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Lim Chia Yee

Professional Title: Financial Consultant

Million Dollar Round Table (MDRT) - 2025
AIA Awards

AIA FA Prestige Club (Titanium) – 2025
AIA High Net Worth Prestige Club
– Prestige Wealth Manager – 2025

Other Certificates

Institute of Banking and Finance Qualified (IBFQ)

Kera is a dedicated financial advisor with over 3 years of experience in the financial industry. Recognised for her exceptional achievements, Kera attained the prestigious Million Dollar Round Table (MDRT) status in less than 5 months and was honoured as a Prestige Club Personal Wealth Manager.

Specialising in helping young professionals and families, Kera focuses on optimising resources to free up time and money, allowing clients to focus on what truly matters in their lives.
Kera also works closely with pre-retirees, understanding the challenges of balancing retirement goals with rising healthcare and living costs in Singapore.

By identifying inefficiencies in financial planning, Kera has helped clients save five figures on insurance while maintaining or improving coverage, without compromising outcomes, enabling clients to allocate more funds toward their priorities.

With a clear and personalised approach, Kera empowers clients to alleviate financial concerns, achieve their goals, and spend more time building meaningful relationships with their loved ones.