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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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DISCLAIMER

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

© Joan Tong, All rights reserved.

Testimonials and Referral Notes

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Jessy Chai. Prudential. Pacesetters Organisation

Joan met up with myself and Cheng Hao on how we can maximize the use of HQ, a Sales OS platform. It was interesting and I think you should to get know Joan.

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.

Wei Shan. Financial Consultant. Great Eastern Life

Joan and I met up this morning for a training session on how to maximise the usage of the HQ platform. She was very engaging in her way of explaining and I think you can benefit from meeting her too!

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!

Eleanor

My team and I met up with Joan today and it was a refreshing session on how HQ can work out for us. You must meet her!

Jeremy Ng. Executive Senior Manager. Henry Kencana & Associates. Great Eastern Life

Not only is it a great system but it’s filled with great people leading the team. Namely Samuel who leads and Joan whom greatly supports. Joan gives her heart when she trains. And she is so open towards hearing and learning from us at the same time. Joan & Samuel constantly support and work hard as the backbone of HQ to add value to us. Not only is this consistent at point of sale of HQ system, it is also followed through with coaching and guiding our team after we became users of HQ. HQ incentives made it so helpful and encourage us to add value when we meet clients. This in turn attain great testimonials that supports the team as well as adds value to the marketplace. This is definitely a system to adopt for all practitioners out there!