Zhi Huan

Client Profile

Who They Are

Lim Zhi Huan works in Singapore as a Financial Consultant and Estate Planning Practitioner. She is an Authorised Representative of AIA Financial Advisers Pte Ltd under LSY Group, and wealth management is her specialty. She graduated from Singapore Management University and leads a team within Ascendance Wealth Management.

She found the industry early. As a university student she helped her parents work out whether retirement was within reach, and that exercise became her career. These days she advises clients of all ages on asset allocation. Her credentials include FOREX Trader, Convention Qualifier 2023 and Estate Planning Practitioner.

The Brief

What We Set Out To Do

A site for a financial adviser needs to cover three things: who she is, the AIA representative disclosure word for word, and a simple way to get in touch. For Zhi Huan, simple means WhatsApp. So we opened the page with a light patterned hero, a serif headline, a Contact On Whatsapp button, partner logos and her portrait. Under that, a white card tells her story and lists her accreditations. A peach Live A Life That Outlives You banner breaks up the page, and six icon cards run from financial advisory to legacy planning. A slider of client quotes follows, then a navy section on why managing wealth should be straightforward, placed next to a team photo. The page ends with a Schedule A Strategy Consultation block and a social follow panel, above a footer with the regulatory text and financial disclaimer.