LIM HAN WEI XAVIER
Do not judge me by my success. Judge me by how many times I fell, and got back up again

LIM HAN WEI XAVIER

1ST RUNNER-UP, TOP FINANCIAL CONSULTANT 2021
XAVIER LIM-KHOO YONG GUAN ORGANISATION
ASCENDANCE WEALTH MANAGEMENT GROUP

Over the years, I have advised more than 300 individuals and families on their portfolio, empowering them to achieve their financial goals and spend more quality time with their love ones.I specialise in multiplying wealth for executives and HNW business owners. With a strong focus on dedication to my clients, strong work ethic and in-depth knowledge of financial planning, it enabled me to achieve exceptional results in the business.

An advocate for life.
I witnessed the miracles of life insurance first-hand through a relative’s experience and decided to advocate for it since. I firmly believe that financial planning is not about buying the best products, but also about making wise and informed financial decisions. “We make a living by what we get but we make a life by what we give.” I intend to make it my lifelong mission to help my clients achieve their goals for many decades to come.

Always have respect and empathy.
I believe that respect and empathy are the most important qualities that make financial consultants stand out from the rest. Being in a multiracial country, I always make an effort to respect and understand the culture and customs of every ethnicity, and this empowers me to connect on a personal level with all clients from diverse backgrounds. With a key focus on values and character, this enabled me to run my business solely through referrals and word of mouth.

A leader with real impact.
Determined to create lasting impact and enrich communities, I am building a team of compassionate and competent advisors to help more families achieve their financial goals and spend more quality time with their loved ones.

Clubs & Awards

top awards
1ST RUNNER-UP
TOP FINANCIAL CONSULTANT

2021

Awarded to

LIM HAN WEI XAVIER

MEMBER OF THE
AIA PRESTIGE DIAMOND CLUB
2024

Awarded to

LIM HAN WEI XAVIER

Qualifying Member Of The
Court of The Table
2024

Accolades

1st Runner-up, Top Financial Consultant 2021

AIA FA Prestige Club (Diamond) 2024

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2024

AIA Centurion Club 2023 and 2022

AIA High Net Worth Prestige Club (Executive Personal Wealth Manager) 2022

Million Dollar Round Table 2024 and 2023

International Dragon Award – Bronze Dragon Award (Agent Category) 2024

Court of the Table 2022

International Dragon Award – Silver Dragon Award (Agent Category) 2022

100 IDA Team 2022

Bachelor of Engineering (Hons), National University of Singapore

Certified Private Banker Level 1 (CPBL 1)

Certified Affluent Wealth Advisor (CAWA)

Institute of Banking & Finance Qualified (IBFQ)

Certificate in Financial Needs Analysis & Plan Construction (Cert FPC)

Associate Estate Planning Practitioner (AEPP®)

Estate & Succession Practitioner, Precepts Legacy

TESTIMONIALS

DR MAO – PROFESSOR, NATIONAL UNIVERSITY OF SINGAPORE

Xavier is a trusted wealth manager who has consistently delivered tailored solutions that align perfectly with my family’s financial goals. His unwavering trustworthiness and commitment to ethical practices have earned my utmost confidence. His willingness to go the extra mile for us makes him an invaluable asset to our financial well-being. With his extensive expertise in planning for doctorates like myself, he has proven to be a highly capable and reliable partner in managing our wealth.

MR EER – MANAGING DIRECTOR DOVER SUPPLY PTE LTD

Met Xavier through a referral and he is now my trusted advisor that handles all my family & business insurance. Xavier helped me maximise my inefficient funds and curated wealth solutions for me to get more passive income. He is very knowledgeable and I respect work his ethics in always having my best interests. Strongly recommend him to anyone that wants a credible family advisor.

Mr Wong Chong Shong, Chairman and Managing Director, Shanghoe Engineering Pte Ltd

Xavier is a professional financial planner who is guided by the right values. He demonstrated strong technical capabilities and always goes out of his way to cater to my needs. He has helped my family greatly in areas of Business financial, Legacy and Estate planning. Very happy he did an amazing job serving my friends as well.

Mr Santosh Kumar, Medical Director, Head Medical Affairs , Takeda Pharmaceuticals International AG

Xavier is a retirement planner who always puts the interest of his clients before himself. He makes it a point to simplify complex financial concepts & ensures that I am always making the right financial decisions. I am glad that I have proper retirement and risk planning in place for my future goals. I will strongly recommend Xavier to anyone who is looking for professional financial advice.

Ms Jong SC, Regional Head of Human Resource, ONE Pte Ltd

I reached out to Xavier as my friend referred him to me as an investment expert with in-depth financial knowledge on the capital markets & global economy. He is constantly ahead of his game in optimising my investment portfolio allocation & provides me with periodic updates on the global markets. I feel assured that Xavier is overseeing all my investments.

Mr Muhammad Ashik, Senior Education Consultant, Kingdom of Saudi Arabia

To understand my family’s needs, Xavier took time to consolidate all our coverage from different insurers and provided a holistic evaluation on its suitability. He seems to always have solutions to my problems. Above all, I truly admire his spirit of always doing good for the less privileged in the community. I am truly grateful to find a friend and a family advisor that I trust.

Mr Chris Teoh, Assistant Vice President, Citi Private Bank

Embarked on my AIA relationship with Xavier as I have sought him out for help in Estate planning. He was very responsive and succinct in providing guidance on what I was looking for – which is perfect. What I was more impressed with is his sense of responsibility in providing a comprehensive review on my personal insurance coverage and immediately identified a gap for which I wasn’t fully aware of. He provided an objective assessment of my current coverage which led me to get adequate coverage that makes more sense for me personally. Appreciate the time he dedicated to me.

Get in Touch

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