Plan Well. Age Well.

Joan Tong

In Touch

A Monthly Curated Newsletter

Amidst rising costs, aging and retirement planning is becoming a growing concern for many. Yet, more than just ensuring financial readiness, one who is planning to retire also needs to be psychologically prepared for the shifts in lifestyle, routine and everything that comes along with it. In this issue, let's explore expert tips on staying healthy, mentally sharp and financially secure, so we can age gracefully in our golden years.

7 Holistic Tips to Age Gracefully | Sutter Health

Sutter Health advises on holistic practices for graceful aging, highlighting mindfulness, humor, flexibility, meditation, and gratitude.

4 Different Ways to Think of Retirement | Psychology Today

Explore retirement as a goal, lifestyle, long-term process, and mindset influencing decision-making and life quality.

The 4 phases of retirement | Dr. Riley Moynes | TEDxSurrey

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Proudly Brought to You 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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This newsletter is not representative of the views of the company.

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Testimonials and Referral Notes

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Marcus. Prudential-Pathfinder

Joan came down to our agency to being us through on how to use HQ for our work. We found interesting and useful and I think you'd benefit from it.

Eugene. Prudential

Joan met up with Jun and myself to go through how HQ can be used to benefit our advisory process. She did a good job explaining to us. We found it to be an interesting and refreshing session. I seriously think you'd benefit from meeting and getting to know her.

Jaslyn Ng. Financial Services Director. Top of The Table. Prudential Singapore

Joan is a helpful, engaging and enthusiastic trainer who has our interests at heart when it comes to positioning us well. She takes effort to educate & show us clearly how their system can work for us. Not only that, I also found the Headquarter system very comprehensive and user-friendly in delivering touchpoints to our customers. I'm thankful for her work and her team so far and I highly recommend her & the company HQ!

Shimin

I like how Joan is patient and reliable, and she is also an insightful and engaging trainer who has our interests at heart when it comes to positioning us well.I'm grateful for her work so far and I highly recommend her and the company HQ!

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!

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.