View this email in your browser

Lam Boon Siong Simon

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.
 
Lam Boon Siong Simon
 
 
 
-
WhatsApp me at +65 90046797   
-
unsubscribe
You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above.

© Lam Boon Siong Simon, All rights reserved.

Testimonials and Referral Notes

View the full list

Joyce, Sales Executive

I am very grateful to meet a wonderful Insurance Agent. I am always very skeptical about Insurance Agent. Therefore, I only trust the people I know. All my plans are brought from friends and relatives. After I bought my first plan from my friend, he was good for the first few years. But disappears after that. I thought I can rely on my friend but disappointed that he did not contact or keep in touch for a long time. Thereafter, a new agent provided his service but also stopped after a short period. And I met Simon! He is really very professional, accord great service and always very patient in helping me with the changes in my plans. The most touching part is that’s he really make effort to keep in touch in the nicest way which I truly appreciate. I will definitely recommend him to anyone that needs professional help in their insurance plans.

Ashlyn, IT Analyst

I was introduced to simon by a close friend. My policies was managed by another friend then, who i supported when he first got into financial advisory. My friend-agent was comission driven rather than putting my interest/needs into consideration. I am thankful to have meet simon, and he is more then willing to have all my policies transfered to him so he could manage it holistically despite not earning a dime to my existing policies. He have been still managing them till date, and have been very helpful and proactively contacting me on a regularly basis to review my policies and share new policies thats applicable to best of my interests after understanding my ever-changing concerns. No regrets in changing agents years back, one of the wiser decision i made! Thanks simon.

Lynn, Accountant

I’ve had my fair share of experience with financial planners , typically coming across as opportunistic and hard sellers which made me avoid them at all costs. Simon has been a breath of fresh air. He is not only down to earth, but also pragmatic. In the last 6 years, Simon has been supporting my financial planning needs, always at hand with great advice. Thanks Simon!

Kia Choon, Remiser

Simon has been serving me for more than 10 years diligently. I got to know him from cold call and initially I was skeptical but his sincere services build the trust over time. He showed that he really care about my actual needs and is always very patient in his explanations of various questions I have regardless how much details I require. He has shown his professionalism and knowledge time and over again. I feel secure to have entrusted my families’ portfolio with him. He is definitely someone that you can fully entrust to and I would strongly recommend him.

Manfred, Sales Manager

Simon has been a trusted advisor for last 10 years. Since the first time that we engaged his services, he has always been prompt and dilligent whenever we have doubts or queries. He has also given valuable advice as we progressed through the different stages. From the initial insurance coverage to retirement planning, he has provided holistic planning and execution in the entire process.

Mdm Sung, Secretary

Simon is very prompt in answering my questions and concerns and he is very knowledgeable, and he explained all my options. He was very helpful, courteous, and friendly! I truly appreciate the exceptional service he provided me.