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Rion Jian JiaJun

In Touch

A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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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.
 
Rion Jian JiaJun
 
 
 
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Testimonials and Referral Notes

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Maurice. Executive. United Overseas Bank (UOB)

In JJ's financial planning process, he customises his recommendations according to his client's needs. Glad I had a session with JJ to map out my personal finances. Also, his focus on his personal development as a financial consultant is admirable. As his client, I can be assured that I am getting quality advice. I would highly recommend JJ if you are looking for an expert and professional to handle your insurance portfolio. Not forgetting he is also a great friend to have! Cheers.

Chin Leong. Data Analyst. Singtel.

Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Consultant. Rion had this and more. Having known him since our secondary school days, his dedication to clients, business excellence and education sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes for you or your loved ones.

Farid and Shaheila Family. Sales Executive & Teacher.

We got acquainted with Rion through his father, a family friend. His forthcoming and approachable nature makes it very easy for us to ask him questions on insurance and policies, no matter how simple or silly they may be. He’s very professional when it comes to explaining the different jargons, yet he explains them in layman terms which makes it easier for us to understand. When my husband was hospitalised, he made time to pop by for a chat, which goes to show that he goes beyond his call of duty as an insurance agent. He makes time and effort to get to know us better such that we don’t think of him as just our agent, but as a friend. Thank you Rion. For being a great agent, and an even better friend.

Hazim. Engineer. SMRT.

Rion wasn't the 'pushy consultant' as i thought it would be. He took time to explain everything in details and answering to all my enqiries. He would also update me on any new info regarding the policies via whatsapp. I would happily recommend him to my friends if they every need his quality service. I'm glad that i met him 😊

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!

Wong Zhi Kai. Sales & Marketing

Ellie communicated with me on a personal level and sharing stories and people she associate with their stories. Have [also] did an analysis of my current plans and did a comparison with the mean average income and expectations. This is very informative for me as I now know where my plan stand compare to the rest.