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  • 5-10 years
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  • Certifications
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Francesco Lim
MDRT Consultant
Title : MDRT Consultant, Career Consultant
Year Joined : 2017
Years of Experience : < 5 years
Education : Degree in Computing & Business
Notable Achievements : MDRT, PWM, Superstar Platinum
Specializations : Financial-Planning, Legacy-Planning
Hobbies : Meditating with my daughter
Title : Career Consultant
Francesco Lim
MDRT Consultant

Set your heart on doing good. Do it over and over again, and you will be filled with joy. If you want others to be happy, practice compassion. If you want to be happy, practice compassion.”
-
Dalai Lama

Francesco’s Story

I was formerly a self-employed franchisor and retailer at outlets in Singapore and China. As a mother of two, however, I wanted to spend more time with my family in Singapore. I saw how my husband, as a Financial Services Associate Director at Win Financial, had helped many clients over his fifteen years in the industry. As such, I decided to join the team and become an FSC too. When I presented a claim cheque to a single mother who had breast cancer during her treatment period, I saw how meaningful my job can be – life is unpredictable, and everyone should have a Financial Advisor who is compassionate and willing to accompany them in their financial planning journey.

Read More About What Others Have To Say About Francesco

“Francesco is an incredibly patient financial planner. She is dedicated to finding the best and most effective coverage for her clients. Being a devoted Buddhist, Francesco is genuine in helping her clients and not doing business for the sake of maximising her own gains. If anyone needs a caring yet professional advisor, she is the one!”
-Clara Thang, Construction Firm Director

 “Francesco takes care of my family’s financial planning needs. I am impressed with her helpfulness and prompt response whenever we have any questions or need help in claims or policy changes. I would recommend Francesco to anyone who requires a responsible Financial Services Consultant.”
-Lynette Lee, Specialist Doctor

“I am greatly blessed to have Francesco (Fran in short) as my consultant in 2019. I am retiring in a few more years and I wished that I knew her earlier so that she could plan my different life stages in a holistic way. Fran has certainly provided very sound advice and as a result I entrusted her with my retirement and legacy planning. I endorse Fran as one of the best consultant you can ever have!”
-Dr Tan SN, Professor (Lecturer)


Leo Tan
MDRT Consultant
Title : MDRT Consultant, Career Consultant
Year Joined : 2016
Years of Experience : 5-10 years
Education : Degree in Systems Engineering
Industry Certifications : AWP, CFA® Level 2
Notable Achievements : Centurion, MDRT
Specializations : Financial-Planning
Hobbies : Cycling, Piano, Tennis
Title : Career Consultant
Leo Tan
MDRT Consultant

“Don’t celebrate closing a sale, celebrate closing a relationship.”
-
Patricia Fripp

Leo's Story

The opportunity to venture into this career presented itself from an introduction by a mutual friend. Despite being initially sceptical, what drew me to this line of work eventually was my interest in personal finance and the entrepreneurial nature of my work. I also see it as a valuable opportunity to help others have peace of mind and reach financial freedom with proper insurance planning. Developing a long-term working relationship with my clients and being able to serve them at every stage of their lives are my goals as a Financial Services Consultant. With a combination of integrity and commitment, I hope to be the trusted one-stop financial solution for all my clients.

Read More About What Others Have To Say About Leo

“I bought my first policy through Leo when I first enlisted into the Army. Not only is Leo highly committed to his profession, he has outstanding work ethics and never compromises on his moral standards. I would recommend Leo to anyone without hesitation or reservation.”
-Ng Chee Hao, Marketing Consultant

“Thank you, Leo for sharing your love and concern, and for introducing me to AIA! I deeply appreciate your sincere and attentive service as an advisor and your painstaking effort in customizing a detailed plan that is suited to my needs. Keep up the good work!”
-Aiysh Shiekh, Teaching Instructor

“Leo is a trustworthy financial consultant. I can depend on him to keep my financial plans in check and rely on his sound advice on how I can constantly improve it. A highly recommended financial consultant!”
-Hansel Tantohari, Student


