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Phoebe Wong

In Touch

A Monthly Curated Newsletter

We live in three distinct timeframes - the Past, the Present, and the Future. Many times, we tend to live and make decisions based on what gives us immediate gratification, and often to our detriment. Despite not knowing what tomorrow will bring, planning ahead removes uncertainty and provides clarity to our lives. In this issue, I have included articles that I hope will inspire you to take actions that your future self will thank you for.

Planning Ahead Is the Key to Living With More Spontaneity

Scheduling spontaneity doesn't lessen the joy of spontaneity; it enables it. You still have the freedom to do whatever strikes you in the moment - even more so because you know that's exactly what you intended to do.

 
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10 Reasons To Start Christmas Planning Early

With a bit of forethought, there's no reason it needs to be quite as nerve-wracking or frustrating as often the days leading up to the holidays are. So, in case you're not entirely convinced of the benefits that early preparedness brings, let's take a look at the 10 reasons to start Christmas planning early.

 
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What are the chances?

We can't predict the future, but we can plan for it. But why does this even matter? Meet some ordinary people thinking about these things.

 
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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.

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.

Sarah Tan . Material Planning Specialist

I had an financial consultant that left me with a very bad impression. Was looking around to switch to another financial consultant when my friend recommended Phoebe to me. She is totally what I am looking for in an insurance financial consultant. Responsible, helpful and always patient in listening and answering my questions. She is an financial consultant that is hard to come by and will totally make her customers feel appreciated. Glad that I made a good choice!

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.

Wendy Ho . Prudential Group Financial Services Director

Phoebe is my senior when I joined this industry. She has been my role model since then. There are plenty of things that I like about her not just in the scope of work. Phoebe is a family person and that makes her a person with gratitude. She appreciates every small gesture from people she meet and she never fail to give back. At work, she strived to provide the best for her clients in terms of service and support. I am really happy to have met her in my life and have her working with me. Thank you Idol!

Zhi Wei & Li Shan . Engineer & Manager

Thank you to Phoebe for her excellent service and always keeping a lookout for us, ensuring that we continue to keep up with the care and protection needed along with time, and offering us advice on life planning while catering to our needs and budget. She is never pushy and genuinely care for her clients well-being. Happy to be on the journey with Phoebe for the past decade, and we look forward many more decades ahead!