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Shawn Koh Jia Ming, CFP®

In Touch

A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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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.
 
Shawn Koh Jia Ming, CFP®
 
 
 
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DISCLAIMER

This is not an official AIA newsletter. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.

© Shawn Koh Jia Ming, CFP®, All rights reserved.

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!