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Xandra Lim 林元馨

License No.: eCMSRL/C0628/2021

Financial Advisory Manager

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Your Path To Financial Independence

Safe and Personalized financial guidance to help you build STEADY PASSIVE INCOME.

People remember me as a Passive Income Queen as I am obsessed with building passive income portfolios using a combination of different asset types.

Over the years, I have developed a “Golden Goose Retirement Fund” that enabled my own family to be on track toward early retirement at age of 40. 

I hope to do the same for you!

I strongly believe that everyone deserves to live the life they truly desire if they plan and take action ahead.

My mission: To create a smarter, richer, and happier world.

Start by educating yourself daily to be smarter with money. This will enable you to live a richer life which in turn leads to a happier mindset and environment for you and your family.

Let me guide you along the journey: 

  1. Understand where you are & where you want to go

  2.  Conduct a full asset portfolio analysis

  3. Recommendation with peace of mind

My Services

Personal Financial Discovery
Learn More

My Content

The Emotional Journey of Turning Inheritance into a Sustainable Passive Income: A Financial Planner's Perspective
Read More
Traveling the World Without Sacrificing Your Finances: How a Lifestyle Portfolio Can Make Your Dreams a Reality
Read More

My Testimonials

Get to know Xandra from a financial webinar. Xandra is a very friendly and at the same time a very professional financial advisor. She has a great passion for financial planning and is a very reliable FA. She is always very helpful and answers all my questions without any hesitation. I always get inspired by her and feel so hopeful after every discussion with her. Feel very grateful to know her not only as a financial advisor for me but also as a great friend now!

Shun Luan

Accounting Manager

Hardworking, Professional, Trusted, and Truthful, is what I think of Xandra. She helped me review and re-structure my wife’s & my personal insurance plan with Gap Analysis to ensure that we are well covered. Xandra demonstrated competence in investment portfolio management too. She is very knowledgeable and I love her truthfulness in sharing with me the appropriate investment and never over promise that something she cannot deliver.

Johari

Business Owner in IT

I was struggling on a better way to manage my financial and so happened I got chance speak with Xandra. Rather than just selling a product or service, she actually took the effort to understand my portfolio and financial goal. I appreciate the part where she could patiently addressed all my queries and assured that I could achieve my goal.

Chon Xin

Accountant

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About Me
My Services
My Contents
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Contact Me

Xandra Lim 林元馨

License No.: eCMSRL/C0628/2021

Financial Advisory Manager

Your Path To Financial Independence

Safe and Personalized financial guidance to help you build STEADY PASSIVE INCOME.

People remember me as a Passive Income Queen as I am obsessed with building passive income portfolios using a combination of different asset types.

Over the years, I have developed a “Golden Goose Retirement Fund” that enabled my own family to be on track toward early retirement at age of 40. 

I hope to do the same for you!

I strongly believe that everyone deserves to live the life they truly desire if they plan and take action ahead.

My mission: To create a smarter, richer, and happier world.

Start by educating yourself daily to be smarter with money. This will enable you to live a richer life which in turn leads to a happier mindset and environment for you and your family.

Let me guide you along the journey: 

  1. Understand where you are & where you want to go

  2.  Conduct a full asset portfolio analysis

  3. Recommendation with peace of mind

  • Golden Goose Retirement Fund 2-in-1 (Capital Growth & Passive Income) 
  • Tailored Made Private Mandate Investment Portfolio (min RM 3 million investment assets) 
  • Couple Financial Planning
  • Financial Advisor’s Representative License (FAR) from Bank Negara Malaysia.
  • Capital Market Service Representative License (CMSRL) from the Securities Commissions of Malaysia.
  • Managing more than RM 15 million assets under management as of 2022.
  • Million Ringgit Producer (2017-2022)
  • HRDC Certified Trainer

My Services

Personal Financial Discovery
Learn More
Load More

My Content

The Emotional Journey of Turning Inheritance into a Sustainable Passive Income: A Financial Planner's Perspective
  This is a story of me with one of my clients – Albert (pseudonym)   Albert did not know h...
Read More
Traveling the World Without Sacrificing Your Finances: How a Lifestyle Portfolio Can Make Your Dreams a Reality
Read More
Load More

Testimonials

Get to know Xandra from a financial webinar. Xandra is a very friendly and at the same time a very professional financial advisor. She has a great passion for financial planning and is a very reliable FA. She is always very helpful and answers all my questions without any hesitation. I always get inspired by her and feel so hopeful after every discussion with her. Feel very grateful to know her not only as a financial advisor for me but also as a great friend now!

Shun Luan

Accounting Manager

Hardworking, Professional, Trusted, and Truthful, is what I think of Xandra. She helped me review and re-structure my wife’s & my personal insurance plan with Gap Analysis to ensure that we are well covered. Xandra demonstrated competence in investment portfolio management too. She is very knowledgeable and I love her truthfulness in sharing with me the appropriate investment and never over promise that something she cannot deliver.

Johari

Business Owner in IT

I was struggling on a better way to manage my financial and so happened I got chance speak with Xandra. Rather than just selling a product or service, she actually took the effort to understand my portfolio and financial goal. I appreciate the part where she could patiently addressed all my queries and assured that I could achieve my goal.

Chon Xin

Accountant

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