LIM HAN WEI XAVIER
1ST RUNNER-UP, TOP FINANCIAL CONSULTANT 2021
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
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
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
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
Get in Touch
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Phone
1800 248 8000
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