ALAN LIM

LIM JUAY HWI-VINCENT KOH ORGANISATION
ADVISORS ALLIANCE GROUP

Before joining this industry 15 years ago, I was working two jobs – a fishmonger in the mornings and a salesman-cum-driver in the afternoons. In 2005, after seeing how my mum was ageing, I decided to seek a career that could provide me financial freedom and the flexibility of time to take care of her. That was when I approached my own financial consultant and told him that I wanted to join the industry.

A career with lifelong lessons.
Over the last 15 years, this career has proven to be a valuable one that’s taught me the meaning and importance of love, abundance, responsibility and leadership. This career is a deeply personal and intimate one, and one should come in with the mindset of professional and personal growth.

Inculcate the right values and culture.
Besides helping younger financial consultants fulfil their dreams in the same way I fulfilled mine, I also believe that we have the responsibility of grooming them and inculcating the right values and culture into them, to better set them up for success.

Act as a father figure to your clients.
Throughout my career, I’ve seen myself play as a father figure, a confidant, a close friend and a mentor. Compassion is the key to this career, and you need to constantly find ways to add value to your clients’ lives based on what they’re going through in life.

Accolades

Million Dollar Round Table Unit (Ruby) 2021

AIA FA Pinnacle Club – Unit 2023

AIA FA Prestige Titanium Club 2021

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2021

International Dragon Award – Bronze Dragon Award (Manager Category) 2023 and 2022

International Dragon Award – Bronze Dragon Award (Agent Category) 2021

100 IDA Team Award 2023, 2022 and 2021

Associate Wealth Planner (AWP^CM)

TESTIMONIALS

Gennifer Lee

Alan is a person with great character. He is trustworthy and provides excellent service. He has made the process of dealing with insurance easy and explains with extreme patience over the type of plans I am considering. This is a process I normally dread but he made it easy. He made recommendations based on my needs and without hesistation, I would definately recommend Alan to any of my friends.

Janelle Lai, Business Development Manager, APAC

Alan is well-versed in almost any wealth management and life insurance product. He would always go the extra mile to explain patiently and ensure I understand the different options available, benefits and product specs. Over the years he had helped me to achieve higher returns using my CPF funds. I will definitely recommend Alan to anyone who needs financial advisory.

Sylvia Tham

Alan has got very good knowledge of his products. He always gives very sound, suitable and customized advice to me. He is also very efficient and he follow up conscientiously. Well done Alan!

Get in Touch

I look forward to your enquiries and appointment.
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Email

connect@aiafa.com

Phone

1800 248 8000

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