“Stay Hungry, Stay Foolish”

- Steve Jobs

Shane Sim

Shane GEsolo9Feb538

Shane Sim

Manager, Financial Services



First and Last.

As a fresh graduate starting out this career, the mindset was the career to be first and last I will ever do. Blessed to be in career for 8 years and met lots of mentors in Advisors Clique.

As I taken up leadership role, I constantly seek talents that are align to our team values and integrate them to be part of the team.

“The strength of the team is each individual member. The strength of each member is the team” – Phil Jackson.


I continue to be inspired by the growth of every individual associate and appreciating how all hurdles are being challenge successfully through this journey.


Professional Qualifications

AWP® (Associate Wealth Planner)
AEPP® (Associate Estate Planning Practitioner)

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How can I help you


Protection planning is the foundation of a holistic and comprehensive financial plan. It’s essential to go through a detailed fact-finding process which will allow us to identify the financial impact to you and your family when an adverse event arises (Pre-mature Death, Illnesses). We plan out bespoke solutions to protect your income using our tailored strategy.


Personal Finance Advisory Service

All different life stages bring about different challenges and needs. From buying your first home, your first car, children’s education to your very own golden retirement nest egg. With our extensive knowledge and experience, we help to design and structure actionable strategies to achieve your goals.


Personal Finance Advisory Service

We also give our client a piece of mind, by ensuring that their dependants are taken care of, in the event of their demise. Our financial consultants are trained in Estate planning and are able to provide professional advice and plan for proper transfer of assets through Wills & Trust. We structure Universal Life policy to enhance retirement and create a meaningful legacy.


Personal Finance Advisory Service

Business succession is a vital, yet often overlooked part of a long-term business strategy.

We understand the significance of a good business succession plan to protect your business when unexpected tragedies impact your key executives. This ensures the uninterrupted flow of business with cash compensation and the certainty that your business will survive with its key employees.

Business Succession

Business Advisory Service

Hiring and retaining talent are keys to any organisation's success.

An organisation that genuinely cares for its employees is one that will be appreciated by their talent, as employees know their well-being is being taken care of by their employer.

Attract and retain dedicated talent to your company with employee benefits and see your company's existing talent nurture and grow within your organisation.

Employee Benefits

Business Advisory Service

Business security plays a critical role in ensuring uninterrupted and smooth operations. However, even with extreme cautiousness, that is still insufficient. You need to foresee and implement strategies to mitigate the potential damages and/or losses caused by unforeseen circumstances.

Commercial Business Insurance

Business Advisory Service

Shane Sim

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