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Ronald

In Touch

A Monthly Curated Newsletter

In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together.

2024 Financial Goals: 5 Resolutions to Avoid

Kay Dee Cole advises avoiding vague or overly ambitious financial resolutions for 2024, emphasizing realistic, value-aligned goal setting.

 
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5 Reasons You Should Create Reflection Rituals At The End Of The Year

Danielle Anson discusses the benefits of end-of-year reflection for personal growth, healing, and setting future intentions.

 
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The Habit That Could Improve Your Career | Paul Catchlove | TED

 
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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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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.

Murali (mediaperson)

Ronald has this amazing ability to come up with creative solutions to any financial situation. He is completely client oriented and has helped me a few times already, and I feel comfortable in the knowledge that if I have a financial requirement, he is there for me.

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.

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...

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

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.