Dear Friends, Clients, Business Partners:

As we enter 2024, I would like to express my sincere gratitude for the trust and confidence you have entrusted me in your financial planning process. It has been my pleasure working with you for the past 5-odd years and I am truly grateful to serve as your financial planner.

Our journey together has been more than just a professional relationship; it has been a journey of friendship and trust-building. I believe that forging a strong rapport with all of you is essential for understanding your unique financial goals and aspirations. Thank you for allowing me to be part of this journey.

I would be looking at grooming individuals to be become one of us in this financial advisory industry. In the past year, I attained the title of a Certified Enneagram Professional. The Enneagram is an archetypal framework which helps to uncover the patterns of behaviour that subconsciously drive and motivate us to behave in certain ways. With this title I am now able to coach and analyse individuals based on their archetypes, and certainly I would like to see new associates achieve their own successes with my model.

I have been certified an Associate Wealth Planner since 2019 and will be attaining the title of Certified Financial Planner™ (CFP®) this year to complete the series. This is a global formal recognition of expertise from the Certified Financial Planner Board of Standards, Inc. in the areas of financial planning, taxes, insurance, estate planning, and retirement saving.

On the corporate end, Great Eastern is launching new digital initiatives via its apps. I am excited to see how our yearly reviews can be enhanced via our apps. Look out for my messages soon!

Once again, thank you for your continued trust and friendship. I look forward to continuing our journey together and helping you achieve financial success. As we move forward into the year of Dragon, please know that I am always here for you.

Pearl Lim