KL
Kristen Lim
Founder & lead adviser
Career-changer turned mentor. Leads the agency's training and client philosophy.
Our advisors
A team that shares a single standard.
Different stories, one bar. Each adviser at SAL is trained, mentored and held to the same standard of care — because that's what the families we serve deserve.
DW
Daniel Wong
Senior adviser
Specialises in retirement income and intergenerational wealth planning.
SC
Sophia Chen
Senior adviser
Works with young families on protection and goal-based investing.
ML
Marcus Lee
Adviser
Ex-hospitality manager. Focuses on professionals navigating their first major plans.
RT
Rachel Tan
Adviser
Former educator, now advising on family financial roadmaps.
PN
Priya Nair
Adviser
Background in marketing. Specialises in women's wealth planning.
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We're always looking for the right kind of people — not the most people.
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