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Bartholomew Voon

Title: Consultant
Field of Study: BEng in Mechanical Engineering (University of Nottingham)
Qualifications: CFP, IFP, PMP, FIMM, PRS
Experience: 10th year
Field of Experience: Personal Finance

My Story:

I have over 12 years’ experience in building construction industry specialized in Project & Risk Management. My portfolio includes luxury high-rise residences, public infrastructure, office towers & shopping mall.

The first major financial lesson that I have learnt, it was when my first investment went south, I had no idea on how to manage my cash flow and that investment turned into a bad debt! Through guidance from FinAIMS coaches, my cash flow turned positive and debt level returned to a manageable level. I have learnt that one must gain control over his/her money, the lack of it will forever control you!

Today I have a certification of Financial Planning, focusing on Investment Portfolio Management & Risk Management. I am a firm believer that financial discipline is a must to meet one’s financial aims. Presently I am helping clients to create both short and long-term portfolios, diversifying through different asset classes to meet their aims.

“Someone is sitting in the shade today because someone planted a tree long time ago” – Warren Buffet

Lim Kay Chye: Clients
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