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 is attentive and passionate with her job. She is humble and answer all my questions carefully. It is easy to get in touch with her, and she is responsive with all the queries in short period of time. Good after-sales services.
Eve, Trainer
Janelle is a very responsible person. She knows that financial services is a career that can help and impact many people live positively. She always knows what her goals are and is very serious about it. I will not hesitate to recommend my friends who need her financial planning services.
Ing Ming, Engineer
Janelle's very responsive Financial Services Consultant. She'd respond to my enquiries swiftly. While designing the financial portfolio, she'd understand my needs first and explain the policy details patiently.
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.
Swapnil, Assistant Director
Janelle is an active listener who is good with communication. She's able to explain well during the consultation. On top of that, she's also very consistent with her approach and follow up.
Sravan, IT Security Analyst
I am pleased with Janelle's professionalism and expertise. She listened to my concerns and enquiries for investment planning attentively and addressed them accordingly. She analysed the features and benefits of each solution and whether it could meet my expectation and risk profile.
