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Rion Jian JiaJun

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A Monthly Curated Newsletter

As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well.

4 Things Mothers in Singapore Should Do to Plan for Their Finances

A 2015 survey showed that 75% of Singaporean mothers surveyed had not even thought about retirement, let alone started planning for it. If you’re spending all your energy running after the kids or making sure they pay attention during tuition, here four things you should not forget to do for your finances.

 
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Mums, pay attention to finances

Financial experts advise that it makes sense for mothers (and just about anyone) to pay attention to their financial affairs. According to the US-based National Centre for Women and Retirement Research, nine out of 10 women will eventually have to manage their finances on their own at some point, due to circumstances ranging from leaving the workforce to care for a family member, to becoming divorced or finding themselves widowed.

 
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Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance

 
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I seek to reach out to people who believe in creating a safe financial environment for 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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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.

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.

Feroz.Full Time Athlete.

As a friend, Jia Jun's supportive and caring personality has earned my respect and trust. He's a very likeable individual who is able make everyone around him comfortable, even a stranger. Jia Jun's enthusiasm in serving his clients speaks volume of his knowledge and his pursuit in providing the best for them in accordance with their needs. He serves with his heart! He draws no line between a friend and a stranger when it comes to providing his services. He's there to help anyone that he is able to reach out to. Hesitate not to listen to him if he approaches you!!

Terence Wong.Sales Manager.Scud Industries Pte Ltd.

Jiajun was an agent recommended by my cousin. My cousin spoke about his professionalism and good service rendered. He is one of the few whom I know to be very knowledgeable in his profession and always on hand to assist with any of my enquiries. He is patient in explaining the details and answering questions pertaining to our insurance needs. He will also go beyond the call of duty to help his clients. Ever since then, Jiajun has been providing excellent insurance counselling and advice for me and my family. Through his assistance, he walked through my mum’s hospitalisation claims which prove that his passion and dedication towards his clients is evident in his work. Seriously, such traits are hard to find in an insurance agent. Keep up the passion and continue to do what you do best Jiajun!!

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.

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.