Jane Lim is a friendly character with a bubbly personality. She has the unique ability of making complex information sound simple and easy to digest. Jane entered the financial services industry in 2006, and worked with big blue-chip financial companies such as Count Financial Limited and AMP Financial Planning Pty Ltd before starting Prosper Financial Planning in 2010.
Jane is married with two kids under five, and highly appreciates the art of multi-tasking. She holds a Master’s degree in Applied Finance through Macquarie University, and she is a member of the Million Dollar Round Table. Being a highly motivated professional, Jane is always eager to help her clients on a wide range of financial planning needs.
What My Clients Have to Say
"My wife and I are so pleased that we engaged Jane Lim as our Financial Advisor. From the beginning Jane took great care to understand our financial situation, our goals, our concerns and appetite for risk before putting together a comprehensive investment plan.
Eighteen months in and our investment portfolio has returned great results; significantly exceeding the performance of our previous industry super fund.
Jane is professional, accessible, and has the ability to communicate the complex in simple terms. We only wish we found Jane earlier."
Sean and Coralie Christie
"Jane's professionalism and knowledge in financial planning and superannuation go beyond expectation. I wasn't an expert in those areas, as a matter of fact I had no ideas at all. Then Jane came in to the rescue and worked with me to ascertain an appropriate risk profile and recommend suitable investment strategies and products.
Jane also helped me claiming my personal insurance and took care of all the process. I was thrilled when Jane was willing to go the extra mile to pick up all the necessary hard-copy documents from my place as I was unable to travel due to my injury.
I am one happy client and highly recommend Prosper Financial Planning."
"Prior to meeting Jane, I had little knowledge of financial planning and was unsure of the best investment strategy for my needs. I knew that I did not have the expertise and time to maximise my savings and Jane has played an integral role in building my personal financial well-being.
Jane is highly client focused and will fight tooth and nail for the best outcomes for her clients. She took the time to get to know me and worked out a plan that accounts for my goals and expectations. I’m impressed with her knowledge, transparency and personable approach. I’m confident that Jane will continue her excellent work over the years to come."
"Hi Jane. I'd just like to thank you again for your assistance last year. I'm so much better off financially this year. It's a great feeling to be up to date with regular bills and even ahead with my mortgage.
I'm a different person to last year.
Once again thanks heaps!"
Interested in becoming a satisfied client? Get in touch with me today and see how my services can benefit you and your family.