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CLAUDIA ONG

In Touch

A Monthly Curated Newsletter

Amidst rising costs, aging and retirement planning is becoming a growing concern for many. Yet, more than just ensuring financial readiness, one who is planning to retire also needs to be psychologically prepared for the shifts in lifestyle, routine and everything that comes along with it. In this issue, let's explore expert tips on staying healthy, mentally sharp and financially secure, so we can age gracefully in our golden years.

Tips for Aging Well: 10 Habits for Physical and Mental Fitness

BetterUp recommends ten habits for well-being in ageing, emphasizing exercise, health checks, sleep, positivity, and social connections.

 
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4 Different Ways to Think of Retirement | Psychology Today

Explore retirement as a goal, lifestyle, long-term process, and mindset influencing decision-making and life quality.

 
read more
 

The 4 phases of retirement | Dr. Riley Moynes | TEDxSurrey

 
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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.
 
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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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Sandy Tan

Claudia ia very professional, attentive and assuring. I trusted her a lot. i would recommend Claudia to your network as she is trustworthy, and very reasonable and shows great empathy. If i need to give her a rating, i would rate her as 10/10. I have learnt a lot from her in terms of her advise on investment, business outlook and she does great financial planning for me. I find that I am in good hands as she's up to date and has good insights and is totally relevant with the information on an effective coverage and investment and financial planning

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

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!"

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.

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.

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!