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Joan Tong

In Touch

A Monthly Curated Newsletter

In an environment of rising inflation and uncertainties in global geo-political climate, almost no one is spared from the economic consequences of the day. It is therefore more important than ever to be intentional and mindful in how we manage our finances in our daily living. Here, I have put together some resources which you can tap on to help you gain a better insight on how you can be more savvy with your money.

Inflation woes? We crowdsourced 9 grocery-shopping tips from aunties

Feeling the pinch? Here's a list of simple hacks when you're out shopping for essentials.

 
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How To Create a Personal Budget in 6 Steps

Budgeting allows you to effectively track and manage your income so you can control how much you spend and save. Use the following steps to create and manage a successful budget

 
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JAPANESE MONEY SAVINGS TIPS - Kakeh - Shsei

 
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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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Jason Teo. Financial Services Manager. Prudential Singapore

Joan was proactive and engaging in generating ideas in which I found practical. I have gained quite abit of insights and I highly recommend any person who's in the sales line out there to adopt this system, and you should too!

Jorene. AIA Strategic Alliance

I met up with Joan today for a session on how HQ can be used for our financial advisory process in our team. I think it was effective, beneficial and helpful and I believe you'd find it useful too.

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 :)

Donna. Senior Financial Planner. Prudential Singapore

Joan is a reliable & effective person in helping people to engage their clients in a more meaningful way. She's also responsible, patient and helpful. You'll enjoy meeting her!

Christopher Lek. Senior Financial Services Manager. SP Group

Joan is an effective person in helping people to engage their clients in a more meaningful way. I think you will not regret meeting her. Do catch up with her soon!

David Lee. Prudential Singapore

I met up with Joan today on how I could maximise the usage and potential of HQ in my advisory business. I found it practical and engaging. I think you’d enjoy using this system and learning from her!