View this email in your browser

Phoebe Wong

In Touch

A Monthly Curated Newsletter

In celebration of Children's Day, here is a friendly collection of articles brimming with insights! I hope these writings can guide us in embedding valuable skills, boosting financial literacy, and laying down a roadmap to raising resilient, balanced children. May we empower the upcoming generations, helping them blossom into well-rounded and holistic individuals. Let's cherish the joy of nurturing our future

The most mentally strong kids never do these 7 things

Knowing what mentally strong kids never do can help you identify the types of unhealthy behaviors that may stand in your child's way. Here are seven of them.

 
read more
 

Beyond the Piggy Bank: How Parents Teach Young Children About Money

The article delves into the methods parents utilize to impart financial literacy to their children, emphasizing the importance of early financial education and presenting perspectives from millennial and Gen X parents.

 
read more
 

The Single Most Important Parenting Strategy | Becky Kennedy | TED

 
view video
 
 
Proudly Brought to You
 
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.
 
Phoebe Wong
 
 
 
WhatsApp Me
-
unsubscribe
You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above.

© Phoebe Wong, All rights reserved.

Testimonials and Referral Notes

View the full list

Rachel Ang . Admin Executive

I do have my own Financial Consultant before I met Phoebe. However I decided to approach her to get a hospitalisation plan for my son as I feel that she can connect very well with me as a mother herself. She's a cheer leader when I was pregnant with my 2nd baby and she gave me many tips and assurance when I was at a loss. Overall, Phoebe is a nice, patient and understanding Financial Consultant. I can really feel the care and concern from her since the day we met.

Chan Mei Yin . Patent Examiner

Phoebe has been my financial consultant and good friend for more than 10 years. She is a professional and dedicated financial consultant who is passionate about her work and always strives to provide excellent service to her clients. With her knowledge and expertise, she has provided valuable advise for my financial planning that are best suited to my needs. She has also advised and helped me to settle my medical claims without any hassle. Besides offering good financial advise, she also puts in effort to organize client appreciation events that are fun and meaningful. I appreciate her motivation and positive spirit to add value to others. I am glad that I have known her as my good friend and financial consultant.

Chow Yuan Yi . Marketing Executive

Phoebe is a very professional financial consultant and always do extra mile in her service. She always listens to our need, understands the situation and provide options. What make her to be outstanding compared to the others is her value added services as she would be able to provide the advices out of the insurance policies, such as investment strategy, credit card saving in bill payment, will etc. Phoebe is the best financial consultant I have ever meet.

Yeung Ping Ting . Senior Technician

Phoebe Wong is very professional in her work and had provided very valuable advise for my insurance plans. She is always ready to help and go the extra mile to help my son’s medical issue and my family. She is definitely more than just a financial consultant, she is a good friend and a sister that is very understanding . I would recommend you to engage Phoebe as your financial consultant and you will benefit from her excellent and personalized service as well .

Sunny Foo . Police Officer

Phoebe Wong is the financial consultant who had taken over my policies after my previous financial consultant left. I was initially skeptical about the service she would provide as I wasn’t her main client. Phoebe however gave me the personal touch that made it seems that I had bought all my policies from her. Never once did I feel second class. It has been a norm now for financial consultant to get their PA/Secretary to call on their behalf. For me, I guess I believe in responding to my financial consultant calling me personally. Phoebe has never ever gotten anyone else to communicate with me and would personally contact me. Phoebe has been and should be a model financial consultant for the newcomers.

Samantha Saw . Executive

I am very pleased with Phoebe’s professional advice and service. I sought her advice a few years back when I was on the fence to forgo my insurance coverage back home in Malaysia and she was patient to provide product options for my consideration. I like that she was giving me space and time considering I could not come to a decision due to my situation at that time. I finally reached out to her a few months back and she welcomed me while again patiently explained to me on the different insurance packages I can consider based on my needs and budget. She is very well versed in the product details of all the packages and able to answer all the questions I have. I am confident on the premium I chose and decided to proceed, the whole process was smooth and stress-free given that we were not able to do the paperwork in person due to the restrictions. she is even thoughtful enough to prepare a summary sheet and sorted nicely in a file for my east reference. I would strongly recommend her to anyone who needs any financial advices.