In Honour of Moms

Phoebe Wong

In Touch

A Monthly Curated Newsletter

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

At 29 and married for just a month, she found out she had Stage 3.5 lymphoma and fought for her life

One month after her wedding, Kristen Juliet Soh discovered she had advanced lymphoma, a type of blood cancer that affects the body's lymphatic system. She opened up to CNA Women about how she fought for her life, overcame extraordinary trials with her husband, and went on to have two children.

Financial Lessons From Mom That Built A Lasting Legacy

Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.

Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB

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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

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Testimonials and Referral Notes

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Chim Chau Seng . Business Analyst

I would like to thank Phoebe Wong for the professional advice on insurance. She listened to my needs before recommending a hospitalisation plan for me. When I have further questions on the mechanics and eligible payout, she also manage to provide a clear explanation. I can see that she is well versed in these matters, a true subject matter expert. I feel comfortable to liaise with her as I had never felt being pushed for all kind of products like other financial planners I encountered earlier. Hence, I would definitely recommend her to all my friends who needs insurance protection. I am sure she would be able to help them with suitable products for any life stage.

Tian Yee Shin . Deputy Director

Thank you Phoebe for always being so patient with my repeated questions ! I really appreciate her advice and friendship. I'm particularly appreciative that she is not "pushy" and that she always allow me to have the time and space to consider the various financial options for me.

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.

Jaz Chan . Marketing Executive

Phoebe has been my Financial Consultant since 2015. She always seeks to understand my financial priorities and is patient in addressing all my questions. I feel comfortable in discussing my options and plans with her. Her dedication, passion and a genuine interest in achieving the best for her clients set her apart. I would recommend her without a doubt.

Vanessa Lam Ong . Head of Department

I have been served by a handful of financial consultants over the years, I have not met one like Phoebe. She is sincere and makes sense in her recommendation. She serves from her heart, I have confident in her cos I trust that she puts her customers' interests above hers.

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.