Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.
Financial Lessons From Mom That Built A Lasting Legacy
Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.
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 persistent with what she is doing. I like her way of doing consultation which is personalised and catered to my needs. We have established a good relationship after meeting for a few times.
Dylan Lai, Director
Janelle's a friendly Financial Services Consultant. She would understand my financial objective and needs first before giving any suggestions/ advices. During the consultation, she had provided me an overview on my existing portfolio, risk exposed and what could be improved.
Chloe, Gymnastics Coach
Janelle is a dedicated Financial Services Consultant who is passionate about delivering quality work and cares for her clients. She reached out to me proactively to arrange the appointment based on my schedule. During the consultation, she would do risk profile analysis and make sure I made well-informed investment decisions that aligned with my goals and risk tolerance. I feel assured during the financial planning process.
Shoureen Shah, Head of Procurement
She is able to listen and understand client's situation, providing advice per specific needs. I would recommend her services to those who need it.
Yang Ming, Engineer
Janelle is friendly and able to match the right product based on my needs. She proactively helped me to find and gather relevant information which was very helpful to my decision making process. I would recommend her service to my friends and family.
Sachin, Project Manager
Hui Pin (Janelle) is a humble lady. She will understand the needs first before proposing solutions that best fit into the requirements.
