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Shawn Koh Jia Ming, CFP®

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
 
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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.
 
Shawn Koh Jia Ming, CFP®
 
 
 
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WhatsApp me at +65 82239982   
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Testimonials and Referral Notes

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Kurniawan & Henny

My wife and I have benefited from meeting with Shawn. He is friendly, professional and well organized. The summary of insurance plan he prepared for us is very useful; it reminds us the benefit for each insurance plan we have. Thanks a lot for your patience and helpful explanation !

Dr Balasubramanian

I found Shawn friendly with great communication skills. He is prompt and helpful. He also offered appropriate advice on the covers. He will be an asset to the firm.

Adabelle Wong

Shawn is patient and gives good advice without being pushy or expecting you to buy the plans. He is genuine and follows up regularly. He is very reliable and I got plans for not just myself but all my children from him.

K.F Lock, Adjunct Professor

My wife and I feel comfortable, confident and also carefree after Shawn’s help in planning for our health and insurance plan. Thank you!

Leroy Ong, Civil Servant

I don't often write testimonials, but when I do, it's for Shawn. Truly someone I fully trust, and knows that he has nothing but my interests at heart.

Teh Yi Ting, General Manager

Shawn is very attentive, responsible and prompt with his service. My claims never has any issue and he is always efficient in processing them. Highly recommend Shawn if you do not want to worry about your insurance claims, whether is investment or protection , he is here for you!