This is the first and most important Pillar of Wealth. Without adequate protection, you will be vulnerable to the nasty effects of one or more chance misfortunes, which will cause you to suffer unnecessary and tremendous financial losses. Our planning helps to reduce the negative impact of unplanned misfortunes and ensure that your lifestyle remains unaffected as much as possible thereafter.view more >>

The second Pillar of Wealth analyses your general financial health, such as cash flow and debt position. A net positive cash flow with no overcommitted liabilities is considered healthy. We will advise you how to effectively manage your cash flow and suggest ways to reduce, or avoid, unnecessary borrowing.view more >>

The third Pillar of Wealth drives you towards meeting your long term financial objectives through accumulation. In Singapore, the two most common needs are Retirement Funding and Children Education Funding. We will help you develop a realistic and achievable program to meet these needs.view more >>

The fourth Pillar of Wealth maximises the growth potential of your assets. We help you develop an investment program that is appropriate to your unique situation, yet will grow at a rate you desire. With the help of our proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long term financial dreams.view more >>

This fifth and final Pillar of Wealth looks at preserving and distributing your estate. The only certainty in life is that it will not last forever. We will help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes.view more >>

  • Wealth Protection
  • Wealth Maintenance
  • Wealth Accumulation
  • Wealth Enhancement
  • Wealth Distribution

Yvonne Lim

Financial Advisory Manager
MAS Rep No. LZY300052763

My Specialities
  • Investment Planning & Management
  • Risk Management
  • Insurance Portfolio Restructuring
  • Cash Flow Management
  • Retirement Planning
  • Education Planning
  • Estate Planning

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About Me

As the saying goes, "Worrying is not planning and Hope is not a good strategy". And this is exactly what I assist with - building a sound financial strategy and facilitating your action plan via a systematic approach. Being a financial consultant puts me in a privileged position to see life goals falling into place, and knowing that I played a part in that gives me the greatest satisfaction.

The Team

I have embarked on my journey into management and is now one of the lead managers in a top performing team, La Confiance. The team’s synergy, systems and processes have supported me greatly in my growth as a consultant and also now, as a financial advisory manager. It is also because of our team’s differentiated investment advisory and financial management process that my clients actively refer their friends & colleagues to me for advice. As a result, my practice thrives. Find out more about La Confiance news & clients' events on




Educational Qualification
  • Bachelor of Business, Second Class Honours (Upper division), Nanyang Technological University
Professional Qualification
  • Associate Wealth Planner, AWPCM
Awards/Recognition received
  • Top New AUA Consultant - 5th (2015)
  • Top New AUA Consultant - 3rd (2014)
  • Top New AUA Consultant - 3rd (2013)
  • Financial Alliance Quality Class - Eminence, 2014-2015
  • Financial Alliance Quality Class - Prestige, 2013
  • Financial Alliance Quality Class - Merit, 2012