With over 20 years’ experience, Sidney and his team focus on fully understanding their clients’ goals and values before utilising their expertise to deliver the desired outcomes. Fundamentally, his passion is to transform the “complex” to “simple”, and more importantly, for him to enjoy long term and successful relationships with his clients.
Sidney understands that wealth is more than just having money and relishes assisting clients plan and enjoy many milestones, from preparing for a growing family to transitioning to, and enjoying a rewarding retirement. Strategies are developed with the clients’ involvement to ensure that they have a say and an understanding of their various options prior to implementation. Where it is an important consideration, Sidney takes an active approach to responsible investing money and is committed to the fiduciary responsibilities of the Principles for Responsible Investing (PRI). Sidney believes that taking an ethical approach to investing should not compromise the benefits of long term investing for intergenerational wealth accumulation and wealth protection.
Having a core value of ‘Living life with Balance’, Sidney’s most important job away from the office is being a great father to his son and daughter. Sidney is a keen cyclist, skier and golfer. His other interests include travelling, cooking and eating good food. Being a sports-mad person, he has also been told he is living vicariously through his children’s sporting pursuits.
Sidney Lim is an authorised Representative of Fitzpatricks Private Wealth Pty Ltd ABN 33 093 667 595, holder of Australian Financial Services Licence (AFSL) No. 247 429