PLAN WELL WITH VICTOR
FINANCIAL CONSULTANT
MDRT 2022 | IDA 2022
PLAN WELL
WITH VICTOR
FINANCIAL CONSULTANT
MDRT 2022 | IDA 2022
FINANCIAL PLANNING
An in-depth review of your current money situation and develop a strategy to reach your financial goals
RISK PLANNING
Identify potential problems and threats that could hinder the growth of your portfolio
PORTFOLIO ANALYSIS & MANAGEMENT
Optimize your returns on investments and ensure consistent gains from the market
WEALTH ACCUMULATION
Guarantee yourself a wealth protection solution to make your wealth building journey seamless and secure
Why work with me?
My name is Victor, and as a life insurance agent, I can help you customize a plan that covers each of life’s major milestones. Whether it is saving for college, paying for a wedding, protecting your family against unexpected events, or preparing for retirement by supplementing your existing savings and investments, my goal is to help you protect against the unknown, today and in the future.
At the age of 24, I started this career with the vision to value-add to the people around me by impacting their financial knowledge and shaping well-mannered investments. My passion and experience in the industry has spurred me to connect with and help every individual from different industries - fulfilling their needs and preparing them for whatever journey life takes them on.
Being a Financial Advisor is an exciting and challenging journey. It’s challenging because you have to constantly pick up new skills to keep yourself relevant and be an expert in the field. You have to be confident enough to advise your clients on important decisions. It is also fulfilling as I get to see my clients grow their wealth, achieve their financial goals and live the life they have always wanted to.
Our portfolio management service is a comprehensive approach to prudent wealth management. The aim is to provide personalized long-term investment planning with meticulous execution of strategies designed to achieve defined objectives such as reducing income taxes, preserving and transferring wealth, establishing foundations for the benefit of future generations, etc.
PRESERVE your wealth for the future
GROW your assets
LIVE the life you desire
What to expect at the end of our session:
Customized financial plans to grow your financial portfolio
A summary of calculated risk tolerance and monitored performance
Your own tailored strategy that is easy to track, execute and risk-free.
Helping you to make the right decisions at the right time and the right place. My mission is to be your best partner and guide you through a successful journey.
Victor Lim
Client Appreciation
Testimonials
Here are comments from our beloved clients
Victor is a trustworthy, responsible and caring person. As a team member, he listens to the problems we face and provides us with guidance to resolve the issues. He is also very supportive and actively involved in discussions to overcome any obstacles faced. He is always fun to chat with and also gives great advice. He is very passionate about helping people achieve their financial goals.
Malcom
Colleague
I met Victor 3 years ago when I was looking for someone to manage my finance. Victor is a very responsible and professional financial planner who is thorough with his work. He is knowledgeable in his field and provides very helpful advice given his extensive experience in this industry. I trust that he can manage my portfolio well. Keep up the great work, Victor!
Merlinda
Client
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