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Rion Jian JiaJun

In Touch

A Monthly Curated Newsletter

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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19 Personal Finance Tips You Were Never Taught—but Need to Know

We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest.

 
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Financial Advice From KIDS

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Rion Jian JiaJun
 
 
 
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Testimonials and Referral Notes

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Guan Lingjing. Business Development Manager.

Ellie has done a thorough analysis of my current financial situation and helped to review on my insurance needs at my current stage of life. She has developed a well-structure financial plan tailor-made to my requirements and this helps me to manage my financial impact of risks and uncertainties. She went through the different financial planning stages and helped me understand better on my financial objectives. She is patient towards my requests and requirements and had come up with several financial plans for my consideration.

Stanley Lai

Rion is a knowledgeable and trustworthy friend and consultant whom I'll gladly trust to handle my financial planning needs. I first met Rion a couple of years back and I recall him as an outgoing and extremely passionate financial planner. He shared with me his humble beginnings as an engineer before deciding to make an impact in the lives he comes across via proper and comprehensive financial planning. He was concise and thorough in pointing out the areas of my financial planning shortfalls and addressed them to the best of his ability in spite of my limited budget. Despite his busy schedule, he has proactively made the effort to catch up with me and assist with my insurance nominations which I have neglected. I am glad to see him firmly established in his noble profession, touched by the lives he has helped and saved with insurance claims and I have no doubt he will deliver should the need arises, touch wood! Jiayou bro! May you strive to impact and better people's financial health!

Alvin Toh.Finance Trader.ALV Financial Pte Ltd.

Jia Jun has been a close friend of mine for 17 years. Before he became a financial consultant, I knew little about financial planning. I had the most basic of life insurance plans and all my savings were in either self-chosen stocks or the bank. It was a tedious process choosing the right assets to buy and timing the market right and it would have been better to allocate some of my assets to a more passive form of investment. Jia Jun helped me upgrade my insurance for a more extensive coverage. He also helped me in choosing my investment plans, meticulously explaining every detail and nuance between the many different plans out there. Jia Jun is very professional and dedicated to his job and helping his clients. When i injured my eye in an accident, he took care of everything. He helped me with the filing of my report and I just had to hand him the receipts for my medical bills and everything was settled quickly. With him as my financial planner, I have a peace of mind knowing I can call on him anytime I have queries about insurance and financial planning matters.

Shaun Teoh.Global Strategist.Samsung Global Strategy Group.

JJ is a great friend and financial consultant. He provides unbiased consultation with my family's best interest at heart. Most importantly he adds a personal touch in all his interactions with us, differentiating himself from other financial professionals I have interacted with.

Terence Goh. Financial Analyst. Accenture

Thanks for playing the dual role of a wonderful friend and a dedicated financial planner! I’ve never encountered such sincere and honest planner before and I’m glad I did now. Seriously, your dedication to serve is admirable! All the best!

Alan.Private Tutor.

Jiajun is very pleasant and friendly to work with. He is very passionate about his work. He thoroughly assesses and understands my needs before making recommendations. A financial consultant with great insights and provides excellent service!