Sharon Lim

Profile image

Location

Melaka - Melaka Tengah

Firm

UOB KAYHIAN WEALTH ADVISORS SDN BHD

License number

eCMSRL/B8537/2018

Range of fee

from RM4,501 up to RM6,000

About Sharon Lim

I have 20 years experience in life insurance industry with AIA and Allianz since year 2000. I also provide value added to my client for unit trust investment with Public Mutual formerly.

I join UOB KAYHIAN WEALTH ADVISORS (formerly known as Standard Financial Advisor) in year 2017. I obtained my FAR and CMSRL license in year October 2018 and become Licensed Financial Planner recognized by Securities Commission of Malaysia and Financial Adviser Representative approved by Bank Negara Malaysia.

Many people has aware the important of financial planning due to the Covid-19 pendamic.
My goal is to educate and assist my client to achieve their Financial Goal from maintaining their financial health, family Income protection, child education and liability cancellation. Save, invest, creating wealth and grow asset size. At the same time provide asset preservation and increase Net Worth as well as retirement income and estate distribution.

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),
Credit Protection (debt and contingency planning), Child Tertiary Education Planning (securing your children's education),
Retirement Planning (pre and post retirement planning, management of retirement fund),
Estate Planning (timely wealth distribution)

Languages

English Mandarin

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