C.T. Lim, CFP

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Petaling Jaya, Selangor



License number


Range of fee

from RM500 up to RM4,500

About C.T. Lim, CFP

Country Head of IPP Financial Planning Group, Malaysia, C.T. has over three decades of experiences in financial services industry.

With the mission statement, “Bringing Financial Success to Client”, C.T.’s extensive clientele ranges from professionals, high net worth individuals and prominent local businessmen. Having experienced the recessions of the 80’s, 90’s and 2008, C.T. views investment planning comprehensively. His forte includes insurance, retirement & children’s education planning, estate, trust & investment wealth management, locally or globally.

Besides his hectic schedule, C.T. mentors a group of millennial advisers and managers. He invests his resources heavily into the continuous growth of his team.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals)

Succession Planning (planning for business continuation)

Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family)

Financial Security (ensuring stable stream of income for individual / family)

Retirement Planning (pre and post retirement planning, management of retirement fund)

Estate Planning (timely wealth distribution)

General Accumulation / Emergency Money (management of savings for other use)

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