Hello, I'm Swee Yan

Associate Director

MAS Representative No. LSY300542942

"Don't Overthink. Just Do It."

– Lim Swee Yan

Swee Yan, an Associate Director with six years of experience in the financial industry, is celebrated for his direct and decisive approach to financial planning.

Swee Yan champions a needs-based planning approach, prioritising the specific financial goals and circumstances of each client. His philosophy is simple: tailor strategies that focuses on genuine client benefits, ensuring they achieve their financial aspirations, whether it’s retirement readiness or comprehensive asset
protection.

Known among his clients for his candid feedback, Swee Yan believes in honest communication—sometimes even tough love—to prevent complacency and encourage real progress. His expertise as a product analyzer allows him to quickly assess and explain policies, offering immediate, expert advice that clients won’t find through a simple internet search.

Whether you’re a busy professional seeking straightforward, reliable financial advice or someone looking for a financial consultant who values honesty and thorough planning, Swee Yan is ready to help you “just do it,” turning financial goals into achievements.

Achievements

Court of the Table
2024

Court of the Table
2023

Million Dollar Round Table
2022

Million Dollar Round Table
2021

Million Dollar Round Table
2020

Testimonials

I first got to know Swee Yan a few years ago through a referral from a mutual friend. At that time, I was seeking someone who could provide an objective assessment of my insurance portfolios to ensure I was getting the best value for my money. Swee Yan tailored his presentation to my preferred communication style, making it easy for me to understand the details of the plans. Thanks to his thorough analysis and recommendations, I’ve been able to significantly reduce my premium costs and redirect those savings into investments that will help build my retirement fund. Swee Yan is honest, genuine, and highly knowledgeable. I would recommend him to anyone looking to accumulate wealth but unsure of how to do so sustainably.

I got to know Swee Yan through my university friend’s recommendation. He always go straight to the point, recommending the products that best fits you at the period of your life. He don’t hard sell any products to hit his target. Can see that he really has passion in what he is doing and has the heart for his clients. He recommends and explained to me why certain products benefits me, which increases my awareness of my own finances. Not just recommend, but he ensures that I get the best deal by getting the product within the promotional period (which saves some cost). My consultant is not like other insurance agents out there or other sales related people which only focuses on hitting their target, he ensures that you get what you need, and what will benefit you. If you are lazy to finance your wealth, or clueless to even begin, he is the person you can rely on.

Get to Know Swee Yan

Get in touch with me

Let’s have a conversation about your future, life aspirations, and financial well-being.