Joel Lim

Financial Services Associate Director

Estate & Succession Practitioner

CFP®

IBF

MDRT

My Story

Joel, a financial services associate director has been with the team since 2009.

He started as a student advisor during his days in Nanyang Business School. Having processed various claims for clients regardless of age, he strongly believes in the importance of his role in clients’ lives.

Being a member of the Million Dollar Round Table (MDRT), Joel strives to live out the ‘Whole Person Concept’. Being a leader, a full time father and a consultant.

Traveling recharges him, making it a point to spend quality time with various relatives or friends overseas once a quarter - enjoying nature, food, coffee and lots of wine.