Lyndon Lim
MDRT Consultant
Title : MDRT Consultant, Career Consultant
Year Joined : 2016
Years of Experience : 5-10 years
Education : Degree in Business Management
Industry Certifications : AFP, AWP
Notable Achievements : Centurion, MDRT, PWM
Specializations : Corporate-Solutions, Financial-Planning, General-Insurance, Legacy-Planning
Hobbies : Baseball, HIIT, Watching Korean dramas
Title : Career Consultant
Lyndon Lim
MDRT Consultant

“Always help someone. You might be the only one who does.”
-Unknown

Lyndon's Story

I love travelling because I get to learn important life lessons from the people that I meet, and the insurance business provides just the avenue for me to do so. Having been in the insurance industry, helping clients tie through claims and their challenges in life, my conviction is this: insurance can change lives, and I can change lives. I acknowledge that being a competent and dedicated consultant to my clients demands great commitment, but it is definitely satisfying to live up to their expectations! As clients become friends and friends become clients, it empowers me to stay in touch with them and walk through life together as we often meet up for reviews on a yearly basis.

Read More About What Others Have To Say About Lyndon

“Not your average financial advisor. Ping Cheong (Lyndon’s other name) genuinely cares for his clients and often goes beyond what is expected. I recall during the start of Covid-19, he proactively called me up to suggest adjusting my portfolio which eventually played out well. Exceptionally professional and friendly, I am thankful to have Ping Cheong as my financial advisor.”
-Marx Low, Senior Software Engineer

“Ping Cheong is highly responsive and gives good recommendations as an insurance practitioner. He would assess my financial situation and goals before recommending a product. He is an MDRT Agent who is honest and acts best in his clients’ interests. Would highly recommend Ping Cheong to my friends for their insurance needs.“
-Yeow Min Quan, Analyst

“Ping Cheong is passionate & dedicated in helping his clients improve their lives in areas of insurance and wealth planning. He provides efficient services and often goes the extra mile to care for his clients’ wellness. Happy to have an MDRT agent servicing me. This is one guy who gets the job done with heart and sincerity.”
-Phyu Phyu, Bank Analyst


  • All
  • >15 years
  • <5 years
  • 11-15 years
  • 5-10 years
  • AFC-AFP-AWP
  • All FSC
  • Career FSC
  • Certifications
  • CFP
  • ChFC-S
  • CLU-S
  • Club FSC
  • FSAD
  • FSC
  • Leaders
  • MDRT Consultants
  • MDRT FSC
  • served-years
Yvonne Lim
Financial Services Consultant
Title : Career Consultant, Financial Services Consultant
Year Joined : 2013
Years of Experience : 5-10 years
Education : Degree in Business Management (Honours)
Notable Achievements : Million Dollar Club Platinum
Specializations : Corporate-Solutions, Financial-Planning, General-Insurance
Hobbies : Reading, Spending quality time with family, Travelling
Title : Career Consultant
Yvonne Lim
Financial Services Consultant

“Do to others as you would have them do to you.”
-Luke 6:31

Yvonne's story

After graduating from the University of Birmingham (SIM), I decided to become an FSC with Win Financial. Like some others, I was initially sceptical about this career, and my family was not fully supportive of my choice. However, after seeing what really happens behind the scenes, it made me realise that no other career would be as purposeful. I strongly believe that with a great amount of effort, determination, and sincerity towards my clients, this career will certainly bring me what I want in life. I believe in providing the best of interests for my clients, like how I would do for myself and my loved ones. Financial planning, if done correctly, can lift burdens and free problems.

Read More About What Others Have To Say About Yvonne

“Yvonne took over our policies from a previous advisor and she has been exceptional. As parents of two young kids and being very unfamiliar with insurance, Yvonne provides us with relevant and sound advice. Sincere in her dealings, Yvonne always thinks of our needs first. To Yvonne, stay passionate and continue making a difference in the lives of others.”
-Thanaraj, HOD Teaching

“When I started work and knew it was time to get my insurance sorted out, Yvonne, who was my University classmate came to my mind. During our meetup, I did not feel any pressure selling tactics and she ensured that I made an informed decision. On one occasion, I had to undergo an emergency surgery. I was thankful to have her assurance that I can go ahead with the procedure without worrying about the bills or backend.”
-Amos Lim, Army Officer

