In Honour of Moms

Xiaojun Dong

In Touch

A Monthly Curated Newsletter

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

At 29 and married for just a month, she found out she had Stage 3.5 lymphoma and fought for her life

One month after her wedding, Kristen Juliet Soh discovered she had advanced lymphoma, a type of blood cancer that affects the body's lymphatic system. She opened up to CNA Women about how she fought for her life, overcame extraordinary trials with her husband, and went on to have two children.

Financial Lessons From Mom That Built A Lasting Legacy

Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.

Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB

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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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Weishan, Treasury Manager

Xiaojun is very responsive and dependable. Knowing her as co-worker during her previous accountant job. As a financial consultant, she is able to advise me on my different life stages and the needs accordingly. And I can always reach out to her easily when I needed.

Yi Ni

Xiao Jun brings a vibrant energy to our workplace, spreading positivity and laughter effortlessly. She seamlessly fits into the team, showcasing her easygoing and friendly nature. What sets Xiao Jun apart is her outstanding commitment to client service – even during vacations, she stays dedicated, fine-tuning client needs and addressing concerns. Xiao Jun's unique blend of warmth, teamwork, and unwavering commitment makes her an invaluable asset to our collaborative environment.

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.

Adrian

Xiaojun is my ex-colleague and I observed that she has practised her professional knowledge from account to financial advisor sector and I trust her as financial advisor.

Mei Yen

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

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.