Angela Khaw

EXECUTIVE FINANCIAL CONSULTANT

Angela Khaw is an Executive Financial Consultant. She has been working in the insurance industry since 1986 and has witness how the industry has evolved over the years.

She credits the ability to manage her time at work and finds it a rewarding career.

She values the family-like culture endorsed in Jeffrey Lim Organisation (“JLIM”), with a caring boss Jeffrey Lim at the helm like a father figure.

Before joining JLIM, Angela worked in general insurance.

She values the family-like culture endorsed in Jeffrey Lim Organisation (“JLIM”), with a caring boss Jeffrey Lim at the helm like a father figure.
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Cassandra Tan

EXECUTIVE FINANCIAL CONSULTANT

Cassandra Tan is an Executive Financial Consultant. She used to work as a manager in a multinational company. After being in the corporate world for almost a decade, she found herself asking “what’s next”. Her options were to continue to work in an office from 8 am to 8 pm every day, to step back and enjoy the finer things in life or to embark on a new journey.

Looking back, she feels she has made a correct decision to start a new career as a Financial Consultant. This path has renewed her passion for life and living to the fullest. It helps that the Jeffery Lim Organisation is a close knitted and caring organisation where the bosses are always there to guide members on the road to success.

Today, it is with a profound sense of mission that she approaches her work as a Financial Consultant – that every family deserves the sense of security that gives them the peace of mind. Her clients motivate her every day. She is also motivated to impart good values to her sons.

In her spare time, she enjoys reading books, surfing internet, online shopping and bowling.

This path has renewed her passion for life and living to the fullest. It helps that the Jeffery Lim Organization is a close knitted and caring organisation where the bosses are always there to guide members on the road to success.
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Josephine Quek

EXECUTIVE FINANCIAL CONSULTANT

Josephine B.C. Quek is an Executive Financial Consultant. She used to run her own agency until she sold it in 2017.

Although she has been successful, financial planning was not her career of choice. Rather it was circumstance beyond her control that led her to a career in financial planning.

Upon her return to Singapore after graduating from the University of Hawaii in 1987, she was met with a dismal job market due to the recession back home. Unable to land a suitable job in the banking sector, her industry of choice, she worked as a freelancer for a Hong Kong research company doing surveys of car owners.

One of her interviewees – who later became her agency leader – spoke to her about a career in financial planning and encouraged her to consider. As Josephine was still not close to getting a job, she decided to give it a shot. She never looked back, not even after the economy recovered strongly and many job opportunities opened up for her as a result.

“I decided to stay in this career because I had come to love it, to meet and make new friends. And most important, to help strangers and friends alike protect their wealth while they are accumulating more wealth, as well as preserve and distribute their wealth in their golden years,” she said.

Outside of her work, her greatest passion is in dogs and cats, they give her greatest joy and fulfilment. Her leisure time is reading on books related to cat and dog behaviour so as to understand and serve them.

I decided to stay in this career because I had come to love it, to meet and make new friends. And most important, to help strangers and friends alike protect their wealth while they are accumulating more wealth, as well as preserve and distribute their wealth in their golden years.
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Loo Ai Lian

Executive Financial Consultant

Loo Ai Lian is a Executive Financial Consultant. She joined Jeffrey Lim Organisation (“JLIM”) upon graduation. While in the National University of Singapore, she was introduced to JLIM by her senior and attended the career seminar. She believed then that this career will allow her to provide for her family well while helping people at the same time.

In JLIM, she has benefitted from the supportive culture of the firm, from arranging her tutorials and examinations to helping her manage her clients.

Ai Lian is glad that she had challenged herself and moved out of her comfort zone, and is in the midst of achieving her potential now with JLIM.

Ai Lian is glad that she had challenged herself and moved out of her comfort zone, and is in the midst of achieving her potential now with JLIM.
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Mabel Loh

EXECUTIVE FINANCIAL CONSULTANT

Mabel Loh is an Executive Financial Consultant. She approaches her work with a sense of mission and professionalism. She believes in integrity, commitment and empathy towards her clients. This has resulted in many repeat clients over her 18 years as a Financial Consultant.

Over this period, Mabel continually strengthens her relationships with clients by understanding their needs and financial abilities. This had allowed her to identify the most appropriate financial plan for them at different stages of their lives. She also constantly acquires new knowledge in order to gain further insights into holistic financial planning.

It has given her immense satisfaction to have seen many clients with their financial needs eased, children’s education funds matured, retirement plans fulfilled, as well as leaving behind a legacy due to proper financial planning.

It has given her immense satisfaction to have seen many clients with their financial needs eased, children’s education funds matured, retirement plans fulfilled, as well as leaving behind a legacy due to proper financial planning.
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Diane Goh

Executive Financial Consultant

Being in financial planning was a mid-career move for her. She was previously an engineer with a multinational company. It was her passion to make a difference to the lives she came across that led her to join JLIM.

She was drawn to JLIM because of its vision of being Happy, Productive and Profitable. In addition the firm’s family-oriented culture also strongly appealed to her. She has experienced the commitment that JLIM’s leaders have towards helping her succeed. “To borrow the saying, a family that succeeds together, stays together. That’s how I feel about JLIM,” said Diane.

Diane believes in the importance of prioritising her clients’s interests and value-adding to her clients. She enjoys meeting new people as clients and then becoming good friends. Over the years, Diane has appreciated how her work impacts lives. She fondly recalls the facial expression of relief when her clients were assured that they and their families would be taken care of.

Work aside, Diane enjoys her family time and as an entrepreneur, she is able to set aside time for her work and for her loved ones, especially during times of needs.

Diane believes in the importance of prioritising her clients’s interests and value-adding to her clients. She enjoys meeting new people as clients and then becoming good friends.