Planning Ahead

Shawn Koh Jia Ming, CFP®

In Touch

A Monthly Curated Newsletter

We live in three distinct timeframes - the Past, the Present, and the Future. Many times, we tend to live and make decisions based on what gives us immediate gratification, and often to our detriment. Despite not knowing what tomorrow will bring, planning ahead removes uncertainty and provides clarity to our lives. In this issue, I have included articles that I hope will inspire you to take actions that your future self will thank you for.

Planning Ahead Is the Key to Living With More Spontaneity

Scheduling spontaneity doesn't lessen the joy of spontaneity; it enables it. You still have the freedom to do whatever strikes you in the moment - even more so because you know that's exactly what you intended to do.

10 Reasons To Start Christmas Planning Early

With a bit of forethought, there's no reason it needs to be quite as nerve-wracking or frustrating as often the days leading up to the holidays are. So, in case you're not entirely convinced of the benefits that early preparedness brings, let's take a look at the 10 reasons to start Christmas planning early.

What are the chances?

We can't predict the future, but we can plan for it. But why does this even matter? Meet some ordinary people thinking about these things.

view video

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®

WhatsApp Me

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.

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

View the full list

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!