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Phoebe Wong

In Touch

A Monthly Curated Newsletter

Navigating the rising cost of living requires strategic planning. This issue provides tips on budgeting, skill development to increase income, and utilising resources to manage money. I hope these strategies help empower you to stretch your money further and maintain financial stability.

9 High-Income Skills to Develop in 2024

This article outlines nine high-income skills to focus on in 2024, including UX design, project management, data analysis, software development, content creation, AI, leadership, communication, and teamwork.

 
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Making the Most of $300 Climate Vouchers

This article explores how households can utilize $300 climate vouchers to adopt sustainable practices and products, emphasizing the importance of climate action through accessible financial support.

 
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Investment opportunity matters: How to close the wealth gap | Jason Frishman | TEDxBabsonCollege

 
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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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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.

Felix Chua & Eva Wong . Driver

Phoebe Wong has been the financial consultant for me and my wife for about 13 years . She is friendly, helpful & dedicated In explaining according to our individual needs regarding the policies. She is highly efficiency and fast responsive in our medical claims. She treats us like family members and remember our birthdays, will receive greeting cards from her on festive occasions as well . We had purchased some policies from her and recommended some friends and colleagues to her. We believe she can take good care of her clients well-being like friends and family members. She is a highly recommended financial consultant , keep going and Thumbs up for you Phoebe! Cheers

Betty Choong . Account Executive 

Since 2009, Phoebe Wong has been my financial consultant for 12 years. She has always been a responsible, helpful, friendly and professional insurance financial consultant. I got good advice on health and wealth policies from her, but she never forced us to buy something we are not sure about. She will customize the most suitable insurance policy for you & explain it until you fully understand. She treats us like friends and will send birthday and Christmas wishes to me & my family every year. Sometimes she will also prepare some special gifts for us. I would rate her service as excellent and highly recommend Phoebe Wong to all.

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.

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.