Phone: 9746 4957
Email: tonylim@ippfa.com
WhatsApp: 6597464957
Website:
Specialties: Financial Education (Faith-based), Money Management (Budgeting), Insurance Planning, Investment Planning, Retirement Planning, Estate Planning
Faith: Guided by personal experience, I help clients navigate financial planning, protection, and wealth creation with clarity and confidence. I am committed to putting your interests first and see this profession as a God-given calling to serve others with integrity, compassion, and Christ-like love.
Bible School: Faith Driven Entrepreneur Organization
Memberships: BBus (Financial Planning, Distinction), CWMA (Certified Wealth Management Advisor, ISOFP), Certified Wills Planner
Bio: My personal life experiences led me into the financial services industry and gave me a strong appreciation for the importance of financial planning, protection, wealth creation, and legacy distribution. Further credentials: Practical Estate Planning Concepts I & II; ICA Advanced Certificate in Governance, Risk & Compliance; Financial Coaching For Success I, II & III.
