Rebecca Lim

IPA Advisory is proud to have Rebecca Lim qualify for the coveted title – Court of the Table (COT) in 2022, and we celebrate her achievements and positive impact she made to the people around her.

“Do what we love, love what we do”

Meet Rebecca, a trailblazer in the world of financial planning. With over 2 decades of experience, she is the epitome of dedication, knowledge, and professionalism. Rebecca’s expertise goes beyond mere salesmanship, as she creates meaningful connections with her clients, earning their trust through her unwavering commitment to their financial well-being.

Through the years, Rebecca has helped countless individuals navigate their financial journey with confidence, offering hope and assurance as they work towards their dreams. Her dedication to her clients’ financial futures has earned her recognition as a respected figure in the industry, with a journey towards the pinnacle of her career – the coveted title of COT.

Join us as we sit down with Rebecca and follow her journey to COT, delving into the importance of building strong relationships and the profound impact it has on providing clients with a peace of mind and financial stability.

Rebecca's Journey Towards COT

What does the Court of the Table (COT) title means to you?

As a financial advisor, my mission is to provide a peace of mind and assurance to my clients through my expertise and dedicated service. The Court of the Table (COT) title represents a significant accomplishment in my career and reflects my commitment to providing the highest level of financial planning services.

The title is a recognition of the hard work and dedication I have put into my career, but it is the meaningful relationships I have built with my clients and the peace of mind I provide them that brings me the most fulfillment.

The COT title is a validation of my commitment to delivering exceptional financial planning services and a testament to my efforts to make a positive impact in my clients’ lives.

What do you think led you to achieve the COT?

The past two years, marked by the Covid-19 pandemic, presented both challenges and opportunities for me and my team. However, through it all, we found a way to break through and connect with both new and existing clients.

We saw the potential for digital transformation and leveraged it to reach more people than ever before. Through hosting webinars, I was able to share my expertise in areas like wealth distribution and estate planning with over hundreds of participants. It was a gratifying experience to see the impact we could make through technology to keep our clients informed and educated during these uncertain times.

I am grateful for this journey and the lessons I’ve learned along the way. It has only made me more dedicated to providing the best possible financial planning services to my clients.

Can you share what you do?

Estate planning and distribution have always been areas of interest for me, and I am proud to have built a team of experts who share this passion. All of us are certified as Accredited Estate Planning Practitioners (AEPP), which means that we have a deep understanding of the nuances of this important area.

We help our clients from diverse backgrounds plan and execute their intentions for their wealth and assets when they are no longer around. We understand that this can be a sensitive and emotional matter, which is why we approach it with compassion, care, and expertise.

Our focus is always on helping our clients make informed decisions and ensuring that their wishes are carried out to the best of our ability.

What do you enjoy most about being a financial advisor?

As a financial advisor, the trust that my clients have in me and my team is what keeps my passion burning. It is their sincere hope, their dreams, and their fears that drive me to provide the best possible financial planning services.

I am grateful for the many referrals and new opportunities that have come from the genuine care and attention I have given to my clients. Their support has been integral in helping me achieve the success I have today.

The trust that my clients have placed in me is the foundation of my passion for financial planning, and it is what inspires me to keep providing expertise to those who need it.

Any words of wisdom to share with new advisors?

Throughout my career as a financial advisor with IPA, I have had the opportunity to grow and develop in many ways. I am grateful for the trust and freedom that my management provides, which has allowed me to focus on my passion for estate planning and distribution. With the support of Manulife Financial Advisors, I have been able to offer my clients a comprehensive range of products and services. The platform they provide is truly second to none, and it has given me the tools I need to succeed.

If you are looking to take your financial advisory career to the next level, especially in the area of estate planning, I would love the opportunity to connect with you. I am eager to share my experience and knowledge with those who are looking to make a difference in their clients’ lives.

Whether you are just starting out or are looking to make a change in your career, I believe that IPA and Manulife can provide you with the tools and resources you need to achieve your goals.

