AIA Solitaire PA (II)

Meet Your #ChooseIndependent
Financial Adviser Representative

Chenise Lim is committed to provide quality advice to her clients. She believes very strongly that a financial plan goes a long way to helping clients achieve their lifestyle dreams, “I know that financial planning done right will make a positive difference in people’s lives”. More importantly, she builds relationships through understanding and overseeing clients’ concerns.

Chenise’s passion for financial planning for clients was the impetus that made her move out of corporate insurance to financial advisory in 1998. Since then, she has worked with various advisory firms in which she applied her financial planning skills in cash flow management, risk management, Investment planning, tax planning and estate planning with great success. Along the way, and with different firms, she picked up key performance awards such as the “Top Revenue” recipient, the “Top Consultant” award and “Top in acquiring client transfer” in her first 3 months with IPAC. Moreover, she constantly achieves being in the top 5% in overall performance. She also has prior experience in setting up her own practice that had a full Financial Advisory licence from MAS. Currently, she is working with Financial Alliance as an Wealth Advisory Director, managing clients’ comprehensive needs analysis; corporate schemes such as investment planning, employee benefits, medical insurance, pension and risk management strategies. She also assists in advising, guiding and mentoring some consultants in the organization with respect to the different skill sets required to build a successful career.

Some of the past workshops Chenise has conducted are: “Women & Investing”; “Medical Insurance required for students going to study overseas”; “Seminar for the 30s”; “Retirement Planning”; “Smart Women” and “Financial Planning for school teachers/staff”.

Chenise was also one of the formally selected consultants to work with DBM – an outplacement specialist who helps their clients (mainly MNCs) go through financial needs matters during their transition.

Valuing a balanced lifestyle and understanding there’s more to life than just work, Chenise has always been active in associations outside of work. She was heavily involved with the Insurance and Financial Practitioners Association of Singapore (IFPAS). Chenise previously held the role of Vice President in Public Relations for the Toastmasters Club in 2000 and played an active role in creating workshops for girls in the Toa Payoh Girls Home with UWAS, where she held the role of Secretary. Chenise has also contributed to articles to the newspapers and magazines (including Her World) and appeared on TV to discuss various financial planning topics. She appears on Vodcast on “Women & Finance” occasionally and is actively servicing in her cell group.

In her leisure time, Chenise enjoys reading, travelling and handicraft work. She holds a Bachelor of Business in Financial Planning from the Royal Melbourne Institute of Technology (RMIT) and obtained her Master of Business (Personal Financial Planning) from University of Southern Queensland (USQ) in 2010.

Chenise is competent in providing Comprehensive Financial Planning, including Cashflow Management, Tax Planning, Investment Planning, wealth Planning, General Insurance as well as Group and Life Insurance schemes. Her vast clientele is made up of different age groups and different levels of net-worth. Chenise also works alongside some families in the region on their estate and trust matters.

Some of her corporate clientele include MNCs and SMEs as she administers and advises on their group employee benefits and staff retention schemes.