Who is Benedict Lim?
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Introducing Benedict Lim, a renowned strategist for inter-generational families and efficient tax planning.
Benedict holds a degree in Banking and Finance and multiple Professional Certifications since joining the industry in 2008.
With a rich experience of advising Multinational Corporations and High Net Worth Families, he has structured multiple strategies that align with their respective values and priorities. His experience and know how has led him to sit on the board of various company as a consultant.
His innovative and creative approach has led him to work with a team of experts to curate and implement unique structures across multiple countries.
Benedict loves giving back to society in terms of education. He works together with a Team of likeminded individuals who share the same belief of giving the best advise to anybody and everybody.
Benedict Lim's Book & Training
About the Author
With 17 years of experience in the financial services industry, Benedict Lim has built a career around working closely with high-net-worth clients and navigating some of the most complex financial cases in the field. His consistent excellence and impact have earned him a rare distinction — the Big Case Closer Award for four consecutive years (2021, 2022, 2023, and 2024), making him the first individual to achieve this milestone. This prestigious award, presented by Dr. Sanjay Tolani, honours advisors who serve affluent families and corporations at the highest level of professionalism and integrity.
But beyond the accolades, Benedict is deeply driven by something more personal — the desire to give back.
He authored this book with one clear mission: to help fellow financial advisors grow, not just in knowledge, but in confidence and results. Benedict understands that many hardworking advisors never gain access to the strategies, scripts, and case approaches that actually work in the real world. In this book, he shares practical tips and real experiences from his years in the field.
About the Book
What if your greatest success as a financial adviser didn’t come from working harder — but from working with greater clarity and purpose?
This book shares the personal journey and practical strategies of an adviser who transformed his business by focusing on the right clients, asking better questions, and leading with value — not pressure.
All proceeds from the sale of this book will be donated to charity.
Featured
Speaker, Final Sprint 2021
Speaker, Final Sprint 2022
Speaker, Singapore Prospecting Concepts 2023
Speaker, Final Sprint 2023
Speaker, High-Net-Worth Asset Structuring 2024
Speaker, Business Owner Prospecting 2024
Awards
Big Case Closer (BCC) Award 2020
Big Case Closer (BCC) Award 2021
Big Case Closer (BCC) Award 2022
Interested to Join our Team?
For serious individuals who actually want a proven and consistent system in 2025
You will be exposed to a diverse work experience and get the opportunity to nurture partnerships in the finance industry
You could be one too!
Click to fill in Application Form
Those who have benefitted
"After numerous bad experiences, I finally found Benedict whom I can trust my finances with"
Director
JS Tan Consultants
"I was stuck with my business until I met Benedict. He easily clear my worries with regards to how to structure the finances of my company. Thank you Benedict and your team!"
Business Owner
Peter Ng
"He doesn't beat around the bush and gave good suggestions. He understands the nature of my business, develop a customised investment portfolio and implemented succession planning strategies"
Entrepreneur
Yi Chong
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