In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together.
2024 Financial Goals: 5 Resolutions to Avoid
Kay Dee Cole advises avoiding vague or overly ambitious financial resolutions for 2024, emphasizing realistic, value-aligned goal setting.
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's passionate with helping people in financial planning. She is caring and serve people with all her heart. People are more open-minded to discuss the financial goals and issues with her. I would recommend her services to my family and friends.
Jeffrey, Draughtsman
Janelle did the consultation properly. She would provide the recommendations based on my needs and concerns. Her way of consultation made me feel comfortable with assurance.
Bee Keng, Accountant
Janelle understood my work schedule and arranged the appointment according to my schedule. During the consultation, she listened to what I wanted and recommended the right solutions to my portfolio. I am pleased with the overall experience.
Michelle Shim, Admin Officer
Janelle (Hui Pin) is a friend of mine who I have known for 8 years. She is someone trustworthy and reliable who I can trust with. I'm satisfy with her advise and service as she is able to recommend the product that fits well to my budget and portfolio.
Enrique & Macarena
Janelle's a reliable Financial Services Consultant who we trust with. She's very responsive with our enquiries and put us as her priority when we need her assistance. Most importantly, she will make time for us when we need her. We will recommend her services to our friends who are working in Singapore.
Dunstan, Quantity Surveyor
As a first time insurance purchaser, Janelle has truly analysed and understand my needs. She has very strong knowledge and knows her products well. It was a great experience on my first purchase.