“I knew Yvonne through my mother as she bought insurance for me when I was much younger. Yvonne is very friendly and professional throughout the process of advising me. She is detailed in her explanation and recommended plans that met my needs.Through Yvonne, I changed my perspective towards insurance and what it can do!”
-Vivian Koo, Social Worker


Zac Wong
Financial Services Consultant
Title : Financial Services Consultant
Year Joined : 2016
Years of Experience : 5-10 years
Education : Degree in Biological Sciences
Specializations : Financial-Planning
Hobbies : Windsurfing
Title : Financial Services Consultant
Zac Wong
Financial Services Consultant

“There are three simple yet some of the hardest things that life can build upon: decisiveness, consistency, strength.
-Dr A.R. Bernard

Zac's Story

Despite having studied Life Sciences, I did not envision myself to be working in a lab doing repetitive lab tests daily. I wanted more than what a corporate job could offer, a more fulfilling and holistic career where I can serve others and be a blessing to them. I was first introduced to the financial industry when I worked as a part-time personal assistant for a Senior FSC. It was then that I witnessed how proper financial planning can help others and prepare them for the future. I saw purpose in this career, and how it can impact lives. Hence, I became an FSC too! My greatest desire is to make a positive difference to everyone that I meet.

Read More About What Others Have To Say About Zac

“Zac was my first financial advisor and he was very patient in explaining insurance jargon to help me understand my policies better. Most importantly, he did not push me into buying financial products. He cares for me genuinely as a client and friend. Thanks Zac!”
-Lim Xing Yi, HR Executive

“Zac really took the time and effort to analyse my current insurance portfolio and helped identify my gaps. He crafted a plan that met my needs and explained very clearly how financial products could help me achieve my life goals. With Zac as your financial consultant, you are definitely in good hands!”
-Lee Wei Jie, Army Officer

“I was looking to plan for my retirement and was introduced to Zac through a common friend. Zac used ‘GoalsMapper‘ to chart out my cashflow and insurance coverage during my golden years. He then proposed retirement options to help me achieve my retirement goals. Placing his clients’ needs as his top priority, Zac is an advisor I would strongly recommend.”
-Tan Jia Ying, General Manager


Zann Wong
Financial Services Consultant
Title : Financial Services Consultant
Year Joined : 2020
Years of Experience : < 5 years
Education : Diploma in Electrical Engineering
Specializations : Financial-Planning
Hobbies : Cooking, Gyming
Title : Financial Services Consultant
Zann Wong
Financial Services Consultant

“The only way to achieve the impossible is to believe it is possible.” - Charles Kingsleigh

Zann’s Story

I was looking to do something different after giving birth to my third child. While taking up his life policy, my advisor Winnie sold me the idea of joining her in the industry. She saw the potential in me and felt that the timing was right for me to consider a different path. I took a leap of faith and passed all the licensing exams within the first seating. As I went through the training, my conviction grew and so did my confidence. I enjoy the interaction part of the career and look forward to connecting more with my friends and knowing new people. I exercise often to keep fit and enjoy cooking a good meal for the family. In time to come, I hope to achieve MDRT like my mentor while embracing the whole person concept.

Read More About What Others Have To Say About Zann

“I have done a financial review with Zann and I found the process immensely helpful. She was thorough and did not jump into selling right away. I am more than happy to explore improving my portfolio with her due to my positive work experience with her as an ex-colleague.” -Travis Chia, Plant Manager

“I know Zann through my son's School Parent Support Group and I have found her to be responsible, warm and caring. She has many creative ideas and was able to get the team together to execute them. I am more than willing to let her review my policies upon knowing that she has joined the financial services industry.”  -Wei Tao, Homemaker

“I have known Zann as an ex-colleague and friend for more than a decade. Patient and encouraging, Zann is ever ready to lend a listening ear and give her most truthful and positive inputs. She prepares her classes well and is resilient towards challenges. I have no doubt Zann will serve me well when it comes to financial planning.” -Zhang Shuwen, Student Care Director

 

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