Zhi Huan AIA FA Financial Consultant (Rep No. LZH300638487)
Authorised Representative of AIA Financial Advisers Ptd Ltd (Reg. No 201715016G)
Lim Zhi Huan specialises in Wealth Management at Singapore Management University, while leading a team in Ascendence Wealth Management. She became a consultant in her early University days. After having a hand at financial planning for her own parents to gauge their retirement readiness, she found herself enjoying the process thoroughly, and also discovered the gap between what people ought to know about financial planning and what they currently know.
Since then, she has helped hundreds around her bridge the gap between where they are and where they want to be. Her team has developed a flagship asset planning framework that allows people of all age groups to reach financial freedom 5-10 years earlier than expected through her professional asset allocation process.
It all starts with proper planning. The goal isn’t to live forever, but to create something that will.
Zhi Huan’s advisory services are typically catered to medium to high net worth individuals, but almost all the time, she is willing to assist and aid everyone with their financial planning. Experience next- level wealth advisory with her personalised consultation process.
To help you take ownership of your wealth and plan your financial life, setting and achieving realistic goals.
To protect what’s precious. Helping you manage your wealth, making sure all your bases are covered.
To live a financially free life, helping you make informed investment decisions, growing your wealth in a way that suits you
To ensure that you live a life that outlives you, having enough at the end of time.
To ensure that all unnecessary expenses are low, while maximising your cash flow.
To ensure that your assets are passed down to your loved ones, keeping your legacy and loved one protected.
After being in the industry for 2 years, Zhi Huan realises as people progress in life, their financial needs expand while their time becomes more limited. People always found out that they lack the time to properly educate themselves to manage their wealth and finances. Financial and Estate Planning becomes a worrying and stressful process, because you are so focused on earning more but you are not maximising what you currently have
At some point, people will also start worrying whether they are choosing the right financial vehicles to achieve their goals, such as whether they are overpaying for insurance or mortgage interest. These are common problems in the society, and if they are not managed correctly, a lot of times it results in family squabbles due to lack of proper estate planning.
Zhi Huan always believed that managing wealth should be easy, and anything that seems complicated is probably not right for you. Her strategy has helped her clients save $5000-$20,000 yearly on mortgage interest, increase retirement income by 2-3x and wealth protection through the crafting of a thorough estate plan that ensures that your assets are distributed in a legally, orderly and timely manner.
In Just 20 Minutes, Zhi Huan will be able to help you unlock and identify unoptimized assets that you may have, to help you maximise your retirement income.
At the very least, you will get a better understanding of your financial position, to help you make better financial goals for your future.
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* Financial Disclaimer: It should be noted that results, earnings and income claims made are based on clients’ individual background, capacity, goals and experience. There is no assurance that examples of clients’ results can be duplicated in future. We cannot guarantee your future results and/or success.
