Cherrie Lim Shoor Bing, CFP

About Cherrie Lim Shoor Bing, CFP

Previously, I was in the insurance industry for 7 years. I realised that a holistic financial plan is not only about insurance, there are still many areas that clients might need guidance from us e.g. retirement planning, education planning, estate planning etc.

Nowadays, a yearly routine health check has become essential for everyone, likewise a financial health check is equally important to avoid complications in someone’s finances. I strongly believe that I can provide professional advice and effective solution to help my clients to achieve their financial goals and make sure they have enough money for their desired retirement, for their child education, and not have to worry about their estate distribution.