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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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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!

Jasmine Wu. Executive Financial Consultant. Prudential Singapore

Joan is a passionate & helpful individual who cares about positioning users like myself well to clients, especially in terms of client acquisition and retention. She's also good at breaking down the steps on what we can do to make the best out of the platform and shares tips that work. She's fun & humorous too, which makes her great to be around with anytime!

Desmond Fu. Financial Consultant

I had an interesting session with Joan on HQ and how it can be of use in our advisory process. It was a fruitful time. You should take time to hear her out for her input. Highly recommended! It’s awesome!

Zhongyong. Great Eastern Life

Today I met up with Joan regarding how HQ could enhance our advisory system and make it more robust. I picked up a few interesting ideas from her, and I think you’d learn a thing or two too when you meet her up.

Cassandra Foo. AIA RTP

We have been clients of HQ for a couple of years now and recently we went to meet Joan today for a refresher session on the HQ platform and we found it very useful. Joan was patient in helping us to understand more in detail on how the system works and how it can be used to enhance our work and credibility. It was a pleasure meeting her up. Do catch up with her. You won't regret it.

Elizabeth. Life Inc. Great Eastern

Joan came to give a training to us this morning and we found it very engaging and we learnt a thing or two on how to maximize HQ. You gotta hear from her!