How To Ride The Dragon

Shawn Koh Jia Ming, CFP®

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A Monthly Curated Newsletter

As we embrace 2024, discover essential insights for a prosperous journey ahead. Explore key financial strategies and economic trends aligning with the Dragon Year's promise of prosperity. Immerse in the cultural vibrancy of the Lunar New Year celebrations. I hope this issue with its blend of wisdom and practical advice equips you to navigate the opportunities and challenges ahead with confidence. Together, let's ride the Dragon!

Chinese New Year 2024 - 10 Best Reunion Dinner & Delicious Takeaways!

Elevate your Chinese New Year celebrations in 2024 with the 10 best reunion dinner options in Singapore

Eight Money Resolutions to Consider for a Financially Secure 2024

The article outlines eight financial resolutions for 2024, focusing on evaluating personal finances, practicing the ‘3Ms’ (Measure, Monitor, Manage), starting an emergency fund, budgeting, investing in oneself, paying off high-interest debts, diversifying investments, and establishing a regular savings plan.

The World Ahead 2024: five stories to watch out for

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Proudly Brought to You 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!