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.
You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above.
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.
I feel comfortable discussing financial planning matters with Janelle. She is professional, not pushy, and takes time to understand my needs before recommending suitable options to address my concerns.
Bernard, Engineer
Janelle was persevering, yet not pressurising with her approach. She's approachable and professional in providing the right information for my financial planning, while not being overwhelming with it.
Jasmine, Application Analyst
Janelle's very friendly, approachable and experienced in her area of expertise. She listened to my needs and customised the retirement planning based on what I want. Definitely will recommend her to my family and friends.
Kelvin Tan, Amway Business Owner
Hui Pin (Janelle) is very good with customer interpersonal communication skill. She is friendly and understands customer needs. Awesome! Keep it up!
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.
Rey, IT Analyst
Janelle is a good communicator. She explained insurance products clearly, able to suggest and customize a solution based on my needs. A plus point about her services is punctuality and preparedness for the meeting, I am happy and satisfied with the overall experience.
