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. | 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 | JAPANESE MONEY SAVINGS TIPS - Kakeh - Shsei | Proudly Brought to You 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. | Jacqueline Tan | | | | unsubscribe | You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above. 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. © Jacqueline Tan, All rights reserved. | | | Irene, Kenny & Family, Business Owner (Client since 2006) Jacqueline or rather Jia, I prefer to call her. We been friends for 30 over years and she has been my agent for more than 20 years. She helped me with my financial investments and the investments done, have helped me to claim my 1st title deed from HDB. When we started our family, we entrusted her with our all our insurances for our family. Not saying this because she is friend but she has done many things beyond what a friend or agent can or have done.
Once our whole family were out for overseas trip, our gate decided to malfunction and open on its own! We only know it at 12midnight that our house is wide open, unattended, I called her to help and immediately she dashed out of her house (after a long day of work and already in her PJ preparing for bedtime) to rush to mine to help us to lock the gate!
She had also attend to my crazy midnight or dawn break last minute insurance requestsssss.. helped to design and build insurance plans that are within our comfortable budget. Most importantly she grow with our family.
Thank you for being so dependable and reliable! I promise more last min requests and crazy stuff for you and counting! | | | Bernard Tan, Business Development Manager (Client since 2003) I opined that the insuring of ourselves, and in some cases our loved ones, are one of the many things that a responsible adult should always plan to do.
There are just too many dramatic real-life cases of detrimental occurrences, telling us of the financial and emotional meltdowns we could bring to our family, should we have not insured ourselves during times when misfortune knocks on our doors. Also, we thought it is important that we do not just insure ourselves thoroughly, but to also conduct the same with a reliable underwriter which possesses sound track records, and with a seamless claims process.
I have known Jacqueline for slightly over 30 Years, and had since 2 decades ago entrusted the whole insurance portfolio of my family with AIA, through this uniquely dedicated insurance agent & friend.
Jac had been through with me and my family, at our various life stages; from the time when I was just married with a kid, till the later season when my 2 kids are in their teens, and now when my wife and I are in the midst of concluding our retirement.
I remember vividly, that Jac would often be with me, or with my children to the hospital/clinics, so much so that she was, almost always, mistaken to be my wife, or my kids’ mother. Jacqueline was, and had always been with us when we got ourselves into such trouble. She is our go-to person when we need financial & security advise, the first person to come to mind whenever we encounter injuries, and incidents of any kind.
While I may not be the best testimony to a well-trusted and dependable financial planner (I do have many to compare with), I am thankful that we to have Jac with us all thru’ these many years.
We have heard of many stories that would bring bad reputation to the occupation; nonetheless, we are blessed that we are served by one who serves with a heart, who is considerate about our circumstances, mindful of our needs and always proposing solutions that best meet our needs, while not forgetting the depths of our pockets at the same time.
I am delighted that I have chosen AIA; if I am given a chance to choose again, I will most certainly do the same, through Jacqueline nevertheless, to have AIA as our trusted insurance partner and provider.
05 Feb 2023
| | | Chloe Aw, Creative Director of Escapade Studios (Client since 2012) Jac has been both a trusted friend and an exceptional insurance agent. She assisted me in setting up my accident and hospital insurance plans with the utmost professionalism and attention to detail. Her ability to clearly explain the policies and ensure they were tailored to my needs was truly reassuring. It is a great comfort to know that my insurance matters are in the hands of someone I trust and respect. | | | Elaine Lau, Banker (Client since 2019) If I were to describe the impression that Jacqueline gives me, I would say - "I never knew what a good agent is like, until I know Jacq"
I am a non believer of insurance due to bad experiences in my early years. I steer clear when I hear the word insurance. However, Jacq changes everything.
She is not just my trustworthy agent, she is also a friend. Jacq is patience in listening to your needs and gives you timely and the best professional advices for you and your family.
Jacq is highly efficient and always there when you need her. She is extremely helpful, caring, attentive, always with a smile and very knowledgeable in her expertise of work.
Undoubtedly, Jacq is the BEST insurance agent one could ever have, and a true gem in this industry.
You never know how good your insurance and agent are until you need them, and both are outstanding in my case. | | | Belle Thai, Founder of PaperDoll LIVE (Client since 2007) Jacqueline have been my insurance agent for more than 15 years and still counting. I have to say, Jacq is always very responsive to my policy queries as I do not keep track of my own coverage. Her professionalism is without a doubt, and she’s always meticulous in her work. Definitely trustworthy and patient as she’ll always advice on what I need and what I don’t from my insurance coverage, investments and retirement planning. My insurance claims are also handled very swiftly.
Jacqueline is definitely your “To-Go-For-Person” when it comes to financial planning! 10 thumbs up 👍🏻 👍🏻
10 Feb 2023 | | | Michael Wong, Retiree (Client since 2005) 时间过得好快,一转眼快20年过去,Jacq Tan 她是保险销售员,我觉得他好专业在最初期间我我和他买了一份普通的保险买了一年之后他每年都与我跟进和我沟通如有什么需要我要看医生他亦会介绍医生给我亦会带我一齐去医务处直到今天他每年亦会与我联络跟进一切保单资料所以我后来也和他买多两份保单他是保险界的奇才。 | | | | |