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Ronald

In Touch

A Monthly Curated Newsletter

Amidst rising costs, aging and retirement planning is becoming a growing concern for many. Yet, more than just ensuring financial readiness, one who is planning to retire also needs to be psychologically prepared for the shifts in lifestyle, routine and everything that comes along with it. In this issue, let's explore expert tips on staying healthy, mentally sharp and financially secure, so we can age gracefully in our golden years.

Tips for Aging Well: 10 Habits for Physical and Mental Fitness

BetterUp recommends ten habits for well-being in ageing, emphasizing exercise, health checks, sleep, positivity, and social connections.

 
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Snap Insight: Budget 2024 CPF measures will improve Singaporeans' retirement adequacy

Discusses Singapore's Budget 2024 CPF adjustments for better retirement planning, including enhanced CPF contributions and retirement sums.

 
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The 4 phases of retirement | Dr. Riley Moynes | TEDxSurrey

 
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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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James Thng - Team Lead @ Chemicrete Enterprise Pte Ltd

"you only need these essential set of insurance, that's all" always said by Ronald, he has enlightened me what are the key and only risk management we need. and i can finally focus on building my wealth for passive income

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.

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

Denny Koh - Software Engineer at Integrating Systems

Ronald's very efficient in helping his client to sort out their property and investment portfolio. Always providing value for everyone around him.

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.