Don’t know what to do with your personal finance matters? No worries….
Visit me for 45 mins complimentary discussion for opinion.
"Your Path To Financial Success In 2 Sessions"
Your next 10, 20 or 30 years’ financial journey, begins here
If not you, who? If not now, when?
I'm here to help you navigate your financial journey and provide personalized advice that will help you meet your goals.
In a complimentary consultation, we'll discuss:
What are your financial goals
How you can achieve your financial goals
How to secure your financial future
You deserve a better and worry free future
I will help you figure out how you can achieve financial freedom. After the consultation, you will have the blueprints to a secured financial future.
It's time for you to stop stressing and finally take control over your finances forever. Talk to me right now.
Schedule your free 1-on-1 consultation
I will help you figure out how you can achieve financial freedom. After the consultation, you will have the blueprints to a secured financial future.
What I Do Best For My Clients
I can provide multiple services to help your financial situation now and for the future
Estate Planning
Transference of Wealth at its Full Value
Life Insurance
Your most complete financial program
Legacy Planning
Turn on the true value of your wealth
Medical Funding & Income Protection
When life throws you a bad curve ball, you can still manage it
Retirement Planning
It's smart to start saving early so you can retire worry free.
Lifestyle & Education Planning
Ensuring Quality of life & Head start financial plan for your children
Personal Investing
A personal investment portfolio that will withstand shocks
Income Allocation & Protection
Practical wealth building strategies to optimise your financial journey
Business Succession
Ensuring smooth business transition at optimal value
Planning Priority and Philosophy
Let me share with you my thoughts and ideologies on financial planning
1st Philosophy - Wealth Protection
“A house built on sand cannot stand”
Since ancient times, strong cities have strong protective city walls against its enemies. We must be wise to take advice. Wealth protection, risk management, is like a fighter pilot, we must take necessary risks, but we must not take unnecessary risks. The great philosopher Socrates once said, “The greatest certainty in life, is the certainty of death; and the greatest uncertainty in life, is the uncertainty of the timing and moment of death”. Wealth protection is the foundational plan that will bring certainty to the uncertainties of life.
2nd Philosophy - Wealth Accumulation
“Who would start to build a house without first knowing if he has enough to complete it?”
The first advice from the classic book, Richest Man in Babylon, “A part what you earn is for you to keep. What you keep is yours, what you don’t keep is not yours”. How much you have accumulated is a measurement of your ability to keep what you make. It determines your ultimate sense of security for yourself and your future. Start a financial accumulation plan early in life and experience the power of compounding interest and cycles of times work for you.
3rd Philosophy - Wealth Management
“Without consultations plans are frustrated”
“Investing without proper research is gambling” quotes Peter Lynch. Money is hard earned, it must be managed. “Money is a good slave and it will come in big quantity to its owner who finds employment for it”, paraphrase from the classic book Richest Man In Babylon. Managing wealth is multi talents skill. Assets allocation strategies, rebalancing portfolio strategies, patience to plan, to monitor and to follow through, are just a few to name. These are tedious and meticulous work. IPP is a global wealth management platform that has your best interest at heart.
Sam Lim
Originally born and bred in Kuala Lumpur, Sam graduated with a 1st class honour in the Bachelor of Arts in Business Management from Linton University College / University of East London.
In 2016, Sam started his career in the financial industry with IPP Malaysia. IPP is historically associated with the IPP Financial Services Holding (IPPFSH) group, Singapore's most complete licensed financial planning advisory organization.
His client centric approach has won the trust from young working professionals to plan and save for their future. He firmly believes every young adult should take responsibility for their own life and start planning their finances as early as possible.
The way to achieve this goal is by educating the young working adults with the right financial knowledge, so that they can avoid making the costly financial mistakes made by their parent’s generation in their younger days. In his free time, Sam enjoys playing badminton, enjoys good food, as well as reading self development books to improve his life as a whole.
Financial Associate of IPP Financial Planning Group, Malaysia.
Credentials
Bachelor of Business Management (Hons)
Associate
IPP Financial Planning Group
www.sam-lim.com
www.ipp.com.my
4th Philosophy - Wealth Distribution
“NEVERTHELESS, DEATH REIGNS”
“In life two things are certain – death and taxes” quotes Benjamin Franklin. It takes a life time to build wealth, but just a moment to destroy it. Wealth Distribution is that moment. It is a bridge between the living and the dead. It is the transfer of wealth at its full value. Wealth Distribution represents your entire life’s philosophy and belief, your final act of love and legacy to the people you loved most. Wealth Distribution is the final piece of love that will last forever.
If you are ready to solve your financial problems, please contact us right now before it's too late!
SELF HELP SECTION
Ancient Wisdom
From an ancient biblical wisdom, “Suppose one of you wants to build a tower (or a house, or a building, or retirement, or education, or any other financial goals), won’t you first sit down and estimate the cost to see if you have enough money to complete it?”
We are fortunate in today’s time and age, we are just a few clicks to arrive at a solid decision and you may start to DIY with FINANCIAL CALCULATORS.
We recommend two user friendly sites for your convenience.
Should you require further assistance, please contact us or contact any of your IPP Associate.
Reach Out To Sam
Call us today: (60) 13- 942 3413
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