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 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.
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.
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.
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.
Rae
As a fresh graduate, I feel it is important to know how to plan your financial and savings well from the start. Thus, I felt fortunate to meet up with Janelle to understand and know about financial planning. She is very professional and kind and resourceful in her work. She shared with me on how to plan my personal financial portfolio by showing me the timeline with life goals. I could fully understand the entire process and what can be done to ensure the financial stability at different life stages. Thanks Janelle!
Pong, Account Manager
I liked how Janelle being persistent in her approach and follow-up to arrange the meeting with me. She had demonstrated professionalism during the financial planning process. She listened and understood my needs, and came out with solution to address my concern. I'd recommend her to my family and friends.
