View this email in your browser

Joan Tong

In Touch

A Monthly Curated Newsletter

As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well.

Women are more likely to leave financial planning to their spouses. Here’s why that’s a problem

New research finds that women tend to leave crucial money moves up to their spouses or significant others, which sets them back financially. This tendency is especially prevalent among women ages 20 to 34. Couples can take several steps to make sure both sides have a say in big financial decisions.

 
read more
 

How to Retire Early Even If You Have Kids

The Financial Independence Retire Early (FIRE) movement encourages followers to reach early retirement through a combination of frugal living, smart investments, and passive income. Here's how to meet that goal while raising children.

 
read more
 

Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance

 
view video
 
 
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
 
 
 
WhatsApp Me
-
unsubscribe
You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above.

DISCLAIMER

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

© Joan Tong, All rights reserved.

Testimonials and Referral Notes

View the full list

Christopher Joo. Financial Consultant. AIA Singapore

Joan came to our agency to do a training and we thought it was highly informative and engaging. She was also in giving us ideas in which we found practical and I highly recommend any salesperson to adopt this system. Get to know her!

Sally Chew. Senior Financial Planner, Great Eastern

I just want each of you to know how great Joan is! She came to support us with her 100% to walk us through how we can best maximise the potential of HQ for ourselves. She’s the person you want to meet in the morning - contagious happy vibes! The session went so well because of her genuine effort and patience with us. Through her training session, I am able to fully optimise my usage of HQ. Thanks Joan for the blessed session!

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!

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!

Josh Han. Great Eastern Life

Joan came over to demonstrate how HQ can be used for our advisory system. I found it fun and cool and I think you’d benefit from it too!

Jessy Chai. Prudential. Pacesetters Organisation

Joan met up with myself and Cheng Hao on how we can maximize the use of HQ, a Sales OS platform. It was interesting and I think you should to get know Joan.