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AI Empowered Financial Planning

Empowering Your Business with Financial Expertise


Benefits of Joining


Disclaimers

This website is the personal website of Bernard Lim. All views, opinions, and information expressed on this website are solely my own and do not reflect the views of PFPFA Pte Ltd (Reg. No 202008481K) or PFPLEGACY. This website is not affiliated with, endorsed by, or sponsored by PFPFA or PFPLEGACY in any way.The content on this website is provided for general informational and entertainment purposes only. It is not intended as professional financial, insurance, legal, tax or any other form of expert advice. Do not rely on any information on this website to make decisions - always seek the assistance of a relevant qualified professional.I make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability of the website content. Any reliance you place on such information is strictly at your own risk. I disclaim any liability for any loss or damage incurred as a result of using or relying on the information provided on this website.The website may contain links to third-party websites that are not owned or controlled by me. I have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third party websites. I cannot guarantee that the links will work all of the time and I have no control over the availability of the linked pages.All content and intellectual property on this website, including but not limited to text, graphics, logos, images and software is my property. You may not reproduce, modify, distribute or republish materials contained on this website for commercial use without my prior written consent. By visiting and using this website, you acknowledge that you have read, understood and agree to be bound by this disclaimer and the terms and conditions of this website. I reserve the right to modify this disclaimer at any time without notice.If you have any questions about this disclaimer, please contact me at bernardlim@pfplegacy.com.



Who We Are

B'artner excels in crafting personalized estate and retirement plans to secure your financial future.

  • Expertise: Over 20 years of experience in the financial industry
  • Specializations: Estate planning and retirement planning
  • Innovative Approach: Leverages cutting-edge AI technology to enhance sales process and workflow


Our Core Focus Areas

Estate Planning

Providing comprehensive estate planning services with the support of in-house lawyers to ensure your legacy is protected and efficiently transferred.

Retirement Planning

Helping clients achieve a secure and comfortable retirement through tailored financial strategies.

Investment Planning

Personalized investment plans maximize returns while managing risk, based on your goals. Our experts analyze the market to provide informed advice.

Business Succession Planning

Our business succession planning ensures a smooth transition tailored to your needs.

Private Client Services

Our private client services provide personalized attention and custom solutions for high-net-worth individuals.

Employee Benefits

Our comprehensive benefits package supports your team's wellness and productivity.

General Insurance

Our insurance options protect your assets. Our team assesses your needs and recommends policies for your home, vehicles, and valuables. With trusted partners, you'll have peace of mind.

Philanthropic Planning

Our philanthropic services help you create a giving strategy aligned with your values.

Education Planning

We help families plan for education costs. Our team reviews your finances and recommends tax-advantaged saving to achieve your education goals.

Our Approach

Comprehensive Expertise

With over 20 years of deep industry experience, our team brings a wealth of specialized knowledge in estate and retirement planning to every client interaction.

AI-Powered Innovation

We have embraced cutting-edge AI tools to drive efficiency and effectiveness, using data-driven insights to create more personalized and strategic recommendations for our clients.

Innovative Environment

Our commitment to innovation is reflected in the very workspace we've created, which fosters creativity, collaboration, and productivity, keeping our team at the forefront of financial planning technology and best practices.

AI Tools We Use

1

Content creation

Content creation, client communication, and relationship management.

2

Research AI & Videos engagement

In-depth research, analysis, and engaging video production.

3

Data & Project management AI softwares

Presentations and efficient project management.

Our Trusted Partners

At our practice, we leverage strategic partnerships to offer clients comprehensive financial solutions. Our network includes leading life and general insurers, as well as innovative investment firms, providing access to cutting-edge products and services.

Insurance Partners
Investment Partners

iFAST Financial

Singlife GROW

Tiger Brokers

General Insurance Partners

AIG Asia Pacific Insurance Pte. Ltd.

Allianz Insurance Singapore Pte. Ltd.

