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Ronald

In Touch

A Monthly Curated Newsletter

In an environment of rising inflation and uncertainties in global geo-political climate, almost no one is spared from the economic consequences of the day. It is therefore more important than ever to be intentional and mindful in how we manage our finances in our daily living. Here, I have put together some resources which you can tap on to help you gain a better insight on how you can be more savvy with your money.

Inflation woes? We crowdsourced 9 grocery-shopping tips from aunties

Feeling the pinch? Here's a list of simple hacks when you're out shopping for essentials.

 
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How To Create a Personal Budget in 6 Steps

Budgeting allows you to effectively track and manage your income so you can control how much you spend and save. Use the following steps to create and manage a successful budget

 
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JAPANESE MONEY SAVINGS TIPS - Kakeh - Shsei

 
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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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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

Rajesh - Manager @ Singtel

I had the pleasure of working with Ronald on my financial planning journey, and I couldn't be more impressed. He is truly client-oriented, always putting my needs and goals first. His responsiveness and ability to deliver on time gave me peace of mind throughout the process. What sets Ronald apart is his dedication to adding value at every step, going above and beyond to ensure I had a clear understanding of my options and the confidence to make informed decisions. Moreover, he is an exceptional listener, taking the time to understand my concerns and preferences before offering tailored solutions. I highly recommend Ronald to anyone seeking a partner they can trust.

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.

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.

Yani, F&B

I met Ronald for the first time in June, and I was very impressed with his professionalism. He was on time for our appointment and had a very organised introduction. He took the time to listen to my needs and goals, and he was able to explain the different financial options available to me in a clear and concise way. I felt like he was genuinely interested in helping me achieve my financial goals, and I would definitely recommend him to anyone looking for a financial advisor.

Kelly, Regional Account Manager - Customer Success @ TripAdvisor

Bright, motivated and hard working person with strong knowledge in finance management and investment. Additionally he can develop and implement financial plans from personal wealth to family planning, house mortgages.. etc...