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Xiaojun Dong

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A Monthly Curated Newsletter

As we embrace 2024, discover essential insights for a prosperous journey ahead. Explore key financial strategies and economic trends aligning with the Dragon Year's promise of prosperity. Immerse in the cultural vibrancy of the Lunar New Year celebrations. I hope this issue with its blend of wisdom and practical advice equips you to navigate the opportunities and challenges ahead with confidence. Together, let's ride the Dragon!

Chinese New Year 2024 - 10 Best Reunion Dinner & Delicious Takeaways!

Elevate your Chinese New Year celebrations in 2024 with the 10 best reunion dinner options in Singapore

 
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Eight Money Resolutions to Consider for a Financially Secure 2024

The article outlines eight financial resolutions for 2024, focusing on evaluating personal finances, practicing the ‘3Ms’ (Measure, Monitor, Manage), starting an emergency fund, budgeting, investing in oneself, paying off high-interest debts, diversifying investments, and establishing a regular savings plan.

 
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The World Ahead 2024: five stories to watch out for

 
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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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Yee Theng (finance manager)

I worked with Xiaojun together in my previous job. Xiaojun is always self-motivated and cheerful. I trust her to be my new financial advisor when she told me she has switched her career path and became as financial advisor.

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.

Ezra (compliance analyst)

Xiaojun is my insurance adviser, and her expertise in the field is truly commendable. Not only does she possess in-depth knowledge about various insurance options, but her specialization in investment products sets her apart. Xiaojun guided me through the complexities of investment-linked insurance policies with clarity and patience, ensuring I made informed decisions tailored to my financial goals. With her guidance, I feel confident in my insurance and investment choices. I highly recommend Xiaojun to anyone seeking a knowledgeable and trustworthy insurance adviser.

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.

Lu Lipeng (Founder of Reepon&Co accounting firm)

I having crossed paths with Xiaojun through a mutual acquaintance, I recognised her as a professional of exceptional caliber. With a background as an auditor from Big four firm, Xiaojun's commitment to detail was evident from the start. She took the time to thoroughly understand my financial needs, recommending insurance solutions that tailored to my situation. Xiaojun's dedication to her craft and her clients is truly admirable, and I am grateful for the peace of mind she has provided me through her thoughtful recommendations. I wholeheartedly recommend Xiaojun to anyone seeking sound financial advice backed by professionalism and a genuine commitment to client satisfaction.

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.