Guiding Principles and Tips on Taking Charge of Finances in Our Lives

Xiaojun Dong

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In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

Freedom from the money culture | Lynne Twist | TEDxBerkeley

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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.
Xiaojun Dong

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Testimonials and Referral Notes

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Mei Yen

Xiaojun is my insurance agent and is always very attentive to my messages and responsive to my questions.

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.

Raja

When I met Xiaojun, I expressed my interest in reviewing hospitalization plans for myself and my family. She provided a thorough explanation of how the plans work, demonstrating her in-depth product knowledge. She also explained the personal accident plan and its workings. I believe Xiaojun has extensive product knowledge, so I recommend her as a thorough and knowledgeable financial advisor.

Hu Xikun (Owner of IP creator firm)

Xiaojun, my former Polytechnic school junior and colleague at a Big Four firm in Singapore, has always demonstrated a strong commitment to her work. Recently, when I sought her advice on insurance plans, Xiaojun impressed me with her personalised recommendations. She took the time to understand my needs before presenting me with two different insurance options to choose from. Xiaojun's client-centric approach and genuine care for her clients' preferences make her an excellent advisor. I highly recommend Xiaojun to anyone seeking trustworthy financial guidance.

Lee Yuan

Xiaojun reviewed my existing insurance portfolio and identified a gap in my early critical illness coverage. She thoroughly explained how my plan works and, based on my needs, helped me add the necessary coverage for the future.

Li Ping (Tuition teacher)

Xiaojun has been my friend for many years. I've witnessed her transition from an auditor to a financial consultant. I trust her expertise for my financial planning because she is warm-hearted and detail-oriented.