View this email in your browser

Soh Xiang Jun

In Touch

A Monthly Curated Newsletter

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

Retirement Date Risk And Sequence Of Returns

Sequence of returns risk is a commonly cited risk for retirees, but an accumulator also faces sequence of returns risk in the form of retirement date risk!

 
read more
 

Key to retirement planning: Don't panic

It can be hard to live within your means after retiring, so make your extra funds work harder.

 
read more
 

Children and Retirement

 
view video
 
 
Proudly Brought to You
 
I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Soh Xiang Jun
 
 
 
WhatsApp Me
-
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.

© Soh Xiang Jun, All rights reserved.

Testimonials and Referral Notes

View the full list

Siow Peng

Xiang Jun is my go-to person for all my Commercial solutions. She has been there for our family since the start of our business and is still there whenever we require assistance.
She is well-versed with the financial products and business requirements, understands our financial standing very well and has been very supportive and responsive to all our needs.
Would definitely recommend her to anyone out there!

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!

Zi Yi

Xiang Jun is patient and clear in explaining the different policies available. She understood my financial situation and suggested a plan which was suitable for my budget and covered my most essential needs. She is responsive and is always willing to go the extra mile. Thankful to have her as my agent :)

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.

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.

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.