity on the roadmap to reach our goals and dreams.
The ball is in your court now, what are you doing today to discover that clarity you never knew you needed?
Feel free to leave your wallets at home and reach out to me for a non obligatory session š
SERVICE DETAILS
ABOUT
Timothy Lim
Q: Introduce yourself!
Hi! I am Timothy! I have been in church for 12 years and came during Building Fund 2012! I am currently serving in Hospitality Ministry!
Q: What is the story behind your business?
During 2022, as I was looking for a direction in my career, I felt God telling me to attain wealth for others.
I was initially confused as how I could relate it to my career. But it was only until when a friend reached out to me and asked if I would like to explore a career in the financial advisory space.
Through the meeting, I discovered that with the right values, principles and strategies in place, there are so much possibilities to help others attain wealth beyond their own means!
I hope that through the work that I do, more individuals, couples and families can be released to focus in the more important things in life to them!
Q: Tell us something interesting about your business!
Since young, I was told that insurance has no meaning to it.
Until I had to get my own personal insurance when I started working. While most business owners would get group insurance for their staffs due to economies of scale and cost savings.
The company that I was working at back then blessed the staffs with the personal insurance because the coverage sticks to their name even if they had left the company! š It really shows the heart of the owners to take care of their staff well being and I am beyond thankful! š
P.s. If you want to know which company that is, you can reach out to me to find out š
Credentials & Testimonials
"Timothy is a mutual friend I got to know through church. He is a nice friend and a good friend of my boyfriend so it gave me the assurance and belief when approaching him for advices on insurance and wealth planning and eventually to engage him as our FA. From how he starts the session, it shows how much he values the individual and wants us to leave feeling relieved that our planning is on the right track and we don't have to worry too much for our future. Really appreciate this!
Throughout the 2 sessions with him, it helps me to have a better overview of how I am doing in planning for my future and he helps me to explore opportunities that can grow my coverage in the important areas and grow my wealth so I have sufficient in the future. At the same time, he considers the situation I am in such that I will not have to adjust too much in my spending to get the necessary coverage and wealth accumulation.
Another thing to mention is also that he is patient in his sharing and try his best not to bombard me who has no prior background with too much information and details. There's that personal touch and thinking for client which makes him stand out. :)"
- SY, Human Resource -
"Timothy was very detailed and clear in all his explanations. He was patient in addressing my questions. He was very well versed in his expertise and knowledge. Through the meeting, I gained a greater insight on the need of investment and insurance in the long run. It also helped me see how I am financially in the long run."
- Kelvin, Analyst -