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Xiaojun Dong

In Touch

A Monthly Curated Newsletter

In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together.

2024 Financial Goals: 5 Resolutions to Avoid

Kay Dee Cole advises avoiding vague or overly ambitious financial resolutions for 2024, emphasizing realistic, value-aligned goal setting.

 
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5 Reasons You Should Create Reflection Rituals At The End Of The Year

Danielle Anson discusses the benefits of end-of-year reflection for personal growth, healing, and setting future intentions.

 
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The Habit That Could Improve Your Career | Paul Catchlove | TED

 
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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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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.

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.

Ning Jian (engineer)

I was introduced to Xiaojun through my wife’s recommendation. Xiaojun possesses great knowledge about financial planning, particularly regarding family protection coverage, which is essential for us. We opted for Xiaojun's services as she is warm-hearted and professional.

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.

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.

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.