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Joan Tong

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
Proudly Brought to You
 
I seek to reach out to people who believe in creating a safe financial environment for 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.
 
Joan Tong
 
 
 
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WhatsApp me at +65 81886955   
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Testimonials and Referral Notes

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Patrick Chang. SimplyWills

I just met up with Joan today on how HQ could add value to our outreach process. She has shared with me some interesting ideas to explore and I believe that you’ll learn something useful from meeting up with her.

Xueli. Financial Consultant. Prudential Singapore

I lately got to finally catch up with Joan my senior. Being in this business for about a year now, I was introduced by an associate who was using the HQ platform. When I found out that Joan was working here and would be the one training us, I was pleasantly surprised. She takes her work seriously and does her best in supporting us. Not only does she does she impart how we can maximise the platform, she's also still as friendly and amiable as before. I have managed to get several referrals using the HQ system, and I'm excited to see how I can grow my business with their solutions. I strongly recommend!

Yugi Toh. Financial Services Director. Top of the Table. Prudential Singapore

Thank you HQ for creating the platform and act as a channel of word of mouth to let my clients know more about me. It is just a link away with a simply click then can let clients promote my good work by accessing my testimonials and share around with their circle of friends. Meanwhile, it helps me to manage and value add my clients on monthly basis. The articles are very creative and insightful and my clients love this initiative so much. On top of that, HQ acts as an admin to remind me to do list and sent the personalised greeting card to clients by just preset all the contents into system then I can have a peace of mind to focus on my daily meeting. We all know that we got to do something special for our clients, try out HQ, it is the most convenient and efficient channel 👍🏻

Cassie Xu. Financial Services Consultant. NTUC Income

Joan came to our office premise to conduct a session on how best to maximise the use of the client engagement platform, Headquarter. I found it very useful and it was fun. I think you'd enjoy getting to know her!

Eric Weng. Financial Services Consultant. AIA Singapore

I met Joan for a refresher training and I found it truly useful and refreshing. I'm excited to see how HQ helps me in my business. Her positivity is infectious and she's friend & approachable. I think you'll enjoy meeting and learning from her.

Christopher Lek. Senior Financial Services Manager. SP Group

Joan is an effective person in helping people to engage their clients in a more meaningful way. I think you will not regret meeting her. Do catch up with her soon!