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.
慧宾的服务态度很好，人又亲切。她很有耐心的把保险规划事项解释清楚。我会介绍她的服务给家人与朋友。
Janelle is excellent in her service attitude, she is kind and friendly. She patiently explained the insurance planning clearly. I will introduce her service to family and friends.
Yan Hua, IT Analyst
Janelle's a friendly Financial Services Consultant. She's knowledgeable in her area of field. She would understand my needs and share the informative financial updates and information with me proactively.
Cong Nyugen Thanh, Software Engineer
The overall financial health check session was very good. I could understand and visualise the financial planning journey clearly via the boat story. Would recommend Janelle's services to my friends.
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.
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.
Fugen, Event Planner
Janelle provides holistic financial planning. During the consultation, she would understand my background and requirements first before suggesting or recommending. I felt respectful and comfortable throughout the consultation process.
