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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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WhatsApp me at +65 81886955  
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This newsletter is not representative of the views of the company.

© Joan Tong, All rights reserved.

Testimonials and Referral Notes

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Natalie Choo. Prudential Singapore

Joan came over to share with my team on how we can maximise the usage of HQ for our advisory business. I think you’d have fun meeting her up!

Peter Lim. DPG Group

Joan came down today to share with us how HQ can be used to or advantage in our advisory system. I think it’s worth for you to explore and get to know her.

Dawn Tay. Private Wealth Consultant. Prudential

Joan did a training session on how to use and maximise the HQ platform with my team and I today. We found it highly useful and interesting. We like her positivity, helpfulness and fun-lovingness. Do get to know her and learn more about how this thing works, 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!

Clara & Patrick. AIA-SP Victor Lim

Patrick and I met Joan up for a refresher training session on how to use HQ for our business and workflow. We found it very useful. And I think that you'd find it valuable and interesting getting to know Joan.

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 :)