Xavier Lim - Director, Executive Personal Wealth Manager
Authorised Rep of AIA FInancial Advisers Ptd Ltd (Reg. LHW300570350)
Over the years, Xavier has advised more than 300 individuals and families on their portfolio, empowering them to achieve their financial goals and spend more quality time with their love ones.
Xavier is a Director and a Wealth Manager that specialises in multiplying wealth for executives and HNW business owners. His dedication to his clients, strong work ethic and in-depth knowledge of financial planning have enabled him to achieve exceptional results in the business.
He is supported by his bespoke Business Support Manager and a team of more than 100 competent consultants. He consistently provides his clients with tailored and effective financial solutions, which has helped them accelerated their financial goals.
With a key focus on values and character building, this enabled Xavier to run his business solely through referrals and word of mouth. Determined to create lasting impact and enrich communities, Xavier is building a team of compassionate and competent advisors to empower more families to achieve their financial goals earlier and spend more quality time with their love ones.
Xavier believes that building long-term relationships with clients is key to achieving financial success. He takes pride in his client-centric approach and is committed to providing exceptional service to all his clients.
Xavier made it his lifelong mission to help his clients achieve their goals for many decades to come, multiplying wealth for generations.
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It all starts with proper planning. The goal isn’t to live forever, but to create something that will.
Xavier’s advisory services are typically catered to mass affluent and high net worth individuals, but almost all the time, he is willing to assist and aid everyone with their financial planning. Experience next- level wealth advisory with his 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 potentially 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 through securing competitive mortgage financing rates with our mortgage partners.
To ensure that your assets are passed down to your loved ones, keeping your legacy and loved one protected.
Xavier is a professional financial planner who is guided by the right values. He demonstrated strong technical capabilities and always goes out of his way to cater to my needs. He has helped my family greatly in areas of Business financial, Legacy and Estate planning. Very happy he did an amazing job serving my friends as well.
Met Xavier through a referral and he is now my trusted advisor that handles all my family & business insurance.
He is very knowledgeable and I respect his work ethics in always having my best interests. Strongly recommend him to anyone that wants a credible family advisor.
I truly respect Xavier for being are able to tell me my investment eligibility and optimal finance ratios while keeping in mind my personal goals at different life stages. He provides very clear and detailed analysis on future projection of financial goals and liabilities which gave me more clarity on my retirement roadmap. He is a trustworthy advisor and friend I can rely on
Xavier is a trusted wealth manager who has consistently delivered tailored solutions that align perfectly with my family’s financial goals. His unwavering trustworthiness and commitment to ethical practices have earned my utmost confidence. His willingness to go the extra mile for us makes him an invaluable asset to our financial well-being. With his extensive expertise in planning for doctorates like myself, he has proven to be a highly capable and reliable partner in managing our wealth.
Xavier is a retirement planner who always puts the interest of his clients before himself. He makes it a point to simplify complex financial concepts & ensures that I am always making the right financial decisions. I am glad that I have proper retirement and risk planning in place for my future goals. I will strongly recommend Xavier to anyone who is looking for professional financial advice.
If you are looking for a wealth manager, I would highly recommend Xavier Lim who has a huge wealth of knowledge in this field. Xavier is a true professional who is very balanced, open and honest in his advice. Xavier is extremely trustworthy, reliable and dependable.
Im glad to have Xavier as a personal agent to be able to assist me in all my investments & life protections as i can trust him with the knowledge and concerns he is able to look out for me!
He is very detailed and responsive in times when i need it and he is able to provide a full personalised welfare for me. He is also compassionate with all his friends and family to serve with all his heart without a doubt.
With his knowledge of his craft, i have zero worries when i let Xavier handle my cases. He will go the extra mile without a doubt to assist in all sort of situation apart from work but also my own businesses.
Being able to focus and trust someone to handle all the nitty gritty part of your life is a rare find, and im proud to have Xavier! Thank you for the great service, will totally recommend.”
Met Xavier through a referral. His genuine and compassionate approach made me feel valued and understood, creating a strong foundation for a long-lasting relationship. With his tailored solutions and comprehensive retirement roadmap, I have gained a clear understanding of my financial goals and a blueprint to achieve them, thanks to his extensive knowledge in the field.
After being in the industry for multiple years, Xavier 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 we are so focused on earning more but we are not effectively maximising what we currently have.
Most people 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.
Transitioning into the new era of wealth management, Xavier is guided by strong values of empathy and compassion, always going the extra mile to better value-add the evolving needs of his clients.
Xavier always believed that managing wealth should be easy, and anything that seems complicated is probably not right for you. His strategy has helped his clients save more than $10,000* yearly on income tax, 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.
*Professional services provided will only be services licensed by MAS.
In Just 20 Minutes,
Xavier will be able to help you unlock and identify inefficient assets that you may have, to help you maximise your retirement income.
You have the power to better understand your financial position, and help you and your family create a better financial future.
Discover strategies to better grow and protect your money TODAY.
Xavier Lim Han Wei
Director
AWM Group
An authorised representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G).
Rep. No.: LHW300570350
* 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.
