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Jerry

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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.
 
Jerry
 
 
 
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Testimonials and Referral Notes

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Caleb Wong, Sales Ambassador @ Adidas, Singapore

I am writing this testimonial on behalf of Jeremiah Yong, my Insurance and Wealth Specialist at Manulife FA Pte Ltd. My name is Caleb Wong, and I currently work as a Sales Ambassador for Adidas. I am 27 years old and have had the privilege of working with Jeremiah for the past year. Working with Jeremiah has been an absolute pleasure, and I couldn't be more satisfied with the level of service and expertise he has provided. As a young professional, I had a lot of questions and concerns about my financial future, and Jeremiah has been instrumental in guiding me through the complexities of insurance and wealth management. Jeremiah's professionalism and dedication have been evident from day one. He took the time to understand my unique financial goals and aspirations and then worked tirelessly to create a personalized plan that would help me achieve them. He patiently explained all the intricacies of the various insurance and investment options, ensuring that I had a clear understanding of each decision I was making. What sets Jeremiah apart is his unwavering commitment to my financial well-being. He doesn't just see me as a client but as someone he genuinely wants to help succeed. He regularly checks in on my progress, updates me on relevant market developments, and adjusts my financial plan as needed to ensure it aligns with my evolving goals. Moreover, Jeremiah's transparency and honesty have been refreshing. He has always been upfront about the costs and benefits of different financial products, helping me make well-informed decisions that are in my best interest. I never felt pressured to purchase anything that didn't align with my goals or risk tolerance. In addition to his financial expertise, Jeremiah's communication skills are top-notch. He is always readily available to answer my questions, whether through phone calls, emails, or in-person meetings. This accessibility has made navigating the world of insurance and wealth management much less daunting for me. Thanks to Jeremiah's guidance and support, I am now on a path toward a more secure financial future. I feel confident that my financial goals are achievable and that I have the right strategies in place to meet them. I wholeheartedly recommend Jeremiah Yong as an Insurance and Wealth Specialist. If you're seeking a dedicated, knowledgeable, and trustworthy advisor to help you navigate your financial journey, look no further. Jeremiah is the professional you need by your side.

Andy Chen

I feel assured to have someone who is knowledgeable and dependable to call upon when I need advise. Jeremiah is high on my list. He's consistent and reliable. You'll be happy to meet him.

Jerome from Citibank (Singapore)

“Insurance has always been a necessary evil and the last thing I want to think about despite how important it is. I have been with Jeremiah now for over 10 years and I know I can trust him to find the best rates and optimize my plans. Jeremiah has been so proactive over the years that I can rest assured, I am getting the right coverage at the right price with helpful tips along the way. I would never think of going anywhere else.”

Paul from Citibank (Singapore)

It is a real pleasure to work with Jeremiah. He is always reliable and completes tasks in a timely manner. Other attributes of Jeremiah's are his integrity and high ethical standards. At times, he anticipates ones need even before one asks, like when he e-mails and shares important information before it is requested. Jeremiah is definitely an insurance agent “on the ball”. Our family and friends are grateful beyond measure for his services and looks forward to working with him in the future.

Jean Chan. BNP Paribas Singapore Wealth Management Branch

Jeremiah is a great person with great character. He is very trustworthy and provides excellent service. Jeremiah has made the process of dealing with insurance easy and painless. This is a process I normally dread but he made it easy. He made recommendation that no other agent had ever made all the while saving me $ in the end. I would recommend Jeremiah to any of my friends or family anytime.

Abdul Jalil

Jeremiah is a dear friend of mine. He has helped me with my investment and I've learned alot from him. I know he'll be an asset to you too.