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Ronald

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.
 
Ronald
 
 
 
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Testimonials and Referral Notes

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Alex, Manager

I have worked with Ronald for many years on our investments and retirement planning. I was very impressed with his trustworthiness, client-orientation, and value-added services. Ronald is very trustworthy and put my interests first throughout the entire process. He took the time to understand my financial goals and concerns, and he made sure to explain all of the options to me in a clear and concise way. I felt confident that I could trust Ronald to make the best decisions for my financial future. Ronald is also very client-oriented. He was always available to answer my questions and he went above and beyond to help me understand my financial situation. He was also very patient with me, even when I was asking a lot of questions. Finally, Ronald provided me with a lot of value-added services. He helped me to identify opportunities where I could invest my money, and he also helped me to create an investment plan that would help me to achieve my retirement goals. I am confident that I am in a much better financial position now thanks to Ronald.

Terry

Ronald have a good knowledge in investment and also mortgage.

Dan Ler, Real Estate Rep @ ERA

Received very professional advice from Ronald, with regards to protecting my clients assets against inflation and sudden death. He has been a very crucial part of the closing of my 2 units in Pasir Ris and Loyang

David - Engineer

I want to express my gratitude to Ronald. He excels in staying up-to-date on financial trends and consistently provides value-added services that have significantly enhanced my financial journey. Ronald is not only knowledgeable about the latest market trends but also incorporates this awareness into our discussions, helping me navigate opportunities and risks effectively. Beyond traditional advice, he delivers insightful analyses and personalized recommendations, adding substantial value to my financial decisions.

Nathanael Tan - Software Engineer @ Homage

Worked with Ronald for more than a year, he is truly a master of his craft whether it's his knowledge of the financial industry or his rapport with his clients. Would definitely seek his advice on financial products and mortgage related queries

HX - Pharmacist

I am delighted to express my appreciation for Ronald, my financial consultant, who has consistently demonstrated a client-oriented and proactive approach. Ronald stands out for his genuine commitment to understanding my financial goals, tailoring advice to my needs, and making me feel truly cared for. What sets Ronald apart is his proactive mindset. He anticipates challenges, adjusts strategies promptly, and keeps me informed about market trends. This proactive communication style has instilled confidence in his ability to navigate the financial landscape.