April Singapore Pte. Ltd.

China Taiping Insurance (Singapore) Pte. Ltd.

Chubb Insurance Singapore Limited

Cigna Singapore

EQ Insurance Corporate Limited

Etiqa Insurance Pte. Ltd.

FWD Singapore Pte. Ltd.

Great American Insurance Group

Great Eastern General Insurance Limited

HL Assurance Pte. Ltd.

HSBC Life (Singapore) Pte. Ltd.

Liberty Insurance Pte. Ltd.

MSIG Insurance (Singapore) Pte. Ltd.

NTUC Income Insurance Co-Operative Ltd.

QBE Insurance (Singapore) Pte Ltd

Raffles Health Insurance Pte. Ltd.

Singapore Life Ltd.

Sompo Insurance Singapore Pte. Ltd.

Tokio Marine Insurance Singapore Ltd.

United Overseas Insurance Limited


Benefits of Joining Our Team

Cutting-edge Technology

Access to state-of-the-art AI tools that streamline your work and enhance productivity.

Continuous Learning

AI-assisted training programs to keep you at the forefront of industry developments.

Innovative Work Environment

Experience a futuristic workplace that embraces technological advancements.

Enhanced Client Service

Leverage AI to provide more personalized and data-driven advice to clients.

Efficiency Boost

Automate routine tasks, allowing you to focus on high-value client interactions.

Competitive Edge

Stand out in the market with AI-powered insights and strategies.

Collaborative Culture

Join a team of forward-thinking professionals who embrace innovation.

Career Growth

Develop valuable skills in AI and data analytics, positioning yourself for future success in the evolving financial industry.

Work-Life Balance

AI tools help optimize your workflow, potentially improving your work-life balance.

Industry Leadership

Be part of a pioneering group shaping the future of financial planning in Singapore.

Comprehensive Support Systems

Business Assistance

Marketing Support: Approval processes for promotional materials

Compliance Guidance: Frameworks like the Balanced Scorecard

Professional Environment

Ethical Practices

We maintain a clear code of conduct and market conduct guidelines, ensuring that all team members adhere to the highest ethical standards in their financial planning practices.

Structured Advisory Sales Process

Our team operates within a comprehensive framework designed to ensure quality and compliance in all client interactions and financial recommendations.

Career Opportunities

Clear Promotion Pathways

We offer a structured career progression from Wealth Associate all the way up to Executive Director level. This clear path allows you to visualize and plan your professional growth within our organization.

Leadership Roles

As you advance in your career with us, you'll have the opportunity to build and lead teams. This ability to take on leadership roles as you progress ensures that your career remains dynamic and challenging.

AES Program

Join The Team

Transform your financial planning career with AI-powered tools and exceptional client value.


Contact Us

Bernard Lim

Mobile: 91014041

Email: bernard-lim@pfp-fa.com

Jacqueline Lum

Mobile: 93696251

Email: jacqueline-lum@pfp-fa.com

Cheryl Lee

Mobile: 8133 2213

Email: Cheryl-lee@pfp-fa.com

MeiFang

Mobile: 9683 0036

Email: meifang-wu@pfp-fa.com

Our Office Location


Google Maps

PFPFA · 9 Temasek Blvd Suntec Tower 2 #30-01, Singapore 038989

★★★★★ · Financial institution


Stay Informed: News & Insights

We ensure our clients are always ahead by providing access to critical financial news and market insights, curated and analyzed for relevance.

Market Insights

Stay updated on global financial market trends, economic developments, and evolving regulatory landscapes. We deliver concise summaries to keep you informed without information overload.

Empowered Decisions

Access relevant news and analysis to understand how current events impact your investments and financial plans. This knowledge empowers you to make well-informed decisions aligned with your personal goals.

Strategic Opportunities

Leverage AI-filtered analyses of news to identify emerging opportunities and potential risks in the market. We help you spot trends and adapt your strategy for optimal financial growth.