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Rion Jian JiaJun

In Touch

A Monthly Curated Newsletter

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

Retirement Date Risk And Sequence Of Returns

Sequence of returns risk is a commonly cited risk for retirees, but an accumulator also faces sequence of returns risk in the form of retirement date risk!

 
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Key to retirement planning: Don't panic

It can be hard to live within your means after retiring, so make your extra funds work harder.

 
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Children and Retirement

 
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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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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.

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.

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!

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.

- Koh Yizong. HSBC Banker

Ellie has my best interests in mind. She took the time to analyze my current insurance policies and was able to make some excellent recommendations. She provided me with a very detailed quote and options to fit my specific needs. She was very mindful of customer satisfaction and even came to my house to pass me the physical copies of the policies I got from her. I look forward to a long relationship with her at Prudential.

Wei Chen. Finance Manager. Andover Leisure Pte Ltd

Hi, I have known JJ for many years and through different phases of life he's been a trusted friend and professional who listens, advises and provides top notch consultation over my personal financial planning. Not only he's very professional and knowledgable, he is also helpful and did an extra mile to assist and advice when i needed help for my other families member's policies. Thank you JJ for being there whenever I call and I look forward to your support for many years more to come.