TM Protect MosBite

Stay protected against mosquito-borne diseases with a plan designed for your peace of mind.


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Key Features & Benefits

 
 

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Meet Your #ChooseQuality
Financial Adviser Representative


Leon Lim (Indra Julie)

Senior Consultant

About Leon Lim (Indra Julie)

Leon is a Certified Financial Planner with over 15 years of experience in the finance industry. Leon is passionate about helping PMEBs (Professionals, Managers, Executives, and Business Owners) achieve their retirement goals and attain financial freedom.

Leon has obtained several financial planning certifications throughout his career, including the Certified Financial Planner (CFP) designation. He is committed to continuing education and staying up-to-date on the latest financial strategies, products, and regulations.

As a financial planner, Leon works closely with his clients to understand their unique financial goals and challenges. He creates customized retirement plans that help his clients maximize their savings, minimize taxes, and mitigate risks. Leon also helps his clients develop investment strategies that align with their risk tolerance, time horizon, and financial goals.

Throughout his career, Leon has helped numerous PMEBs to be on track to achieve financial freedom. His clients appreciate his personalized approach, attention to detail, and his ability to simplify complex financial concepts. Leon's ultimate goal is to empower his clients to take control of their finances and achieve their financial goals.

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Frequently Asked Questions

By definition, a FA firm is one that sells the products from more than one insurer or business partner.

However, you should consider whether the FA firm can ensure that financial advice given is free from the undue financial influence.

Ever since our founding more than two decades ago, Financial Alliance is committed  to offer impartial and client-centric financial advice.

We have your best interest at heart and will leave you to make your decision.

If suitable and impartial financial advice is what you seek, then you should only engage a trusted FA firm.

At Financial Alliance, we are dedicated to offering our clients the best financial advice.