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.
This is to appreciate Janelle Chong (Hui Pin) whom I've known for many years. She is a conscientious hard working person who are always cheerful. She is careful and meticulous with details and always willing to help. She's calm and composed when challenged in awkward situations as she always prepared with a solution. I will not hesitate to recommend her as a trustworthy person whom we can rely on anytime. She will be an ideal Financial Services Consultant if you will believe me. Sincere regards to Hui Pin.
Jian An, Marketing Manager
Janelle is very meticulous in analysing client's financial situation and advises accordingly the relevant plans that can help the client manage his/her finances better. She is very patient in explaining the plan details.
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.
Louise Loi
Janelle is an approachable and knowledgeable Financial Services Consultant. She will understand my stage of life and look into my portfolio planning accordingly. She always has my best interests in mind and ensures that the solution meets my financial needs and objectives.
Edwin Kiew
I wholeheartedly commend our Janelle for her exceptional attentiveness and sincerity. Her genuine care for our needs made us feel valued and heard throughout the entire process. It was refreshing to work with someone who prioritizes our interests over sales, creating a trustworthy and stress-free experience. Highly recommended!
Christopher, Mechanical Engineer
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.
