Daniel Lim Organisation representing AXA Life Insurance Singapore Pte Ltd started in March 2004. This association and relationship with AXA is one of partnership that allows us to grow our business with unparalleled support. 

Hear what some of our financial advisers have to say.  

Sharlene Lim: “My mentor and coach helped me all the way since the day I passed the CMFAS exams and got my license. I just need to follow a system that my coach has designed and I could not believe how well it went … I mean the business and income coming thereafter.”

Giving you the Power to Perform

We recognized the challenges and know the route for a financial adviser to become a trusted and respected adviser. We provide a dedicated resource center to focus on your skills development and training needs, as well as full suites of marketing solutions that will enhance your professional image and make you stand apart from the competition. Our operational excellence will minimize the administrative burden and enable you to focus on what you do best.

Mohd Faisal: “My life could not be as exciting as now. I have responsible business partners who constantly guide me in my business and correct me when my business model is off-track. Never could I dream that I can have a practice of my own without forking out huge capital. I’m glad my mentor brought me to this business”

Defined Path to Your Career Success

As a Daniel Lim Organisation team of Financial Planners, you have a distinct advantage to pursue a structured path for your career success. With a clear two-tier structure, you can build a financial planning business as a career, progressing from a Financial Planner to a Senior Financial Planner and ultimately to an Executive Financial Planner within 2 years. Alternatively, if you have strong management operations, you can become an Associate Manager under the guidance of an experience Financial Services Director who will teach and guide you through the ropes of Financial Services operation and management.

AXA Financial Planning Centre of Excellence

The beauty of having a strong alliance with the AXA Group is that we are able to tap onto AXA Financial Planning Centre of Excellence. The Centre houses staff and specialists who can provide you with assistance and guidance in all areas of financial planning process. It provides you tools and strategies to understand clients’ psychology and grow your clientele. You get help every step of the way.

The Centre offers you a complete range of services devoted to increasing your skills and professionalism to deliver a more comprehensive financial solution. The services include;

Yaacob: “I was in the IT industry before before joining Daniel Lim Organisation. I only received adhoc by-the-way type of training then but since moving across to this organisation, I’ve realized that proper structured training, mentoring and the excellent marketing tools has helped me achieved the kind of success I’m today”.

Paraplanning Support

These are specialist to help you with strong analytical and technical skills. They are available to assist with the preparation of strategies for your customers’ financial plans. With the availability of software – Financial Fitness Profile & Personal Financial Profile, they make your life easier.

Technical Support

Financial Planning encompasses areas that may not be within your core business competencies. We provide technical support in areas such as taxation, estate planning with the cooperation of lawyers and accountants. We will make certain that you have access to the resources that assist you in planning for all areas of your clients’ financial well being.

Investment Research

We have a dedicated team of investment team to help you keep pace of the rapid financial and economic developments. You will be provided with regular economic updates as well as portfolio construction, asset allocation and investment. You will have easy access to investment information that will markedly improve and boost the quality of your investment advice.

Training & Development

We are committed to developing you professionally. Through our alliance with AXA, we offer you the PEAK programme, the only industry training industry training in Singapore that is accredited by the prestigious RMIT University in Australia. And leads to an international recognized Degree in Financial Services.

Marketing and Sales Support

Professional Sales Guide

We aim to help you convert appointment into sales. You will be given a thorough sales guide that include scripts, tools and strategies for each step of the sales process starting from your initial contact with your client to financial plan implementation and to annual reviews. We help you seal the relationship that will last a lifetime.

Marketing Excellence

The Organisation sets the industry standard with innovative marketing tools that help strengthen client relationship, generate leads and most importantly help you to grow your business.

We have developed a range of proprietary marketing tools to help you in building rapport and uncovering your clients’ financial personality. You can also make use of our marketing literature to educate your clients on the benefits of Lifestyle Financial Planning. This tool will set you apart from other planners as the approach to financial planning is less about managing money but more about managing their life.

In addition, we actively organise client building events including roadshows, seminars and marketing promotions that will provide you excellent business development opportunities. With our excellent innovative and marketing tools and programmes, you can win and retain clients.

Operational Service Standards

In order to succeed well, we provide an efficient and responsive back office infrastructure that exists to make sure that business stays efficient. You can rely on our cost effective resource within our administrative and operations office and this will mean you can reduce your office staffing and technology overheads as well.