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Lucas Lim Zhe Hao

Professional Title: Senior Director

RNF No: LLZ300034264

Million Dollar Round Table (MDRT) - 2020, 2021, 2024
International Dragon Award (IDA) - 2020, 2021
AIA Awards

2nd Runner-up, Top Director 2022
Top Recruiter Associate Director 2021
Top Associate Director 2021
AIA FA Pinnacle Club (Unit) 2023
AIA FA Pinnacle Club (Gold Unit) 2022
AIA FA Prestige Club (Gold) 2022
AIA High Net Worth Prestige Elite 2022
AIA FA Prestige Club (Titanium) 2021
AIA FA Prestige Club (Platinum) 2020
AIA High Net Worth Prestige Club
– Prestige Wealth Manager – 2020, 2021

Other Certificates

Chartered Financial Consultant (ChFC)
Associate Specialist in Estate Planning (ASEP)
Certificate in Financial Needs Analysis and Plan Construction (Cert FPC)
Institute of Banking and Finance Qualified (IBFQ)
Institute of Banking and Finance Advanced (IBFA) Level 2
Institute of Banking and Finance Advanced (IBFA) Level 3

Lucas began his financial consulting journey in March 2019 while pursuing a degree in Computer Science at the National University of Singapore (NUS). His passion for financial advisory stems from his ability to bring people together—helping individuals from different walks of life find success and security in their financial journeys. Now, as a leader, his greatest fulfillment comes from seeing his associates thrive, knowing that their success is a testament to the strong foundation of mentorship and teamwork he has built.

Throughout his career, Lucas has been recognized for his dedication, leadership, and outstanding performance.

Lucas primarily serves professionals, business owners, and high-net-worth individuals, offering comprehensive financial solutions tailored to their evolving needs. His expertise spans across wealth management, retirement planning, legacy planning, and corporate solutions, ensuring his clients receive well-rounded, strategic financial guidance.

One of the most defining moments in Lucas’ career was when an upcoming associate director expressed deep gratitude for the work they had accomplished together, vowing to follow Lucas wherever he went. That moment reinforced his belief that, beyond numbers and strategies, financial advisory is ultimately about people. He strongly believes that when empathy and genuine care come first, success naturally follows.

With his unwavering commitment to his clients and team, Lucas continues to build a thriving practice rooted in trust, leadership, and financial empowerment.