Marv Lim Financial Planning

Marv Lim Financial Planning Marv is a well-versed Financial Services Manager and a Certified Financial Planner™ who has been in the financial industry for more than a decade.

He focuses on helping clients to build passive cash flow to replace income and on estate planning.

23/07/2022

Very Informative talk without any hint of sales pitching… Good presentation and clear focus for the participants’ interests for financial planning

A simple term solution can take away your headaches and heartaches
22/04/2022

A simple term solution can take away your headaches and heartaches

"𝗜𝗻𝘀𝘁𝗲𝗮𝗱 𝗼𝗳 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗶𝗻𝗴 𝘀𝗮𝗹𝗮𝗿𝘆 𝘁𝗼 𝗺𝗮𝘁𝗰𝗵 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻, 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗿𝘀 𝗰𝗮𝗻 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝗼𝗳𝗳𝗲𝗿𝗶𝗻𝗴 𝗰𝗼𝘀𝘁 𝗼𝗳 𝗹𝗶𝘃𝗶𝗻𝗴 𝗮𝗱𝗷𝘂𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗮𝗻𝗱...
20/02/2022

"𝗜𝗻𝘀𝘁𝗲𝗮𝗱 𝗼𝗳 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗶𝗻𝗴 𝘀𝗮𝗹𝗮𝗿𝘆 𝘁𝗼 𝗺𝗮𝘁𝗰𝗵 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻, 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗿𝘀 𝗰𝗮𝗻 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝗼𝗳𝗳𝗲𝗿𝗶𝗻𝗴 𝗰𝗼𝘀𝘁 𝗼𝗳 𝗹𝗶𝘃𝗶𝗻𝗴 𝗮𝗱𝗷𝘂𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗮𝗻𝗱 𝗼𝘁𝗵𝗲𝗿 𝗶𝗻𝗰𝗲𝗻𝘁𝗶𝘃𝗲𝘀 𝘀𝘂𝗰𝗵 𝗮𝘀 𝕘𝕣𝕠𝕔𝕖𝕣𝕪 𝘃𝗼𝘂𝗰𝗵𝗲𝗿𝘀 𝗮𝗻𝗱 𝕗𝕦𝕖𝕝 𝘃𝗼𝘂𝗰𝗵𝗲𝗿𝘀 𝘁𝗼 𝗺𝗶𝘁𝗶𝗴𝗮𝘁𝗲 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻"

Being healthy is the greatest wealth you can give to yourself.Learn how to live long with vitality and youthfulness.Comp...
04/02/2022

Being healthy is the greatest wealth you can give to yourself.

Learn how to live long with vitality and youthfulness.

Complimentary Webinar, Sign Up Now!

With Inflation rate at an all-time high, where, what and how to Invest in 2022? 🤔
12/12/2021

With Inflation rate at an all-time high, where, what and how to Invest in 2022? 🤔

Which categories do you belong to? Baby boomers, Gen X, Millennials or Gen Z?The news outlets are putting more articles ...
21/11/2021

Which categories do you belong to? Baby boomers, Gen X, Millennials or Gen Z?

The news outlets are putting more articles on investment. Are you encouraged to start your investment?

A silver lining in this pandemic. More Singaporeans making their retirement pandemic proof. Start planning today. Better...
14/11/2021

A silver lining in this pandemic. More Singaporeans making their retirement pandemic proof.

Start planning today. Better to be late than never.

Saving more but with rising inflation, is your saving giving you a positive return?
07/11/2021

Saving more but with rising inflation, is your saving giving you a positive return?

You don't need a PHD Diversification coupled with Dollar cost averaging (DCA)
06/11/2021

You don't need a PHD

Diversification coupled with Dollar cost averaging (DCA)

Shocking figures from OCBC Financial Wellness Survey 2021. The figures show the percentage of Sinaporeans not on track f...
04/11/2021

Shocking figures from OCBC Financial Wellness Survey 2021.

The figures show the percentage of Sinaporeans not on track for their retirement has increased from 75% to 81%.

Do you want to be that 81% or 19%?
Also, do you prefer Retirement Lifestyle A, B , C or even Z?

Enjoy a higher tax relief increase from $7,000 to $8,000 for CPF Retirement Account top-up!
02/11/2021

Enjoy a higher tax relief increase from $7,000 to $8,000 for CPF Retirement Account top-up!

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