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CLAUDIA ONG

In Touch

A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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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.
 
CLAUDIA ONG
 
 
 
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DISCLAIMER

This is not an official AIA newsletter. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.

© CLAUDIA ONG, All rights reserved.

Testimonials and Referral Notes

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Louis

I would like to introduce Claudia The hallmark of Claudia's service to her clients(including my wife and myself) is her unending care and concern for us. Her visits and messages to find out about our health and well-being occasionally speak volumes of her service. With you as her client you are not forgotten. She makes you aware that she is consistently there to look after your welfare. πŸ™πŸ‘πŸŒΉπŸ©· She is Efficient and caring with special thoughts for her clients. Her financial knowledge and acumen can be richly shared with others 10 out of 10 for my opinion of her She is very patient and thorough with clients when financial schemes pertaining to life insurances are concerned, thus giving first time clients lots of confidence and security. She is most patient, caring and thorough and very accommodating in securing financial aids to her clients during times of crisis I have known her for 25 years and being retired for that many years, my financial assets have been ongoing securely.

Patrick Tan

I would like to extend my heartfelt commendation to Claudia for her exceptional guidance on medical insurance coverage and wealth matters. Her expertise and dedication have been invaluable, ensuring that I am well-informed and confident in my decisions. Claudia's personalized approach, attentiveness, and unwavering support have made navigating complex insurance and financial landscapes a seamless experience. Her professionalism and commitment to my health and insurance coverages are truly commendable. Thank you, Claudia, for your outstanding service and for consistently going above and beyond to provide exceptional guidance. You are a true asset to your field.

Eddy

A standout moment was when I needed assistance with a claim. Remarkably, Claudia managed to get the claim approved within the day. This level of efficiency is truly impressive and exemplifies the dedication and promptness that she bring to her work. Claudia's expertise and personalized approach have significantly contributed to my financial well-being. She takes the time to understand my individual needs and provides tailored advice that has made a real difference. Whether it’s answering my questions or guiding me through complex financial decisions, Claudia is always there with the right advice at the right time. I wholeheartedly recommend Claudia to anyone in need of a knowledgeable and reliable financial planner. Her commitment to clients is unparalleled, and I am confident that she will provide the same exceptional service to others. For those in my network seeking financial guidance, look no further than Claudia. Feel free to share this recommendation on your social media – Claudia's outstanding service deserves to be recognized and celebrated."

Tony & Family

Impression of Claudia service Started with just another agent to sell you things . But as my life started to get difficult and started business after losing my job , she was still there ! And supporting us through the years even we bought very few insurance policies . She was ever so friendly and supportive and non intrusive. And over the years saw us and nudge us to take better care of ourselves by way of telling us what to do along the way . Almost a godsend!

Catherine

Claudia is approachable, friendly, efficient n professional, attends to the needs of her clients and helps to expedite the process of the claims for her clients where possible. She is receptive to constructive criticism/feedback n make the effort to improve on her services rendered where necessary, showing dedication to her work. She is also personable n care for her clients, showing empathy n understanding when the situation arises. Overall I know Claudia can be entrusted, therefore I will recommend her to anyone who is seeking a more personable approach n yet showing professionalism in delivering her services, whether it's pertaining to the insurance or financial needs of her clients. A big thumbs up to her!"

Janice Chua

I would like to express my deepest appreciation for Claudia, our insurance partner, whose exceptional guidance has been a beacon of support for me and my parents. Claudia's comprehensive knowledge and insightful advice on medical insurance have made a significant difference in our lives. Her dedication to understanding our individual needs and her proactive approach have given us peace of mind regarding our health coverage. Claudia's unwavering commitment and genuine concern for our well-being are truly remarkable. Thank you, Claudia, for your outstanding service and for always going the extra mile to ensure our family's health and security.