LIM SIOW WEI

LIM SIOW WEI

HUI KAH LEONG-SUNNY YAP ORGANISATION
ADVISORS ALLIANCE GROUP

I graduated with a Bachelor’s degree in Chemical and Biomolecular Engineering from Nanyang Technological University. I believe a sound financial plan must reflect my clients’ personal and business goals and I am dedicated to providing the products and plans that best fit my clients’ individual needs. An experienced financial consultant for the past nine years, I am a four-time International Dragon Award (IDA) awardee, and a two-time Million Dollar Round Table (MDRT) awardee.

Striving to improve the lives of my fellowmen.
Positively impacting my clients’ lives remains the key driver that keeps me motivated as a financial consultant.

Playing varied roles to my clients.
I am my clients’ friend, listening ear and mentor, aside from providing them with financial advice. I believe a financial consultant plays many varied roles in order to best serve our clients, we must go above and beyond merely being a financial consultant to them.

Compassion and empathy are key.
I’d say my compassion and empathy are my biggest strengths as a financial consultant and is something my clients appreciate in my service to them.

Watching my perseverance and determination pay off.
Being part of the 1st 100 International Dragon Award Team in Singapore is one of my proudest achievements. My perseverance and determination have really paid off and I am very proud to have been able to achieve the goal along with the team.

Accolades

AIA FA Prestige Club (Titanium) 2024, 2022, 2021 and 2020

AIA FA Prestige Club (Gold) 2023

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2021, 2020 and 2019

Million Dollar Round Table 2024, 2023, 2022 and 2021

International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2022, 2021, 2020 and 2019

100 IDA Team Award 2024, 2022, 2021, 2020 and 2019

Chartered Financial Consultant (ChFC®/S)

Bachelor of Chemical & Biomolecular Engineering

TESTIMONIALS

LR

Siow Wei has been my financial planner for over 7 years. She has always been attentive and patient towards my enquiries. Most importantly, she changed my perspective that insurance agents are generally pushy as she proves to be genuinely concerned about the circumstances of each client before providing her financial planning advice.

BM

Siow Wei has been a trusted planner and friend. I have known her for more than 10 years and she has always been able to provide useful advice, and demonstrated her expertise in insurance policies & financial planning and getting the right plans for me. She always goes beyond the service and keeps me updated with any updates, as well as closely following up to ensure everything is well covered!

TS

She is someone who understands your needs and goals in life. She gives her most professional advice that achieves your goals for yourself and your love ones.

Get in Touch

I look forward to your enquiries and appointment.
Please leave your contact details and message for me below.

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