About RACHAEL LIM

Rachael Lim has been in the banking and finance industry for the last two decades with a wealth of experience in Risk Management, Wealth Preservation and Estate Planning. She is a Financial Services Director who is passionate about mentoring the next generation and also a strong advocate for the widows and orphans.

Priding herself as an Intrapreneur Coach and a Financial Missionary, Rachael is the leader to one of the Top 10 Agencies in AIA for the past nine years and has achieved numerous accolades which include the Hall of Fame, Court of the Table, Qualifying and Life Million Dollar Round Table and qualifying for the prestigious AIA President Club. She credits her success to her mentors, clients, partners (MVPs) and family who have developed her to be a better person and a good leader.

"Lifetime of Significance" is the ethos of Rachael and her MVPs. The 7-time Pinnacle leader believes in making a difference and leaving a footprint in the lives of others. Her personal goal is to mentor and develop 100 successful consultants to join her in this meaningful career so that they can reach out to more people.

Rachael believes in the importance of doing the right thing so that her clients will entrust her with their financial portfolios. She is described as a passionate, kind, and generous leader by her clients and colleagues. One of the many testimonials that she has received from her valuable clients was “Rachael is a very thoughtful, professional, and dedicated agent who gave me quality financial advice for which I am very grateful for."

Accreditation

  • 3rd Runner Up Financial Services Associate Director 2021
  • 2nd Runner Up Financial Services Associate Director 2020
  • Hall of Fame 2022
  • Pinnacle Agency 2022
  • Prestige Club Qualifier 2022
  • Superstar Member 2022
  • MDRT Qualifying & Life Member 2022
  • Associate Financial Planner (AFP®)
  • IBF Certified
  • STEP Certificate for Financial Services - Trusts and Estate Planning

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