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Rion Jian JiaJun

In Touch

A Monthly Curated Newsletter

As we embrace 2024, discover essential insights for a prosperous journey ahead. Explore key financial strategies and economic trends aligning with the Dragon Year's promise of prosperity. Immerse in the cultural vibrancy of the Lunar New Year celebrations. I hope this issue with its blend of wisdom and practical advice equips you to navigate the opportunities and challenges ahead with confidence. Together, let's ride the Dragon!

Chinese New Year 2024 - 10 Best Reunion Dinner & Delicious Takeaways!

Elevate your Chinese New Year celebrations in 2024 with the 10 best reunion dinner options in Singapore

 
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Eight Money Resolutions to Consider for a Financially Secure 2024

The article outlines eight financial resolutions for 2024, focusing on evaluating personal finances, practicing the ‘3Ms’ (Measure, Monitor, Manage), starting an emergency fund, budgeting, investing in oneself, paying off high-interest debts, diversifying investments, and establishing a regular savings plan.

 
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The World Ahead 2024: five stories to watch out for

 
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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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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.

Lian Koon Thai

Life sometimes provides a path for you when you just started having thoughts about doing something. I met Rion at one of those Prudential fair, at that time, i was just starting to have thoughts about planning for my future retirement. Rion was knowledgable and provided me with the right intel for first timer like me. Like me everyone is thinking about growing their wealth, but for Rion his first priority is on my health before my wealth. This got me thinking, even if i am rich what use is it when i do not have the chance to spend it. He showed me all the options for making a parachute that will last me through out my life. His friendly and outgoing personality was a plus when i finally made the choice to take the plans he showed me.

MAJ (Ret) Yiang Wai Han

Rion is a dedicated and professional financial consultant. He has patiently and clearly explained my queries on my family and my financial profiles. With his recommendations, i have made accurate decision to adjust my medical insurance profile to reduce unnecessary premium payment. Thanks for your advice, Rion.

Samuel Lim. IT Manager.

Ever since I have started working, I have been wanting to get insurance to cover myself. However, it was a daunting process as there were too many plans and schemes available. I was fortunate to have met Rion, who happens to be my officer-in-charge during NS. He was able to look at my financial standing and proposed a comprehensive insurance plan. He made the process so simple and easy to understand. He was really a godsend from my insurance predicament.

Kai Hong. IT Engineer.

I am writing this testimonial for Tan Jin Wei. He was very detailed in explaining the policy to me. To my surprise, during the financial assessment he did a very detailed calculation for me. Which I can say no financial consultant will include a monthly assessment of your financial situation with debt and without debt. Most of them will only assess the annually calculation and does not consider whether each month will you be able to afford the premium of the insurance you are paying for. Due to that I have transferred my current policies from prudential to him to manage. In the near future I am intending to manage my new policy as well as he really is a trusted financial consultant that look after my well being.

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.