Douglas Lim

Financial Services Manager | MDRT

Company :

Capital Choice Southwest and Copper Mountain Insurance

Year Established :


Type of Insurance :

Life Insurance, Medical Insurance, Vehicle Insurance, Industry Insurance

Contact Number :

016-887 9586

Hours of Operation :

8.00am – 6.00pm Monday to Saturday
While many people make the transition to financial planning from other careers, Douglas always knew he wanted to work in this field. He is a Financial Services Manager and team leader who holds a Masters Degree in International Finance with a major in Risk Management.

As a former relationship manager of OCBC Bank, Douglas oversees Life Chapter’s relationship with new and existing clients and considers customer centricity paramount to success. When working with clients to plan their financial portfolio, Douglas’s goal is for him and his team to always create a positive experience that will keep clients on track. Before ever presenting products or recommendations, Douglas and his team first listen to understand the needs of the client and their individual circumstances.

Beyond having a wide breath of product knowledge for different financial programs and solutions, Douglas is also the kind of leader who mentor his team of financial services consultant to take the time to understand and think about different scenarios without any obligation for the client. Instead, Douglas advocates that he and his team to put their best effort forward for their clients. This ensures that clients can look to them as trusted advisors whenever the need arises.

As a leader, Douglas always admires and encourages fresh and promising talent. He is offering the opportunity to new financial services consultant to become a part of his team and emerge as Premier Advisors in the future. Anyone who joins Douglas’s team is assured a positive and constructive environment where Douglas takes a keen interest in the growth and success of his team members. Each day when Douglas comes to work, he is driven by a passion to help people achieve their dream life in an attainable timeframe. His clients trust him and his team with their portfolios and their dreams and that is something he treats as a privilege and an honour. Outside of his everyday role, Douglas also found the time to co-found One Estate Solution, which focuses on special needs planning to ensure the long-term financial security of children with special needs. When he isn’t working, Douglas loves soccer and never misses an English Premier League match. He also loves the company of friends and enjoying time at home.

Wall of Trust

Testimonials & Referral Notes

Douglas is personable, experienced, sincere, friendly and thoughtful.

My experience with him for the past 2 years has been great as he puts the interests of his client first. He is someone who can be trusted to first understand the current needs and circumstances of his client before proposing a proposal if needed.

He is more than just a financial advisor but someone who is there to listen, discuss and brainstorm possibilities with you with no obligations. His advice is achievable, sound and practical. This makes me very comfortable in approaching him.

Kenny & Family

Douglas is a very friendly and patient adviser, who never fail to answer to my personal and family needs with great professionalism. He has also been very responsible in regularly updating and reviewing on our policy, especially during this Covid-19 period. His more like a friend than your average advis

Jacob & Family

I can tell that Douglas is very passionate about his job as a financial planner. He shows professionalism in his job and only provide advices that are based on individual’s needs and capability. With these values that not all FA possessed,

I’ve decide to entrust my personal and financial portfolio with him. He is also doing a great job with my family’s planning as well!

I would recommend Douglas to people who are considering to get themseves invested or even a simple portfolio review.

Zhi Wei