Planning Ahead

Ronald

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A Monthly Curated Newsletter

We live in three distinct timeframes - the Past, the Present, and the Future. Many times, we tend to live and make decisions based on what gives us immediate gratification, and often to our detriment. Despite not knowing what tomorrow will bring, planning ahead removes uncertainty and provides clarity to our lives. In this issue, I have included articles that I hope will inspire you to take actions that your future self will thank you for.

Planning Ahead Is the Key to Living With More Spontaneity

Scheduling spontaneity doesn't lessen the joy of spontaneity; it enables it. You still have the freedom to do whatever strikes you in the moment - even more so because you know that's exactly what you intended to do.

10 Reasons To Start Christmas Planning Early

With a bit of forethought, there's no reason it needs to be quite as nerve-wracking or frustrating as often the days leading up to the holidays are. So, in case you're not entirely convinced of the benefits that early preparedness brings, let's take a look at the 10 reasons to start Christmas planning early.

What are the chances?

We can't predict the future, but we can plan for it. But why does this even matter? Meet some ordinary people thinking about these things.

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Proudly Brought to You 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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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...

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.

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.

Terry

Ronald have a good knowledge in investment and also mortgage.

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