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CLAUDIA ONG

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

 
read more
 

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.
 
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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Christina

Claudia has been Responsive, helpful, responsible & efficient! She’s Trustworty, reliable, understanding 😃 Professionally, I would rate her 10/10, based on above mentioned I would engage her to assist with planning for my family’s insurance coverage. She has always assist us to prepare for unforeseen circumstances I would recommend her to my friends as she provide personalised plan that suit my lifestyle and priorities in life. She has extensive knowledge and always ready to help If any of you friends who unclear of current coverage of insurance and priorities and Friends seeking for well extensive knowledge to make decision in financial, I would recommend you to speak to Claudia.

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!"

Kenny & Valerie

Hi Everyone, We are glad to meet Claudia and Choon Yuan for helping us to create passive dividend income and make our money work harder for us. They shared with us tips on investments and wealth accumulation and gave us assurance that they will help us monitor our investments and provide timely updates. We will definitely recommend them to our family and friends. Thank you! Yours truly, Kenny and Valerie

Lawrance Koh

1. What are your impressions of Claudia's service? Detailed and meticulous. 2. Why you would recommend Claudia to your network? Claudia will propose products and plans that are suitable for your situation and advise against if not. 3. How do you rate Claudia professionally, from 1 to 10 (highest) and why? 10. For the above reasons. 4. What have you learned about yourself in these years with Claudia? Improved financial literacy. 5. Is your financial future in gd hands? Why? Yes. Claudia's support. Q1. Two things I really appreciate about your service are your responsiveness and the personalized advice you provide. It's great knowing I can count on you. Q2. If there's one area where there could be improvement, it might be in providing more frequent updates on policy changes or new offerings. This would help keep me in the loop. Q3. I would actively refer someone to your service if they're looking for a reliable and trustworthy insurance agent. Specifically, if they value a personal touch and prompt assistance, you'd be the perfect recommendation. Also, for anyone who appreciates someone who genuinely cares about their clients, I'd happily recommend you.

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."