Samantha Lim 林淑燕
License No.: eCMSRL/B7268/2017
Senior Financial Consultant
With over 20 years of experience in the financial industry, I am dedicated to helping busy individuals and businesses navigate the complexities of wealth management.
My approach is centered around understanding your unique goals and values, ensuring that your financial journey is both fulfilling and aligned with your aspirations.
I believe that your wealth should be:
- SECURELY SAFEGUARDED against all risks, giving you the confidence to pursue your dreams.
- SUSTAINABLY GROWN over the long term, so you can enjoy the benefits of your investments for years to come.
- STRATEGICALLY OPTIMIZED for maximum returns, ensuring that your financial resources are working as hard as you do.
- WISELY DISTRIBUTED with future generations and meaningful causes, allowing you to create a legacy that reflects your principles.
- Designed to create a PASSIVE INCOME STREAM, so you can stop working for your money and enjoy the freedom that comes with financial independence.
- Built to establish a financial SAFETY NET for you and your loved ones, providing peace of mind in uncertain times.
I pride myself on my client-centric approach—there are no pushy tactics here. My goal is to empower you with the knowledge and tools you need to make informed financial decisions.
Together, we can create a comprehensive plan that not only protects your wealth but also paves the way for a brighter financial future. Let’s embark on this journey together!
My Testimonials
Dr Eng
Doctor
Yew Boon & Theng Theng
Business Owner
Cheah Sok Wah
Company Director
Ms Chong
Financial Controller
陈先生
食品批发商
Lim Ewe Tatt
Chief Operating Officer
Eugene Tan
Business Owner
With over 20 years of experience in the financial industry, I am dedicated to helping busy individuals and businesses navigate the complexities of wealth management.
My approach is centered around understanding your unique goals and values, ensuring that your financial journey is both fulfilling and aligned with your aspirations.
I believe that your wealth should be:
- SECURELY SAFEGUARDED against all risks, giving you the confidence to pursue your dreams.
- SUSTAINABLY GROWN over the long term, so you can enjoy the benefits of your investments for years to come.
- STRATEGICALLY OPTIMIZED for maximum returns, ensuring that your financial resources are working as hard as you do.
- WISELY DISTRIBUTED with future generations and meaningful causes, allowing you to create a legacy that reflects your principles.
- Designed to create a PASSIVE INCOME STREAM, so you can stop working for your money and enjoy the freedom that comes with financial independence.
- Built to establish a financial SAFETY NET for you and your loved ones, providing peace of mind in uncertain times.
I pride myself on my client-centric approach—there are no pushy tactics here. My goal is to empower you with the knowledge and tools you need to make informed financial decisions.
Together, we can create a comprehensive plan that not only protects your wealth but also paves the way for a brighter financial future. Let’s embark on this journey together!
Comprehensive Financial Planning for Young Families: Secure Their Future
· Protect What Matters: Create safety nets and estate plans.
· Trust Funds: Set up education and lifestyle maintenance trusts for minor children, ensuring their needs are met if the unexpected happens.
Personalized Plans for Individuals: Prepare for the Unexpected
· Living Trusts: Plan for Peace of Mind - Set up a living trust to dictate how your assets are used to support your future self. Especially during the face of health challenges like stroke, dementia, or disability.
· Tailored Solutions: Address specific concerns with personalized financial planning.
Simplify Financial Management for Busy Families
· Diversified Portfolios: Align with risk profiles and goals.
· Example: A busy doctor benefits from a mix of local and global assets, bonds, real estate, and a "Golden Goose" portfolio for steady income.
Real-Life Impact
· High-Earning Executive: Maintained lifestyle after job loss, thanks to their "Golden Goose" portfolio.
· Sole-Income Earner: Focused on recovery during early retirement due to health issues, supported by consistent income.
Protect Against Scams and Financial Stress
· Secure Solutions: Hassle-free investment options for tech-unsavvy retirees.
· Peace of Mind: Safeguard your hard-earned savings with confidence.
Click HERE to schedule an appointment with me today!
My greatest achievements are TRUST gained over the years from all my clients and business partners.
Professional Qualifications
Certified Financial Planner (CFP®)
Registered Estate Planner (REP)
Bank Negara Approved Financial Adviser Representative (FAR) under the Financial Services Act 2013
Securities Commission Capital Markets Services Representative Licence (CMSRL) holder under Capital Markets and Services Act 2007 for:
– Financial Planning
– Dealing in Securities (Unit Trust Products)
– Dealing in Private Retirement Schemes
Active member of Financial Planning Association Malaysia (FPAM)
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My Content
Testimonials
Dr Eng
Doctor