Words From Her Clients

It is my pleasure of knowing and having Ms Rebecca Lim through John Hancock and now Manulife.

She is a good Financial Adviser, both knowledgeable in the products and understand what her client needs. She has given me relevant advice on investment and financial management as and when I seek her view. She is also an empathy person, she will assist her friends and clients wholeheartedly. Rebecca is a resourceful, meticulous, honest, trustworthy and reliable financial adviser. All these years that I have known her, she had shown considerable enthusiasm and high commitment in her work and helping her client to resolve financial difficulties by advising them the best ways to tap on their invested or insurance plans.

I strongly comment that Rebecca is indeed a committed, sincere and trustworthy financial adviser to have and depends on should need arise.

Rebecca is an extremely thoughtful and caring person. She has been serving me and my family for a good 7 years now. She is genuinely caring and responsive. Someone who stays in touch constantly and reviews policies whenever necessary in ensuring all evolving needs and challenges are addressed.

She does go an extra mile whenever it warrants it. I will highly recommend Rebecca to anyone who is looking for a genuinely sincere individual who puts her clients first.

This testimonial is written in appreciation of the numerous kind deeds that Ms Lim Hui Mien Rebecca has done for me and my late husband Thomas, far beyond what ordinary FAs would have been bothered to do. We have known Rebecca for more than a decade and it all started off with my acquaintance with a fairly fresh advisor named Alvin, at a neighbourhood MRT station. Alvin had approached me about insurance and subsequently arranged for a meetup with himself and his then mentor, Rebecca.

Upon our first meetup, Rebecca went through careful assessment of our financial health. She portrayed herself as someone with great knowledge in her field and she had all products at her fingertips, which she genuinely is. We bought our first 2 Flexi policies for our 2 kids with Manulife, followed by a 3rd policy following year for our youngest child. We barely had the financial ability to get more insurance coverage then and those were our only policies with Manulife. Nevertheless, in between her busy schedule, Rebecca never failed to check on us occasionally to see how we were doing and in no time we became friends.

When my 2nd child suffered from meningitis due to persistent high fever in 2008 while he was just 8 months old, Rebecca showed up at KKH to visit my boy with toys and played with him at the ward. At that moment I knew this lady is no ordinary FA.

10 years down the road, needless to say we became yet closer, with her calling to check on us occasionally, not forgetting her yearly effort to pass us calendars and organisers personally. She also did a few financial reviews for us at different stages of our life to ensure that we have sufficient coverage for ourselves and our 3 children.

In May 2017, when Thomas was diagnosed with stage 4 lymphoma, the first person that came to my mind was Rebecca. I called her to inform her of his condition and very quickly she looked into the policies that he had with Manulife and proceed with his claims accordingly without further delay. She followed up with me closely both emotionally and financially, making sure that we make the fullest claim of his only life policy.

On top of that, during the short period of about 6 months into the date of Thomas’ diagnosis, Rebecca had also visited us several times at the hospital to give us advice on how we should quickly get his will and LPA done such that in the event of his death I would have a smooth management of his estate. Rebecca had given us much positive vibes to get through that extremely difficult period of time, encouraging us not to give up on hope. She even came on Thomas’ “last birthday” with a cake to celebrate with him at the ward.

In January 2018, Thomas passed on peacefully. Rebecca attended his funeral and sent him on his final journey. Thereafter I went through a series of application of Grant of Probate and other estate matters which could have been way more difficult without her help.

Today, Rebecca continues to manage my coverage and gives me financial advice to help meet my needs in every aspect she can think of. She is indeed an asset to Manulife, a reliable and trustworthy advisor cum friend which I know I can count on.

Want to be part of the her unit?
Connect with Rebecca on her instagram

@beckybecky_52

If you are keen to join Rebecca’s unit, reach out to ipa.recruitment@manulifefa.com.sg with the subject “I want to join RLU – IPA