Planning Ahead

Xiaojun Dong

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A Monthly Curated Newsletter

We live in three distinct timeframes - the Past, the Present, and the Future. Many times, we tend to live and make decisions based on what gives us immediate gratification, and often to our detriment. Despite not knowing what tomorrow will bring, planning ahead removes uncertainty and provides clarity to our lives. In this issue, I have included articles that I hope will inspire you to take actions that your future self will thank you for.

Planning Ahead Is the Key to Living With More Spontaneity

Scheduling spontaneity doesn't lessen the joy of spontaneity; it enables it. You still have the freedom to do whatever strikes you in the moment - even more so because you know that's exactly what you intended to do.

10 Reasons To Start Christmas Planning Early

With a bit of forethought, there's no reason it needs to be quite as nerve-wracking or frustrating as often the days leading up to the holidays are. So, in case you're not entirely convinced of the benefits that early preparedness brings, let's take a look at the 10 reasons to start Christmas planning early.

What are the chances?

We can't predict the future, but we can plan for it. But why does this even matter? Meet some ordinary people thinking about these things.

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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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Chen Si

A friend recommended Xiaojun to me, and from our conversations, it’s clear that she genuinely cares about my situation. She doesn’t just suggest products; she takes time to understand my concerns. That’s why I recommend her as my financial advisor.

Bara (Analyst)

I recommend Xiaojun as an exceptional insurance advisor. She has been instrumental in managing both my life and hospitalization insurance policies with professionalism. Xiaojun's dedication to her clients is evident in her proactive approach to ensure comprehensive coverage and timely assistance. Xiaojun also helped me to facilitate the claims process. She helped me claim pre and post-hospitalization claims, ensuring that I received my reimbursement of medical expenses without any hassle.

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.

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.

Yao Yao (civil engineer manager)

Xiaojun is my friend and we have known each other since we frequented the same gym. In my view, xiaojun is steadfast and organised. So I decided to trust xiaojun with my ongoing financial planning needs.

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.