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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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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!

Jaymee Lai. PaceSetters Organization. Prudential

I met up with Joan today for a HQ session and I picked up a thing or two on how powerful and meaningful HQ can be as I look integrate it to my workflow. Just like me, I think you’d benefit from meeting her.

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.

Evonne Chew. Financial Consultant. SP Group

Joan is very helpful in taking me through how to use the HQ system. I think it is useful and interesting getting to meet her up and getting to know her. You should take the time to hear from her soon too!

Clara Phua. Chartered Financial Consultant. PACS

Joan and I finally caught up today and I found her to be very helpful and dedicated in her area of work. She helped me sort out my web profile and was creative & insightful in generating ideas in which I could apply in my business. I highly recommend you and your team to check out their interesting and awesome system. You won't regret it!

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!