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.
“I appreciated the variety of options, as well as the really fast tournaround. He's responsive, attentive, and flexible, which works well with my busy and changing schedule. He's also really good at explaining and breaking down complex and lengthy policies for a beginner like me!”
Valeria G“(Leon) is easy to talk to and explains information very well... (Leon is) knowledgeable, and made insurance buying much simpler for me. Thanks for your services and hope to engage with you again!”
Goh JW“(It was a) very informative session presenting the different options available. (Leon) also has the customer's interest at heart.”
Foo JQTrusted by 120k+ Clients in Singapore
with more than 23 years of excellence , Financial Alliance is Singapore's leading financial advisory firm.
Financial Alliance is a leader in providing wealth advisory services to individuals and corporates alike, including private wealth advisory, Islamic wealth advisory and fee-based advisory.
clients and growing
financial adviser representatives
years in business
assets under advice
An in-depth insurance portfolio review with Leon Lim (Indra Julie) could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.