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Soh Xiang Jun

In Touch

A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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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.
 
Soh Xiang Jun
 
 
 
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Testimonials and Referral Notes

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Jia Huan

Xiang Jun embodies what it means to be a ‘personal’ financial advisor. She has never failed to wholly consider the unique circumstances of my (and probably all her client’s) financial circumstances, offering options which best suits my needs.
Xiang Jun is also always generous with her time and attention to details. This allows me to rest easy in the knowledge that I have all the necessary information to make the most prudent financial decisions, as well as the means to do it with Xiang Jun’s help.
Most importantly, she has an increasingly rare trait: sincerity in her determination to ensure the best possible outcome for her clients. While I can’t claim to always make the best financial decisions, choosing Xiang Jun as my advisor is definitely one of them.

Clovis

Xiang Jun goes over and above what is needed of her to make sure my family is covered and we are grateful for all the advice she has given us. I remember once when I had a car accident and she took the time to drive to where I was and actually followed me to the workshop. More than that, she just wanted to make sure I was alright.
Thank you for your dedication and genuine care!

David

My previous servicing agent from GE left and Xiang Jun was allocated to me as my new consultant.
Just simply based on her name, I didn't even realise she was a girl and at a much younger age than I am! But that didn't matter.
She is very willing to share her very insightful knowledge with me and allows me sufficient time for my every decision. Being an Otaku, other than depending on Google for information, her advice has also helped me substantially in making more informed decisions on my insurance and financial planning portfolio.
I'm definitely looking forward to maintaining our advisor-client relationship moving ahead.

Kang Wee

A personal financial adviser needs to be reliable, empathetic and trustworthy, and Xiang Jun embodies all these qualities. Despite my repeated and incessant questions, she patiently answers them all, explaining what will be the options available given my situation at various points in life. While I thankfully haven't needed to make any major insurance claims, I have no doubt that I can depend on her should the need arise.

Li Lin

I first met Xiang Jun as the Trainer of my Winter Internship. She was a really kind person who always put others first and never failed to be there for those in need. I admire how alert she is, and is always ready to settle any unexpected misfortunes.
By having her as a consultant, you will not have to worry that your problems cannot be settled in time. More importantly, she is sincere and responsible. She treats her clients like her friends/family and always wants the best for them. She provides constructive advice according to the needs of her clients and makes sure to follow up with all her clients thereafter.
I feel really blessed to have her as my agent too! :)

JT Choong

I have known Miss Soh for a little over a year through my son. Through this short period of time, I had purchased a few short-term GE policies with her assistance. Each time, Miss Soh would take her time to patiently explain to me, the benefits (and possibilities) of each policy prior to my making the final decision. She demonstrated an innate ability to simplify and carefully explained, all the financial and insurance-related jargons that would otherwise have baffled non-finance-trained senior citizens like me. She had never attempted to force me into purchasing any policies that she had presented to me. Recently and at my beckoning, Miss Soh and I had a 3-hour face-to-face meeting where she very carefully and painstakingly explained to me the various non-GE-related medical insurance policies that I had previously purchased. She also provided me excellent suggestions on how I could revamp my various medical polices to save on expenses at my present age. I am extremely pleased with Miss Soh’s efforts; assisting me in planning my financial and insurance needs. She demonstrates care and compassion in helping me resolve my current financial and insurance needs. I would not hesitate to recommend Miss Soh to my friends and associates as and when the opportunity arises.