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CLAUDIA ONG

In Touch

A Monthly Curated Newsletter

We live in three distinct timeframes - the Past, the Present, and the Future. Many times, we tend to live and make decisions based on what gives us immediate gratification, and often to our detriment. Despite not knowing what tomorrow will bring, planning ahead removes uncertainty and provides clarity to our lives. In this issue, I have included articles that I hope will inspire you to take actions that your future self will thank you for.

Planning Ahead Is the Key to Living With More Spontaneity

Scheduling spontaneity doesn't lessen the joy of spontaneity; it enables it. You still have the freedom to do whatever strikes you in the moment - even more so because you know that's exactly what you intended to do.

 
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10 Reasons To Start Christmas Planning Early

With a bit of forethought, there's no reason it needs to be quite as nerve-wracking or frustrating as often the days leading up to the holidays are. So, in case you're not entirely convinced of the benefits that early preparedness brings, let's take a look at the 10 reasons to start Christmas planning early.

 
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What are the chances?

We can't predict the future, but we can plan for it. But why does this even matter? Meet some ordinary people thinking about these things.

 
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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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MuiLai

Celebrating my friendship with Ong Claudia! I got to know Claudia from a gym about 7 years ago. We hardly spoke initially as our workout schedules were different. She was the one who broke the ice with a very warm “hello”. Later, I got to know she is an insurance agent. Subsequently, we hung out often and more so when we were preparing for our Hyrox race. We are both moms (she has 4 kids btw!) and share the same passion for exercise, something that is crucially important especially for women at our age, to safeguard against bone density issues and broken bones in a fall. “We have to build muscles around our joints” has always been my motto. Always first a friend and then a completely dependable insurance agent. She is the most hardworking friend / agent I know and she serves with a full heart. Because I exercise frequently and often quite clumsily, a personal accident plan became a must-have. When I needed help, Claudia is always just a phone call away. She dealt with all my claims super efficiently. When it came to contentious ones, she never shied away and followed up so closely and answered all the difficult questions on my behalf that I hardly needed to do anything but just wait for the $ to come in. The assurance and confidence she gave me when managing my policies and claims is really priceless. I just want to say, thanks for the friendship and always making time and lending a listening ear, my awesome buddy! Cheers to more great time together building a healthier mind and body!

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."

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!"

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. 🙏👍🌹🩷 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.

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