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Joan Tong

In Touch

A Monthly Curated Newsletter

As we embrace 2024, discover essential insights for a prosperous journey ahead. Explore key financial strategies and economic trends aligning with the Dragon Year's promise of prosperity. Immerse in the cultural vibrancy of the Lunar New Year celebrations. I hope this issue with its blend of wisdom and practical advice equips you to navigate the opportunities and challenges ahead with confidence. Together, let's ride the Dragon!

The Best Chinese New Year Menus for Reunion Dinner and More in Singapore 2024

This article showcases a variety of top restaurants in Singapore offering exquisite Chinese New Year menus for 2024. It includes six-to-eight-course set menus with premium ingredients, à la carte selections, and special dishes to celebrate the Year of the Dragon.

 
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Eight Money Resolutions to Consider for a Financially Secure 2024

The article outlines eight financial resolutions for 2024, focusing on evaluating personal finances, practicing the ‘3Ms’ (Measure, Monitor, Manage), starting an emergency fund, budgeting, investing in oneself, paying off high-interest debts, diversifying investments, and establishing a regular savings plan.

 
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Fortune Tales | The Story of Lunar New Year

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

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Testimonials and Referral Notes

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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!

Derek Chong. SP Group. Prudential.

Today Joan came to do a hands-on training on the HQ platform for our group. I found it very useful and engaging. I think you'd have fun and enjoy meeting her up :)

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!

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.

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.

Adeline. AIA Singapore

Joan came over to share with us & impart to us how HQ can be of use to our advisory process. I found it practical and had utility. I believe you'd enjoy meeting her up and hearing from her.