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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Testimonials and Referral Notes

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Fiona. PIAS

Joan and I met up for a training session and I found it very beneficial and refreshing. It was a nice and awesome session. I like that she is very patient, friendly and approachable and I have gotten a better idea on how I can use HQ more effectively thanks to her sharing. I think you need to hear from her and it will be worth your time.

Jia Hwan. Financial Consultant. Eminence Group

Joan is a friendly and helpful person who helps us in our understanding of the client engagement system for our area of work and relationships. It was easy and interesting to follow, and I think this is a system worth exploring. You'll enjoy meeting her!

Alex Chong & Winson Ng. Financial Services Director & Financial Services Manager. AIA Singapore

Joan is someone who is passionate and energetic, and cares deeply about the progress of clients and users like us. She is also bubbly and approachable, and is good at what she does. In spite of our busy schedules, she was very patient and on-the-ball with her follow-ups and took time to catch up with us on-site, which we appreciate. Her training is clear, and we found the HQ platform to be user-friendly and easy to understand. Thank you Joan and HQ! Highly recommended.

Dylan Ng. Financial Advisor. PIAS-Apex Wealth

Joan came to our agency to present and bring us through using the HQ system and we found that she is highly effective in helping us to engage our clients in a more meaningful and interesting way. I think you will not regret meeting her.

Agnes Cheng. Financial Services Manager. Tokio Marine Life Insurance Singapore

Joan came to our premise to go through a training session on how to maximise the use of the Headquarter platform and I found it incredibly useful. I think you won't regret getting to know her!

Hup Song. Financial Consultant. SP Group

My colleague and I met up with Joan for a session on how best to use and maximise the Headquarter client engagement platform. We found it useful and refreshing and I feel that she's someone you should meet! You won't regret it!