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Xiaojun Dong

In Touch

A Monthly Curated Newsletter

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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19 Personal Finance Tips You Were Never Taught—but Need to Know

We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest.

 
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Financial Advice From KIDS

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Xiaojun Dong
 
 
 
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Testimonials and Referral Notes

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Yolene

Xiaojun is a phenomenal asset to our team, showcasing a remarkable blend of capability and a fantastic sense of humor. With a solid background in the financial sector, her commitment and dedication to her work are truly commendable. Xiaojun doesn't just contribute professionally; she brings an infectious laughter that elevates team spirits. I have no doubt that her exceptional qualities will propel her to soar and excel within our team. It's been a pleasure working alongside Xiaojun, and I'm eager to witness her ongoing success and positive impact on our collective endeavours.

Angela Chen

I got to know Xiaojun through my company insurance partner. She is very knowledgeable about both personal and company insurance. She patiently explained the plan coverage to me and even helped me review my current coverage. That’s why I chose her to be my insurance agent.

Jolena

I am delighted to write a recommendation for Xiao Jun. We used to be former colleagues as auditors. I had the pleasure of working alongside Xiao Jun for many years especially now that we are working alongside with each other as financial consultants. Xiao Jun is a reliable team player. She is always willing to share her knowledge and expertise, contributing to our team. I can attest to her exceptional skills, work ethic, and professionalism in this industry.

An Yi, marketing senior executive.

Xiaojun is my insurance agent. Xiaojun has demonstrated a deep understanding of insurance products and a warmheartly commitment to providing her service. Xiaojun's expertise has been invaluable in helping me navigate the complexities of insurance policies. She took the time to thoroughly explain the details, ensuring that I had a clear understanding of my coverage options. What sets Xiaojun apart is her dedication to finding solutions tailored to my specific needs. Her attention to detail and proactive approach have given me confidence in the insurance choices that I have made.

邱阿姨

晓军是我的保险经纪人。 最近我的眼睛不舒服,晓军帮忙订好时间,陪我去伊丽莎白眼睛专科去看眼睛,护士说英文,晓军就帮忙翻译。忙了一上午,谢谢晓军的照顾。

Wei Jie (senior risk analyst)

I have known Xiaojun as my ex-colleague and now as my financial consultant. During our time working together, we formed a strong professional bond and collaborated seamlessly to achieve our goals. Seeing Xiaojun pursue her own career path as a financial consultant fills me with pride and satisfaction. Her expertise and genuine care for her clients are truly commendable. I'm happy to have her guiding me through my financial journey, knowing that I can trust her completely. Xiaojun's transition from colleague to consultant speaks volumes about her adaptability and determination, and I have no doubt that she will continue to thrive in her chosen field.