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B'artner AI Empowered Financial Planning
Empowering Your Business with Financial Expertise

Disclaimers

This website is the personal website of Bernard Lim. All views, opinions, and information expressed on this website are solely my own and do not reflect the views of PFPFA Pte Ltd (Reg. No 202008481K) or PFPLEGACY. This website is not affiliated with, endorsed by, or sponsored by PFPFA or PFPLEGACY in any way.The content on this website is provided for general informational and entertainment purposes only. It is not intended as professional financial, insurance, legal, tax or any other form of expert advice. Do not rely on any information on this website to make decisions - always seek the assistance of a relevant qualified professional.I make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability of the website content. Any reliance you place on such information is strictly at your own risk. I disclaim any liability for any loss or damage incurred as a result of using or relying on the information provided on this website.The website may contain links to third-party websites that are not owned or controlled by me. I have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third party websites. I cannot guarantee that the links will work all of the time and I have no control over the availability of the linked pages.All content and intellectual property on this website, including but not limited to text, graphics, logos, images and software is my property. You may not reproduce, modify, distribute or republish materials contained on this website for commercial use without my prior written consent. By visiting and using this website, you acknowledge that you have read, understood and agree to be bound by this disclaimer and the terms and conditions of this website. I reserve the right to modify this disclaimer at any time without notice.If you have any questions about this disclaimer, please contact me at bernardlim@pfplegacy.com.

Who We Are
B'artner excels in crafting personalized estate and retirement plans to secure your financial future.
  • Expertise: Over 20 years of experience in the financial industry
  • Specializations: Estate planning and retirement planning
  • Innovative Approach: Leverages cutting-edge AI technology to enhance sales process and workflow
Our Core Focus Areas
Providing comprehensive estate planning services with the support of in-house lawyers to ensure your legacy is protected and efficiently transferred.
Helping clients achieve a secure and comfortable retirement through tailored financial strategies.
Private Client Services
Our private client services provide personalized attention and custom solutions for high-net-worth individuals.
Personalized investment plans maximize returns while managing risk, based on your goals. Our experts analyze the market to provide informed advice.
Our business succession planning ensures a smooth transition tailored to your needs..
Employee Benefits
Our comprehensive benefits package supports your team's wellness and productivity.
General insurance
Our insurance options protect your assets. Our team assesses your needs and recommends policies for your home, vehicles, and valuables. With trusted partners, you'll have peace of mind.
Philanthropic Planning
Our philanthropic services help you create a giving strategy aligned with your values.
Education Planning
We help families plan for education costs. Our team reviews your finances and recommends tax-advantaged saving to achieve your education goals.
Our Approach
Comprehensive Expertise
With over 20 years of deep industry experience, our team brings a wealth of specialized knowledge in estate and retirement planning to every client interaction.
AI-Powered Innovation
We have embraced cutting-edge AI tools to drive efficiency and effectiveness, using data-driven insights to create more personalized and strategic recommendations for our clients.
Innovative Environment
Our commitment to innovation is reflected in the very workspace we've created, which fosters creativity, collaboration, and productivity, keeping our team at the forefront of financial planning technology and best practices.
AI Tools We Use

1

Content creation
Content creation, client communication, and relationship management.

2

Research AI & Videos engagement
In-depth research, analysis, and engaging video production.

3

Data & Project management AI softwares
Presentations and efficient project management.
Our Trusted Partners
At our practice, we leverage strategic partnerships to offer clients comprehensive financial solutions. Our network includes leading life and general insurers, as well as innovative investment firms, providing access to cutting-edge products and services.
Insurance Partners
Investment Partners
iFAST Financial
Singlife GROW
Tiger Brokers
General Insurance Partners
AIG Asia Pacific Insurance Pte. Ltd.
Allianz Insurance Singapore Pte. Ltd.
April Singapore Pte. Ltd.
China Taiping Insurance (Singapore) Pte. Ltd.
Chubb Insurance Singapore Limited
Cigna Singapore
EQ Insurance Corporate Limited
Etiqa Insurance Pte. Ltd.
FWD Singapore Pte. Ltd.
Great American Insurance Group
Great Eastern General Insurance Limited
HL Assurance Pte. Ltd.
HSBC Life (Singapore) Pte. Ltd.
Liberty Insurance Pte. Ltd.
MSIG Insurance (Singapore) Pte. Ltd.
NTUC Income Insurance Co-Operative Ltd.
QBE Insurance (Singapore) Pte Ltd
Raffles Health Insurance Pte. Ltd.
Singapore Life Ltd.
Sompo Insurance Singapore Pte. Ltd.
Tokio Marine Insurance Singapore Ltd.
United Overseas Insurance Limited
Benefits of Joining Our Team
Cutting-edge Technology
Access to state-of-the-art AI tools that streamline your work and enhance productivity.
Continuous Learning
AI-assisted training programs to keep you at the forefront of industry developments.
Innovative Work Environment
Experience a futuristic workplace that embraces technological advancements.
Enhanced Client Service
Leverage AI to provide more personalized and data-driven advice to clients.
Efficiency Boost
Automate routine tasks, allowing you to focus on high-value client interactions.
Competitive Edge
Stand out in the market with AI-powered insights and strategies.
Collaborative Culture
Join a team of forward-thinking professionals who embrace innovation.
Career Growth
Develop valuable skills in AI and data analytics, positioning yourself for future success in the evolving financial industry.
Work-Life Balance
AI tools help optimize your workflow, potentially improving your work-life balance.
Industry Leadership
Be part of a pioneering group shaping the future of financial planning in Singapore.
Comprehensive Support Systems
Business Assistance
Marketing Support: Approval processes for promotional materials
Compliance Guidance: Frameworks like the Balanced Scorecard
Professional Environment

Ethical Practices
We maintain a clear code of conduct and market conduct guidelines, ensuring that all team members adhere to the highest ethical standards in their financial planning practices.

Structured Advisory Sales Process
Our team operates within a comprehensive framework designed to ensure quality and compliance in all client interactions and financial recommendations.
Career Opportunities
Clear Promotion Pathways
We offer a structured career progression from Wealth Associate all the way up to Executive Director level. This clear path allows you to visualize and plan your professional growth within our organization.
Leadership Roles
As you advance in your career with us, you'll have the opportunity to build and lead teams. This ability to take on leadership roles as you progress ensures that your career remains dynamic and challenging.
AES Program
Join The Team
Transform your financial planning career with AI-powered tools and exceptional client value.
Contacts Informations
Office Location
Suntec Tower 2