View this email in your browser

Angela Tan

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
Proudly Brought to You
 
I seek to reach out to people who believe in creating a safe financial environment for 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.
 
Angela Tan
 
 
 
-
WhatsApp me at +65 97857480   
-
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.

© Angela Tan, All rights reserved.

Testimonials and Referral Notes

View the full list

Rachel.

Nobody has specifically said being a financial advisor was easy work and nobody is liberal on discussing about finances mainly an individual future unforeseen circumstances of death and critical illness. Angela has developed and executed a selfless approach towards the well-being of my financial needs during the journey I have recognized her. There is a strength of character throughout my interaction with her and a great appreciation was demonstrated on her job despite tough pursue along the way. She has assured on all needs and concern, displayed and aggregated all information compressed into an actionable plan that were beneficial to me without compromising my financial status. Emotional engagement was demonstrated in conjunction with rational thinking. All regulatory updates and portfolio were upkept by her with little to no hassle. I’d greatly provide my utmost recommendation on having her as your trusted financial advisor.

Thinn. Doctor. Expat

I would like to express my feeling here what an excellent agent I had. Angela took a great care of us on my daughter's insurance. I was very much grateful to her endless help in my daughter's surgery claims which needed expedited processing before I left Singapore for relocation to overseas - on top of hassles in the midst of COVID-19 pandemic. She rendered a professional service in which I could sense her sincere passion and hearty attitude towards her client. She was always (even out of office hour) a call or a WhatApp away with her rapid responses to all my big and small queries or concerns. She assisted me with my claim process without any delay. Not only did she come down to the hospital and helped me with paperwork, she even once drove to my home in the middle of the night (it was a rush since I was leaving Singapore early next morning) to complete paperwork on the last-minute changes of my hospital bill. Angela took her client's need seriously and, needless to say, she is the best agent I've ever worked with.

Seow Teck. IT Enginner. Allianz Technology

Angela is one of my trusted agent not because she try to understand what i need. Rather is because she goes the extra miles to plan and explain my current needs, wants and my future needs. Given my character of laziness to bother, she will gather my portfolio from different plans related to me and provide then into a simple summary for me to remember. I used to have fear of insurance due to past incident due to claim issue but with Angela, I know can entrust my financial planning to her as she will be there when you need her.

Justin. Senior Property Officer. EM Services Pte Ltd

Angela was a gem that I happened to chance upon that helped to guide me towards reaching my financial goals. With Angela around, she takes the extra effort to ensure that I understand the policies that she has thoughtfully recommended to me. She breaks it down into simple terms, without me having the difficulty to understand the foreign jargon! I'm thankful to have Angela as my financial consultant as she's so dedicated and meticulous to my financial portfolio, and it's in good hands!

Joe Ng. Sales Executive. Focus Landscape Pte Ltd

I’ve met a lot of insurance agents from roadshows, street prospecting and none of them are as good as Angela. Previously, I’ve heard a lot of naysayers and negative stuff about pushy and bad insurance agents but I must say Angela has changed my perspective of insurance agents and she never fail to uphold her professional standards in every aspect of her job that I see. She has been very prompt in answering my queries on my policies and was able to settle my claims for me in a fuss-free manner. She made sure she listened to my needs and only recommend solutions that would be beneficial to my situation and circumstances. All in all, there’s no one I would entrust my insurance portfolio to, except her. Keep up the good work!!!

Ren Chuan. Regular. SAF

As an insurance agent, Angela not only does her job, but goes the extra mile. Not only did she does her job, she treats her customers as her friend. When she give her word to get back to your queries, you don't have to ask a second time. She get back to you as soon as she find out the answer. As a lazy and forgetful person. I don't monitor my policy. Everything is taken care by Angela. Even to the finest details of guiding me to change my password for me. When reviewing my policies with me, she's also accomodate to my free time, even it is on weekends at my convinent place.