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Fiona Phang

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.
 
Fiona Phang
 
 
 
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Testimonials and Referral Notes

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Cindy, Accountant

Working with Fiona was a truly pleasant experience. She is sincere, patient, and always takes the time to listen carefully before offering any advice. What I appreciate most is how she explains things in a clear and comfortable way, without making the conversation feel pressured. Even though it was our first meeting, it felt very natural and easy to talk to her. Jocelyn genuinely takes the effort to understand your situation before suggesting options that could suit your needs. I’m grateful for her thoughtful guidance and would definitely recommend her to anyone who is looking for someone trustworthy and approachable.

Jun Wei, Server

见到Fiona之前我就了解了自己马来西亚的保险没有办法在新加坡完全报销,但没有太多机会可以去接触,身边没有遇到真正一个agent懂我要的保单。刚好遇见了Fiona帮我做分析、go through 外国人在新加坡的医疗福利哦。过程中有问题不明白的她也会很有耐心的帮我解答,也不会强制你买👍也会依据我个人的需求和budget定制一个适合我的方案给我。 把我的保单交给Fiona打理很安心,以后有朋友想要了解我也一定会介绍Fiona💯

Tommy, Technician

通过同事介绍认识Fiona,她为我分析我现有的保障再为我定制属于我 适合我对我未来有帮助的规划。 Fiona很专业,耐心也不会Hard sales,过程也很舒服,有问必答。如果身边有朋友想要了解理财,我一定会介绍Fiona😊

Mr Wong, operation executive

I’m really grateful to have connected with Fiona through a recommendation. She’s a dedicated and knowledgeable financial consultant who genuinely takes the time to understand my situation and goals, whether it’s for health coverage or long-term financial planning. Throughout our conversation, Fiona broke everything down clearly and patiently, helping me understand what I currently have and what I’m missing. Her sincerity and professionalism gave me a lot of confidence in making the right decisions for myself and my future. You truly opened my eyes to the importance of planning early and planning right. 👍🏻

HuiMin, Logistics Executive

I’m really thankful to be introduced to Fiona through a friend. She’s a very professional and knowledgeable financial consultant who takes time to understand my needs in both health and financial planning. During our discussion, she explained everything in great detail and made it very easy for me to understand how my existing insurance works and how to plan better for my future. Her sincerity and patience truly made me feel assured and confident in my decisions. Thank you, Fiona, for your detailed analysis and genuine sharing, you helped me see the importance of proper financial planning! 👍🏻👍🏻

Lawrence, Accountant

Fiona是一位非常专业又细心的理财顾问,她会耐心地了解我的需求,给我分析不同的保险与理财方案,让我更清楚知道哪一个最适合自己。 从始至终都以我的立场出发,确保我能得到最合适、最全面的保障 也很我未来的目标的规划是一致的。和她沟通的过程中,我感受到的不只是专业,更是一份让人安心的信任感😊