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Joan Tong

In Touch

A Monthly Curated Newsletter

In an environment of rising inflation and uncertainties in global geo-political climate, almost no one is spared from the economic consequences of the day. It is therefore more important than ever to be intentional and mindful in how we manage our finances in our daily living. Here, I have put together some resources which you can tap on to help you gain a better insight on how you can be more savvy with your money.

Inflation woes? We crowdsourced 9 grocery-shopping tips from aunties

Feeling the pinch? Here's a list of simple hacks when you're out shopping for essentials.

 
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How To Create a Personal Budget in 6 Steps

Budgeting allows you to effectively track and manage your income so you can control how much you spend and save. Use the following steps to create and manage a successful budget

 
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JAPANESE MONEY SAVINGS TIPS - Kakeh - Shsei

 
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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.
 
Joan Tong
 
 
 
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DISCLAIMER

This newsletter is not representative of the views of the company.

© Joan Tong, All rights reserved.

Testimonials and Referral Notes

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Corinne Teo. Prudential Singapore

Today Joan came over to bring us through on how we can use HQ for our benefit in our workflow system. Found it interesting and useful. You should hear from her!

Vanessa Low. Associate Financial Consultant. Prudential

Joan is very adept at explaining how the system works and she's good at demonstrating we can maximise the HQ system. We found the session to be insightful and practical and I highly recommend any salesperson out there to adopt this system.

David Chua. Financial Services Director. AIA-SP Affluence

Joan came to do a training for our group and we found it incredibly useful and insightful. I think anyone in Sales can definitely from this system!

Samuel Wong. Financial Services Manager. Perennial Alliance. Great Eastern Life

We first had Joan come down to our premise to do a training with us on how to use the Headquarter platform. It was interesting induction session. Beyond that, she is also responsive and helpful and does her best to deliver whenever we need assistance and advise on how best we can use the system. I would like to thank Joan and her team for their continued support and dedication. Looking forward to working towards boosting and empowering our advisory system to the next level! πŸ’ͺπŸ»πŸ˜‰πŸ’ͺ🏻 Cheers!

Peter Lim. DPG Group

Joan came down today to share with us how HQ can be used to or advantage in our advisory system. I think it’s worth for you to explore and get to know her.

Aderline. Financial Consultant. CO Wealth Advisory

A few of my colleagues met up with Joan for a session and we found her to be helpful and professional. She also did not hesitate to give us ideas, tips, insights and inspiration in which we found applicable. So it you're in the sales line, do get to connect with Joan and check out this cool HQ platform!