Hello, I'm Tommy Lim

As a Holistic Wealth Planner, I’m passionate about helping working professionals in Singapore achieve their financial goals while managing the everyday juggling act of work, family, and personal commitments. With over 17 years of corporate experience, including working with high-net-worth clients in the banking sector, I truly understand the challenges of balancing career, family life, and personal aspirations.

My approach to wealth planning is built on evidence-based strategies, ensuring that each decision is grounded in the latest financial insights and backed by strong research. I believe in offering my clients competitive options available through trusted partners, so they get the most effective, personalised solutions to match their unique needs.

Whether it’s creating a sustainable investment strategy, optimising protection plans, managing taxes, or planning for the future, I work closely with each client to align their financial goals with their life’s bigger picture. I’m here to provide practical advice, help them make informed decisions, and give them the confidence to move forward.

I understand how overwhelming life can be, especially when you’re balancing multiple roles, and my goal is to take the stress out of financial planning. With a holistic approach and a network of trusted experts by my side, I help my clients build the financial security and peace of mind they deserve—without losing sight of what really matters to them.

If this resonates with you, I would love to have a casual chat to explore how I can support you on your financial journey. Feel free to reach out anytime—I’m here to help.