In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.
The Richest Man in Babylon by George S. Clason
Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.
I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
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DISCLAIMER
This is not an official AIA newsletter. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.
Janelle is an active listener who is good with communication. She's able to explain well during the consultation. On top of that, she's also very consistent with her approach and follow up.
Wong Yan Yan, Senior Manager
Janelle's a friendly and approachable Financial Services Consultant. She's professional and knowledgeable in her area of field and I felt very comfortable throughout the consultation process.
Thi Diep My, Engineer
Janelle's a friendly Financial Services Consultant. She proactively provided me the information relevant to my financial portfolio to address my concerns/needs. Most importantly she explained well on how can I do better in financial portfolio planning.
Sean Ong, Manager
Janelle is a good listener. She will listen and understand my perspective before giving me any advice or recommendations. She is generous in sharing her knowledge and experience as well. She always engages me with a cheerful conversation that make me feel very comfortable.
Sathish, Finance Manager
I'm satisfy and impress with the professional financial service provided by Charles and Janelle. They are friendly, patient and able to explain the financial tools clearly. They understand my concern and address my needs that align with my financial goals. I would recommend their service to my friends because I want them to be able to enjoy the fruitful experience that I have.
Yvonne, Project Manager
Both Janelle and Angela were patient in understanding my needs before diving into offering the range of products and services available under AIA.
What I really appreciated was that both of them were genuine and not pushy at all. Through their assessment I got a better understanding of what was my current financial situation and what products will best cater to it.
I would be more than happy to recommend Janelle and Angela to my family and friends.
