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Lim Han Wei Xavier

Professional Title: Director

RNF No: LWH300570350

Million Dollar Round Table (MDRT) – 2022, 2023, 2024
International Dragon Award (IDA) – 2022, 2023, 2024
AIA FA Centurion Club – 2022, 2023
1st Runner Up, Top Financial Consultant - 2021
AIA High Net Worth Prestige Club
- Executive Personal Wealth Manager – 2022
Associate Estate Planning Practitioner (AEPP®)
Institute of Banking and Finance Qualified (IBFQ)

An advocate for life.
Having witnessed the miracles of life insurance first-hand through a relative’s experience, I decided to advocate for it since. I feel that financial planning is not about buying the best products, but also about making good 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.
Respect and empathy are the most important qualities that make financial consultants stand out from the rest. Being in a multiracial country, I made an effort to respect and understand the culture and customs of every ethnicity, and this empowers me to connect on a personal level with my clients from diverse backgrounds.

A career with real impact.
I am driven by strong values and principles around advocating for proper financial planning, and I will never compromise on those in my career. My consultancy process focuses on simplifying complex financial concepts and ensuring every household has adequate financial planning in place for a more comfortable future. One of my most memorable experiences as a financial consultant was when a client’s family invited me over to their house for Christmas dinner and prepared a thoughtful gift to express their gratitude for my services. It is through small gestures like this that made me convinced that this is a lifelong career that truly impacts the people around us.