18/03/2021
"Success through heartfelt conversations." 🗣
A chat with Life Coach Tony on IG Live tonight @ 9 pm.
Catch us on IG as we share our life journeys that we hope will inspire you!
Hi, my name is
Jeremy Ng
Wealth Manager from a Financial Advisory Firm.
Providing professional advice on financial products that is tailor-made to every person and their situation.
18/03/2021
"Success through heartfelt conversations." 🗣
A chat with Life Coach Tony on IG Live tonight @ 9 pm.
Catch us on IG as we share our life journeys that we hope will inspire you!
12/03/2021
Financial Awareness💡
Life Protection:
· A life insurance policy guarantees the insurer pays a sum of money to named beneficiaries when the insured policyholder dies.
· Term: Provides you with protection only for a fixed period (eg 10 or 20 years), after which the plan expires. You get nothing at the end of the term if no claims were made.
· Whole life: Covers you till the end of your life, as long as you continue to pay the premiums. There is also cash value, which means if you do decide to surrender you can get back what you have paid.
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Feel confuse or simply don't know where to start on protection planning?
Let me guide you, drop me a message and I will journey with you on your financial success! 😎
DM me today/Link in Bio/Click this link https://linktr.ee/JemNg to get a copy of my financial guide!
08/03/2021
Tips 💡
Protection needs planning
1️⃣ Get adequate coverage on your current needs
2️⃣ Cover 5 key areas: Life, health, critical illness, disability & personal accident
3️⃣ Use protection gap calculator & comparison website
Feel confuse or simply don't know where to start on protection planning?
Let me guide you, drop me a message and I will journey with you on your financial success! 😎
DM me today/Link in Bio/Click this link https://linktr.ee/JemNg to get a copy of my financial guide!
05/03/2021
Tips 💡
Retirement planning
1️⃣ Understand your time horizon
2️⃣ Determine your retirement needs
3️⃣ Risk tolerance vs Goals
4️⃣ Time is your best friend, start early as compounding takes time
5️⃣ Consider inflation
Don't know how to plan for retirement? Let me guide you, drop me a message and I will journey with you on your financial success! 😎
DM me today/Link in Bio/Click this link https://linktr.ee/JemNg to get a copy of my financial guide!
04/03/2021
Tips 💡
Best ways to save money
1️⃣ Know your goals & needs
2️⃣ Your time horizon
3️⃣ Knowledge > investing, do proper research & attend courses before investing. Investing in things you have knowledge in.
Don't know how to invest? Let me guide you, drop me a message and I will journey with you on your financial success! 😎
DM me today/Link in Bio/Click this link https://linktr.ee/JemNg to get a copy of my financial guide!
03/03/2021
Tips 💡
Best ways to save money
1️⃣ High interest bank accounts
2️⃣ Using cash management accounts
3️⃣ Insurance saving accounts
Don't know where to save? Let me guide you, drop me a message and I will journey with you on your financial success! 😎
DM me today/Link in Bio/Click this link https://linktr.ee/JemNg to get a copy of my financial guide!
15/02/2021
Tips 💡
Best ways to track expenses
1️⃣ Do it daily (Create the habit)
2️⃣ Use expenses tracking apps or google sheets
3️⃣ Keep within your budget
Don't know how to budget? Let me guide you, drop me a message and I will journey with you on your financial success! 😎
DM me today/Link in Bio/Click this link https://linktr.ee/JemNg to get a copy of my financial guide!
13/02/2021
Tips 💡
How to reduce insurance premiums:
1️⃣ Do yearly review with your advisor
2️⃣ Be open to different company's offerings
3️⃣ Use review or comparison website like Seedly
Want to save more 💰 on your insurance premiums?
DM me today!
DM me today/Link in Bio/Click this link https://linktr.ee/JemNg to get a copy of my financial guide!
12/02/2021
Blessed Chinese New Year to all my friends & clients!
Wishing you good health, prosperity and joy in 2021!
11/02/2021
Tips 💡
1️⃣ Get a Journal
2️⃣ Write your short-term goals
3️⃣ Write your long-term goals
4️⃣ Do your salary breakdown (budget)
5️⃣ Write areas of improvements
Link in Bio/DM me today/Click this link https://linktr.ee/JemNg to get a copy of my financial guide!
10/02/2021
Alerts 🔔
Dear Journal...
Many successful companies have visions. Why not our finances as well? When we have a vision of our finances we can see where we want to go. In the next post, I will be sharing some tips on how to vision! Stay tuned 🙂
Link in Bio/DM me today/Click this link https://linktr.ee/JemNg to get a copy of my financial guide!
09/02/2021
Alerts 🔔
Protection? Being insured? Why?
When it comes to insurance there are always so many questions and concerns. Do not worry! I have the answers for you! Reach out now! I am here to help you! ☺️
Link in Bio/DM me today/Click this link https://linktr.ee/JemNg to get a copy of my financial guide!