Built for Singapore · MAS-regulated advisors

One link for your credentials, products & contact

A client-ready portfolio page you can share on WhatsApp — eight templates, trust-first design, and contact links that work on any phone.

  • Free 30-day Plus trial on signup
  • 3 free templates · 5 with Plus
  • WhatsApp & social contact links
FREE 🛡️ Protection First
AL

Alex Lim

Financial Advisory Representative

Protection-first planning for Singapore families.

🇸🇬 Singapore·MAS Regulated
⚖️Representative is registered with MAS. Information shared is general in nature and not personal financial advice.MAS Regulated

I help Singapore families and professionals build protection-first financial plans — from term life and Integrated Shield to retirement and legacy planning. Independent advice, MAS-regulated.

Life, health & accident coverage for Singapore families

🏥RecommendedPrivate hospital
Prudential PRUShield Plus
Integrated Shield Plan · Prudential
📈Popular8-yr plan
Great Eastern SmartRetire
Endowment / Savings · Great Eastern
🤝MAS Regulated$600/mo payout
CareShield Life Supplement
CareShield Life Supplement · Singlife

WhatsApp or social — tap to connect

FREE 🏆 Credentials & Trust
AL

Alex Lim

Financial Advisory Representative

Protection-first planning for Singapore families.

🇸🇬 Singapore·MAS Regulated
⚖️Representative is registered with MAS. Information shared is general in nature and not personal financial advice.MAS Regulated

I help Singapore families and professionals build protection-first financial plans — from term life and Integrated Shield to retirement and legacy planning. Independent advice, MAS-regulated.

12+
Years Experience
800+
Families Served
MDRT
Qualification

MAS-regulated · verified qualifications

🏅MAS Representative No.ABC123456
🏅FirmSample FA Pte Ltd
🏅CFP®Certified
🏅MDRT2024–2025

Real cases — names anonymised for privacy

Young couple, first home
Term + Shield upgrade
$1M life cover + private hospital IP
Saved 22%
Self-employed, 40s
Disability income + CI
Income protection until age 65
Fully covered
"

Clear, patient, and never pushy. Helped us compare Shield plans properly before deciding.

— Michelle & Jason, Punggol

WhatsApp or social — tap to connect

PLUS 🏥 Shield Specialist
AL

Alex Lim

Financial Advisory Representative

Protection-first planning for Singapore families.

🇸🇬 Singapore·MAS Regulated
⚖️Representative is registered with MAS. Information shared is general in nature and not personal financial advice.MAS Regulated

I help Singapore families and professionals build protection-first financial plans — from term life and Integrated Shield to retirement and legacy planning. Independent advice, MAS-regulated.

Hospitalisation coverage beyond MediShield Life

🏥
Why upgrade your Shield?

Compare IP riders, co-insurance & deductibles across insurers before choosing ward class and coverage.

🏥
Prudential PRUShield Plus
Integrated Shield Plan · Prudential
Private hospital
📈
Great Eastern SmartRetire
Endowment / Savings · Great Eastern
8-yr plan
🤝
CareShield Life Supplement
CareShield Life Supplement · Singlife
$600/mo payout

WhatsApp or social — tap to connect

PLUS 💎 Full Advisory
AL

Alex Lim

Financial Advisory Representative

Protection-first planning for Singapore families.

🇸🇬 Singapore·MAS Regulated
⚖️Representative is registered with MAS. Information shared is general in nature and not personal financial advice.MAS Regulated

I help Singapore families and professionals build protection-first financial plans — from term life and Integrated Shield to retirement and legacy planning. Independent advice, MAS-regulated.

12+
Years Experience
800+
Families Served
MDRT
Qualification

MAS-regulated · verified qualifications

🏅MAS Representative No.ABC123456
🏅FirmSample FA Pte Ltd
🏅CFP®Certified
🏅MDRT2024–2025

Protection, wealth & health — tailored for Singapore

🏥RecommendedPrivate hospital
Prudential PRUShield Plus
Integrated Shield Plan · Prudential
📈Popular8-yr plan
Great Eastern SmartRetire
Endowment / Savings · Great Eastern
🤝MAS Regulated$600/mo payout
CareShield Life Supplement
CareShield Life Supplement · Singlife

Real cases — names anonymised for privacy

Young couple, first home
Term + Shield upgrade
$1M life cover + private hospital IP
Saved 22%
Self-employed, 40s
Disability income + CI
Income protection until age 65
Fully covered
"

Clear, patient, and never pushy. Helped us compare Shield plans properly before deciding.

— Michelle & Jason, Punggol

WhatsApp or social — tap to connect

See all 8 templates ↓

Sample portfolios

Pick a layout that fits how you work — each card shows what it's best for. Open a live demo to see the full page.

FREE 🛡️ Protection First

Sharing your core protection plans in one glance

Life, health & PA product grid

View live sample ↗
FREE 🏆 Credentials & Trust

Building trust before the first conversation

MAS stats, certs & outcomes

View live sample ↗
FREE 🌱 Resources First

Advisors who share guides and FAQs

Free guides & ask-me topics

View live sample ↗
PLUS 🏥 Shield Specialist

Hospitalisation & Integrated Shield specialists

Integrated Shield hero + list

View live sample ↗
PLUS 💰 Wealth & Savings

Wealth, ILP & retirement planning

ILP, endowment & retirement

View live sample ↗
PLUS 📋 Free Policy Review

Driving free policy review bookings

Complimentary review CTA

View live sample ↗
PLUS ⚡ Minimal Contact

A clean digital name card — photo & WhatsApp only

Profile & links only — ultra clean

View live sample ↗
PLUS 💎 Full Advisory

Your full story — stats, products & testimonial

Stats, products & testimonial

View live sample ↗

Simple pricing

Sign up free — every account starts with a 30-day Plus trial via Stripe.

FREE

Free

$0 forever
  • 3 portfolio templates
  • Up to 4 products
  • WhatsApp & social contact links
  • 6 colour themes
  • Shareable advisorlink link
Sign up free

How it works

  1. Sign up — pick a template and add your photo & MAS details.
  2. Customise — add products, credentials, or resources. Preview live in the builder.
  3. Share — drop your link in WhatsApp status, Instagram bio, or email signature.

Build yours in minutes

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