LIM HAN WEI XAVIER
Do not judge me by my success. Judge me by how many times I fell, and got back up again

LIM HAN WEI XAVIER

1ST RUNNER-UP, TOP FINANCIAL CONSULTANT 2021
LUCAS LIM-KOH POO KWEE ORGANISATION
AWM GROUP
Less than 1 year into the industry, I have achieved the Court of the Table 2022 and International Dragon Silver Award 2022, along with being a member of the AIA FA Centurion Club 2022. I was humbly awarded AIA Top Financial Consultant 2021, 1st Runner Up and this is testament to the number of lives I have positively impacted. I firmly believe that what I lack in experience, I make up for in knowledge.

I currently juggle the rigour of my financial advisory work with my Engineering Double Major studies at the National University of Singapore, where I hold a scholarship. Having earned the title of Executive Prestige Wealth Manager, I strive to revolutionise the financial advisory industry by creating a ripple effect through positively impacting more lives.

An advocate for life.
I witnessed the miracles of life insurance first-hand through a relative’s experience and decided to advocate for it since. I feel that financial planning is not about buying the best products, but also about making wise and informed financial decisions.

“We make a living by what we get but we make a life by what we give.” I intend to make it my lifelong mission to help my clients achieve their goals for many decades to come.

Always have respect and empathy.
I believe that respect and empathy are the most important qualities that make financial consultants stand out from the rest. Being in a multiracial country, I made an effort to respect and understand the culture and customs of every ethnicity, and this empowers me to connect on a personal level with my clients from diverse backgrounds.

A career with real impact.
I am driven by strong values and principles around advocating for proper financial planning, and I will never compromise on those in my career. My advisory process focuses on simplifying complex financial concepts and ensuring every household has adequate financial planning in place for a more comfortable future. One of my most memorable experiences as a financial consultant was when a client’s family invited me over to their house for Christmas dinner and prepared a thoughtful gift to express their gratitude for my services. It is through small gestures like this that made me convinced that this is a lifelong career that truly impacts the people around us.

Clubs & Awards

top awards
1ST RUNNER-UP
TOP FINANCIAL CONSULTANT

2021

Awarded to

LIM HAN WEI XAVIER

MEMBER OF THE
AIA CENTURION CLUB
2022

Awarded to

LIM HAN WEI XAVIER

Qualifying Member Of The
Court of The Table
2022

Accolades

1st Runner-up, Top Financial Consultant 2021

AIA Centurion Club 2023 and 2022

AIA High Net Worth Prestige Club (Executive Personal Wealth Manager) 2022

Million Dollar Round Table 2023

Court of the Table 2022

International Dragon Award – Silver Dragon Award (Agent Category) 2022

100 IDA Team 2022

Bachelor of Engineering (Hons), National University of Singapore

Institute of Banking & Finance Qualified (IBFQ)

Certificate in Financial Needs Analysis & Plan Construction (Cert FPC)

Associate Estate Planning Practitioner (AEPP®)

Estate & Succession Practitioner, Precepts Legacy

TESTIMONIALS

Mr Wong Chong Shong, Chairman and Managing Director, Shanghoe Engineering Pte Ltd

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.

Mr Santosh Kumar, Medical Director, Head Medical Affairs , Takeda Pharmaceuticals International AG

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.

Ms Jong SC, Regional Head of Human Resource, ONE Pte Ltd

I reached out to Xavier as my friend referred him to me as an investment expert with in-depth financial knowledge on the capital markets & global economy. He is constantly ahead of his game in optimising my investment portfolio allocation & provides me with periodic updates on the global markets. I feel assured that Xavier is overseeing all my investments.

Mr Muhammad Ashik, Senior Education Consultant, Kingdom of Saudi Arabia

To understand my family’s needs, Xavier took time to consolidate all our coverage from different insurers and provided a holistic evaluation on its suitability. He seems to always have solutions to my problems. Above all, I truly admire his spirit of always doing good for the less privileged in the community. I am truly grateful to find a friend and a family advisor that I trust.

Mr Chris Teoh, Assistant Vice President, Citi Private Bank

Embarked on my AIA relationship with Xavier as I have sought him out for help in Estate planning. He was very responsive and succinct in providing guidance on what I was looking for – which is perfect. What I was more impressed with is his sense of responsibility in providing a comprehensive review on my personal insurance coverage and immediately identified a gap for which I wasn’t fully aware of. He provided an objective assessment of my current coverage which led me to get adequate coverage that makes more sense for me personally. Appreciate the time he dedicated to me.

Get in Touch

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