Biography

Before joining financial services, Casin began her career in e-commerce logistics. Like many, the pandemic gave her time to pause and reflect—not just on work, but on life. After a year of thoughtful reflection, Casin chose to become a financial advisor with intention and purpose.

This wasn’t a random move. Having seen firsthand the impact of good financial planning, Casin believes in a holistic approach—focusing on people, their goals, values, and future, not just products.

Today, Casin is dedicated to helping individuals and families plan with clarity, confidence, and heart. For Casin, financial planning is about more than growing wealth—it’s about creating peace of mind and the freedom to focus on what truly matters.

 
 

Principles & Values

Casin believes financial advice should feel like a genuine conversation—built on trust, not a pitch. To her, lasting connections matter most. She works closely with each client to understand what truly matters, approaching planning as a collaborative journey. As an independent adviser with finexis, Casin values transparency and provides honest, unbiased advice tailored to each person’s unique goals and needs. Her greatest reward is making clients feel safe, heard, and confident. For Casin, success means helping people move closer to the life they want—and earning the kind of trust that inspires them to connect her with the people they care about most.

 
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"What drives me is the chance to make someone feel seen, safe, and supported — to help them move closer to the life they’ve always wanted, with confidence and clarity."

- casin lim

Clients’ Endorsements

Casin Lim Testimonials

Casin and I vibe very well! I am very comfortable with her. She is knowledgeable and efficient, always well prepared in giving me solutions catered personally for me, so I can achieve my dream life without worrying about my finances!

How she has helped me:

Increase coverage by 300%

Total lifetime savings of $148,618

$4,500/month passive income by age 60

I have referred 8 of my closest friend to her, and I hope that they can benefit from meeting her, just as much as I did!

- Yeo Xiu Wen, Fund Administrator

"I was referred to Casin by my sister. Meeting Casin helped me to have a clearer picture of my overall finances, what I need and what I should do to achieve the life that I want, without compromising on my current lifestyle. With finexis as a platform, I have greater confidence that the solutions recommended to me are the most suitable for me. 

Not only did Casin help me to increase my total insurance coverage by $2,050,000, she also helped me to boost my retirement returns to achieving my first $1,000,000 before age 60!

I recommended 6 of my closest friends to her, and I hope that they can benefit from meeting her just as much as I did."

- Rui Xia, Civil Servant

 

THE KEY TO SUCCESS IS NEVER ABOUT THE HOW.
THE KEY TO SUCCESS IS KNOWING WHY YOU ARE DOING WHAT YOu ARE DOING

 
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