In Honour of Moms

James Ong

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.
James Ong

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Testimonials and Referral Notes

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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.

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!

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.

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.

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.