View this email in your browser

Phoebe Wong

In Touch

A Monthly Curated Newsletter

Amidst rising costs, aging and retirement planning is becoming a growing concern for many. Yet, more than just ensuring financial readiness, one who is planning to retire also needs to be psychologically prepared for the shifts in lifestyle, routine and everything that comes along with it. In this issue, let's explore expert tips on staying healthy, mentally sharp and financially secure, so we can age gracefully in our golden years.

Tips for Aging Well: 10 Habits for Physical and Mental Fitness

BetterUp recommends ten habits for well-being in ageing, emphasizing exercise, health checks, sleep, positivity, and social connections.

 
read more
 

4 Different Ways to Think of Retirement | Psychology Today

Explore retirement as a goal, lifestyle, long-term process, and mindset influencing decision-making and life quality.

 
read more
 

The 4 phases of retirement | Dr. Riley Moynes | TEDxSurrey

 
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

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.

Wen Shing . Lecturer

Phoebe has been taking care of me and my family's insurance plan for more than 10 years. She is not just a financial consultant, but also a friend who shows care and understanding. She is always there for us when we need her advice on insurance related matters. She will keep me updated on new insurance policy and check on us gently when the current plan is expiring, but never ever hardsell any plans to us. I feel comfortable to share with her our financial needs, and with her around, I am more confident to plan for the better options for my family at the right time, with the right plan.

Michael Gerard Fletcher . Auxiliary Police Officer

Phoebe Wong has been my financial consultant for 10 years after my previous financial consultant left and she took over . I am glad for it for she has been friendly and helpful in settling my son’s medical issue plus my family. Most importantly, she has a passion for the job to do the best for her clients with her expert knowledge. She will take the time to explain steps how to solve an issue. She treats all clients as friends, even remembering birthdays and family details although she has many clients to take care. Each session is like a chit-chat for old friends and a big sister. This has made it very easy to discuss any plans with her. She offers good advice, but never does pressure you to buy something you are not sure of. Phoebe is a dedicated financial consultant whom I would recommend.

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.

Jamie Ho . Accountant

This is to say that the service received from Phoebe is only the best. She is very knowledgeable, kind, courteous and professional. She keeps in touch with me and always answers my question promptly. I greatly appreciate the personal attention that she shows me. Also when ever I hear someone looking for insurance I always tell them to go to her. You could not ask for better service. Thank you from the bottom of my heart.

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 .