Hi! I am Happy Lim Lay Poh
Hi! I am
Happy Lim Lay Poh
Happy Lim Lay Poh is a dedicated and passionate financial advisor based in Selangor, who has been in the industry since 2012. Her inspiration to join the industry was driven by her desire to spread financial knowledge and promote work-life balance. Happy is known for her commitment to understanding her clients’ needs and providing them with the best solutions to help them accumulate wealth and achieve their financial goals. Her customer-centric approach ensures that her clients can expect a responsible, caring and hardworking financial advisor who strives to help them work smarter and achieve a healthy balance between their financial and personal lives. With her expertise in helping clients accumulate wealth and manage their emotional wellbeing, Happy is the go-to advisor for those seeking a comprehensive approach to their financial health.
Expertise in
- Fellow Certified Life Practitioner (FCLP)
- Registered Financial Planner (RFP)
- Certificate Examination in Investment Linked Life Insurance (CEILLI)
- Pre-Contract Examination for Insurance Agents (PCE)
- Life Insurance
- Will Writing and Trusts
- Loan Management