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CLAUDIA ONG

In Touch

A Monthly Curated Newsletter

In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together.

2024 Financial Goals: 5 Resolutions to Avoid

Kay Dee Cole advises avoiding vague or overly ambitious financial resolutions for 2024, emphasizing realistic, value-aligned goal setting.

 
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5 Reasons You Should Create Reflection Rituals At The End Of The Year

Danielle Anson discusses the benefits of end-of-year reflection for personal growth, healing, and setting future intentions.

 
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The Habit That Could Improve Your Career | Paul Catchlove | TED

 
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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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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.

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!

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.

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

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."

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.