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James Ong

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
Proudly Brought to You
 
I seek to reach out to people who believe in creating a safe financial environment for 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.
 
James Ong
 
 
 
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WhatsApp me at +65 85774415   
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Testimonials and Referral Notes

View the full list

Yew Siang. Masters student. Stanford University

There can be many intricacies in insurance products and it is important to find a capable financial consultant you can trust. James more than fits the bill - he is hardworking, on-the-ball, and eager to learn. You can ask questions on any insurance planning concepts and get prompt and detailed replies. With James as your financial consultant, I’m sure you will be in good financial shape.

Vivian Chua

James helped me to understand and visualise my finances better with Goalsmapper, his proprietary software as his value-added service. I feel this is very helpful and would like to recommend you to have a chat with him and get yourself your own chart too!

Lim Teng Jie. Law Graduate. NUS.

James is a an excellent financial consultant who is caring, dedicated and enthusiastic. He takes time to explain difficult insurance terminology in simple and easy to understand ways, and constantly updates himself on policy changes so that the coverage he advises on will always be the most effective one for your lifestyle. You can be assured that he constantly has your best interests at heart.

Omy Romelu. Research Supervisor. Evoqua Water Solutions

You are not alone if you think that financial matters are not getting simpler through the years, with crypto currencies to robo-advisors. I made a mistake to purchase a savings plan with the bank only to find out it was an endowment policy. Luckily James was here to guide me and understand what it was together with my colleagues. I’m confident James will be your biggest asset.

Bharat. Civil Engineer. Aecom Corporation

I got to know James through a good friend who have benefitted from his work. This time, I had a stopover in Singapore as I was travelling from India back to Australia. He brought me around to visit the sights fully funded. I like what he does and I believe you should get to know him too.

Alwyn Chan. Legal Associate.

Caught up with James recently and even started to work with him on my financial portfolio. It has been an insightful experience for me as James really knows his stuff. He even goes the extra mile to question me when I do not have questions. You won’t regret getting to know this friend of mine.