Alvin Lim
Dedicated & Experienced
Branch Director
@Athena Best Financial (S) Pte Ltd
Oct 2026 - Current
With over 15 years in financial services, my journey has grown from advising families to developing consultants and leading teams. Today, as Founder of Heartitude, I am building a more holistic advisory practice; expanding into Employee Benefits, business solutions and legacy planning, while keeping people, integrity and purpose at its heart.
Associate Director @PAFA FA Pte Ltd
Nov 2025 - Aug 2026
I learned that leadership isn’t about authority or persuasion... It’s about heart, structure, and consistency. Building people, setting clear standards, and embracing different perspectives matter more than quick wins. I’m still learning, still refining, and committed to leading with purpose and integrity.
SENIOR FINANCIAL CONSULTANT
@Prudential
Mar 2018 - Oct 2025
I have learnt that my time on earth is not just earning an income, but also about maximising it for the many people that shares a common good for the community.
FINANCIAL SERVICE CONSULTANT
@AIA
Nov 2010 - Jan 2018
Growing your roots in the right environment is crucial for any long term profession. Contributing to help other consultants to be more ethical, positive, helpful and empathatic has rewarded me richly with fulfillment.
SALES DIRECTOR
@Fusion Com Pte Ltd
January 2002- Oct 2010
Salesmanship can be fun and rewarding. Only when you can feel that way, your prospect can feel that vibes and BE engaged. Look forward to all meetings and appointments!
April 2019
April 16, 2020
Sept 23, 2016
Jun 21, 2016
CLIENT TESTIMONIALS
Great Feedback
Did a review today, for 6-7 mins, total $235.40... a plaster and a thin layer of bandage. procedure cost $107.. On a positive side, no need for antibiotics and stitches can be removed in 1 week's time.
Still, thank goodness I have accident policy in place. Never underestimate the power of kena kiap by drawer that leads to the need of surgery to cut open and dig out the think layer of additional flesh. #eeeks
Look for my friendly and on the ball agent for more details if you wanna find out more - Alvin Lim
Lynn Kwek
My previous agent never bother to explain to me what I need, she just wanted me to buy and buy which I got fed up and called the insurer to terminate my policies. Alvin came and went through with me patiently what I have, what I do not know, and helped me to better appreciate my overall policies in a new perspective and designed a strategy that made a lot more sense for me and my wife. 10 years later he is still helping me with my wife's claims.
Jason Ong
Thank you for coming to see me regularly while i was hospitalised for months. Your positivity, encouragement and helping me deal with the claims matter, seeing it through to the end.
Anonymous
CREDIBILITY
April 2019
TESTIMONIAL
Effective Consulting
PERSONAL FRIENDSHIP
March 2020
CARE AND EMPATHY
March 2016
CONVICTION
May 2016
