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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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Angela. Accountant.

I enjoyed the sharing process by Ellie which gives me an overview of the types of protection one needs to secure over a lifetime. I like that Ellie reviewed my existing policies and assessed the shortfalls that I may have and recommended me policies that are beneficial to me :) She is also very detailed and explained in depth into the different policies that she recommended to ensure that I understand what I am getting out of it. She gave me a sense of assurance of what I am being protected against which is very important to me.

Exodus

Thank you James for helping me with the necessary coverage in terms of health and life when I needed it the most during this period of time at work. Your efforts are really impactful! Your gift is also much appreciated. Keep going on in the journey of your career. God bless you.

Quek Jiaxing. UIUX Developer.

I have known Ellie for over 15 years and can vouch for her professionalism, integrity, and genuine nature. Ellie's exceptional ability to simplify complex concepts has been invaluable to me. Recently, she helped me navigate the complexities of financial plans, breaking down intricate concepts into digestible information. Her assistance helped me better understand my existing plans and explore suitable alternatives, leading to a better decision making process. I'd wholeheartedly recommend Ellie for her expertise and unwavering dedication to serving others with excellence!

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.

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.

Jennifer. Sales Manager. Watsons.

I would like to thank Rion for helping me to fight for my insurance rights. Although i didn't buy any insurance under him. But he is so kind to help me fight back for the premium that I paid to insurance and even bring the cheque to my house for me. He is such a nice guy. Will recommend him to my friends and family.