Noel Lim



Financial Services Manager




Noel is an accomplished Certified Financial Planner with 10 years of experience in providing customised financial solutions for his clients in accordance to their objectives and circumstances. He specialises in optimising financial portfolios, retirement and legacy planning.


Our individual circumstances, goals and aspirations change over time. Noel understands that changes in life occur from time to time and the importance of having one’s finances taken care of. He is therefore passionate in helping them take a step towards financial independence.


Noel provides his clients with comprehensive analyses and comparisons in order for them to make informed decisions. Alongside with a wide range of products and services, it allows individuals to acquire customised financial solutions to help them work towards their objectives and goals.





FINANCIAL ADVISOR | SPEAKER | MENTOR



One needs to be flexible in the current financial environment and regularly adjust their portfolio to take on obstacles. Many of Noel's clients have come to trust him, and he has guided their financial portfolios to overcome these problems. He offers a comprehensive perspective on retirement and family succession.



If You Are Looking To



Optimise your Financial Portfolio



Build your Retirement Nest Egg



Plan your Legacy & Estate



Take Steps Towards Financial Independence



Noel was introduced to me by my sister a few years back, he has provided a wide range of financial advisory services which includes everything from Wealth Estate Planning to Estate Planning. Most importantly, he is not pushy towards closing the deal and he listens attentively to what my needs and concerns are.

Noel provides frequent updates on my insurance portfolio and also his keen market sentiments, which effectively helps me with making the right investment decisions.

Recently my husband and I engaged Noel to set up a Trust for Estate Planning purposes. With his advice and meticulous planning, we now have a piece of mind for our son's future.





Lynette Chua, Finance Manager



I really appreciate Noel's help in optimising my insurance portfolio, patiently educating me about the products I purchased from different companies over the years.

He is also very responsive to my queries and medical and accident claims over the years.

Noel updates me closely on my investments and has guided me to build up my retirement nest.





Dr. Regina Lim



Before I met Noel, I did not know or understand the financial planning priorities and where to begin with.

Now, I can comfortably say that I am sufficiently insured. Noel has helped me with planning not just in short term, but also long term into my retirement.

Noel is not pushy with products but would rather sit down and understand my needs first.





Cai Quan, Bank Compliance Officer



BOOK A CONSULTATION



Hi there,
For a conversation, fill out your details below, and my team will be contacting you to arrange a meet-up as soon as we can.












CONSULT ME

LOCATE US:
Branch Office: 114 Lavender Street #05-77, CT HUB 2 Singapore 338729
Head Office: 6 Shenton Way, OUE Downtown 2, #09-08, Singapore 068809

CONTACT US:
admin.apexelevation@proinvest.com.sg



Apex EP is an authorised group of Financial Adviser representatives from Professional Investment Advisory Services Pte Ltd.


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