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Jolena He

In Touch

A Monthly Curated Newsletter

As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well.

4 Things Mothers in Singapore Should Do to Plan for Their Finances

A 2015 survey showed that 75% of Singaporean mothers surveyed had not even thought about retirement, let alone started planning for it. If you’re spending all your energy running after the kids or making sure they pay attention during tuition, here four things you should not forget to do for your finances.

 
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Mums, pay attention to finances

Financial experts advise that it makes sense for mothers (and just about anyone) to pay attention to their financial affairs. According to the US-based National Centre for Women and Retirement Research, nine out of 10 women will eventually have to manage their finances on their own at some point, due to circumstances ranging from leaving the workforce to care for a family member, to becoming divorced or finding themselves widowed.

 
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Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance

 
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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.
 
Jolena He
 
 
 
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Testimonials and Referral Notes

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Esther, Accounts executive

Jolena has been helpful in giving me a clear understanding of all the insurance policies my family and I have, making it so much easier to see the big picture. She emphasized the importance of nominations and even went the extra mile to help us complete them, including policies from other agencies. Her proactive and supportive approach has been a huge help—thank you!

Daryl, Executive

Thank you Jolena for ensuring I have adequate coverage and also a better return on my insurance premiums. She was meticulous in her planning and I feel confident making my decision.

Kit Ying, Manager

I recently had the pleasure of meeting Jolena, and I couldn't be more impressed with the exceptional service and expert advice I received. Jolena took the time to understand my unique needs and provided personalised recommendations that perfectly aligned with my goals. Her in-depth knowledge of financial plan options and the ability to explain complex concepts in a clear and concise manner made the entire process seamless and stress-free. I was particularly impressed by Jolena's attention to detail and commitment to finding the best solutions for me. Thanks to Jolena, I now have peace of mind knowing that I have the right coverage in place. I highly recommend Jolena to anyone seeking trusted and professional financial guidance. Her expertise and dedication to clients are truly unparalleled.

Yvonne, HR Executive

Jolena has been very helpful and is a knowledgeable advisor who genuinely cares about her clients' well-being. Her quick responses and clear explanations have made it so much easier to make decisions. Jolena's friendly and supportive approach makes talking about these matters feel easy and comfortable, and I have confidence and trust in her. Thank you!

Wee Boon, Operations

I have many policies from different insurers but have forgotten what I've bought. Jolena summarized all my existing policies and did a review of my current portfolio and provided some advice to help me realign my needs based on my current life stage. She is clear in her explanations, making it easy for me to understand what she is sharing. Documents she brought were also neatly placed in a folder, which made it very convenient for me to review and reference. Really appreciate her patience and friendliness when answering all the queries i had. Thank you Jolena!

Tina, Executive

Jolena is a very approchable and attentive agent. Appreciated for her patience to go through a summary of all my insurance plans to date in order to have a better overview of what I am lacking. She is very easy to talk to and build trust with. She answers your questions and concerns with both pros and cons so that you can make a better decision on what works for you. Thank you once again for being my agent!