jamie lee

Prudential Associate Financial Services Manager

jamie lee

Prudential Associate Financial Services Manager

I was a service manager in Singapore local bank for few years which afterwards I decided to take a leap of faith to embark my career as a financial consultant in Prudential.

I aim to constantly improve myself in servicing my client and adding value to the people around me. I always believe that holistic financial planning plays an important role in people’s life.

I specialise in wealth protection, wealth accumulation, and medium to long term insurance saving such as retirement planning or education planning.

Managing personal financing and getting the right insurance coverage that suits your financial goals could be a hassle for most of the people, I am more than willing and happy to help you! :)

Click on the WhatsApp icon to connect with me!

https://www.prudential.com.sg/FC-info

Company approval code: 332/14May22

Work
- Jamie Lee Representing Prudential Assurance Company Singapore (Pte) Ltd Reg. No. 199002477Z
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Newsletters

Articles Worth Sharing

Newsletter Issue 93: Happy Travels

Embark on meaningful journeys with insights to plan memorable vacations, navigate budget travel, and uncover cultural treasures. Whether you’re crafting a family adventure or exploring last-minute deals, these ideas inspire travel that deepens connections, stretches savings, and invites discovery.

As families navigate the challenges of exam season, it's important to foster resilience, support growth, and nurture well-being. These insights explore how to create a balanced, supportive environment for children, helping them thrive academically, emotionally, and financially.

Persistence and perseverance are the cornerstones of personal growth. As we enter the final stretch of the year, these traits become even more essential. Discover ways to harness determination, build resilience, and stay committed to your goals. Even when the journey feels long and challenging, remember—you’re closer than you think. Let’s push through this last lap together.

Navigating the rising cost of living requires strategic planning. This issue provides tips on budgeting, skill development to increase income, and utilising resources to manage money. I hope these strategies help empower you to stretch your money further and maintain financial stability.

Prioritizing our health and immunity is essential, especially with summer holidays and travel on the horizon amid the recent surge in COVID-19 cases. Here are some practical tips, nutritious recipes, and expert advice to keep you safe and ensure healthy and enjoyable summer vacations for you and your loved ones!

As we approach the time of year when scorching temperatures send us seeking refuge indoors, this issue offers essential tips and strategies for managing the heat. Arm yourself with knowledge and discover ways to stay cool, hydrated, and healthy amidst the sweltering heat, ensuring you thrive in your daily life!

Life is a multifaceted journey of growth and transformation. From overcoming setbacks to embracing professional and personal development, this issue contains wisdom on self-forgiveness, career and financial success, and the limitless power of lifelong learning. The process of growth may not always be easy, but it will be worth it. I hope this enriches your life.

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.

As we embrace 2024, discover essential insights for a prosperous journey ahead. Explore key financial strategies and economic trends aligning with the Dragon Year's promise of prosperity. Immerse in the cultural vibrancy of the Lunar New Year celebrations. I hope this issue with its blend of wisdom and practical advice equips you to navigate the opportunities and challenges ahead with confidence. Together, let's ride the Dragon!

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.

Embrace the spirit of the holiday season in this month's issue, where cherished traditions meet thoughtful innovation. From smart savings and healthy feasts to meaningful gifts and cozy stays, our collection of articles offers a reflective journey through holiday warmth. Savour every moment with our handpicked tips and recipes, and let's celebrate the joy and generosity that define this wondrous time of year.

As inflationary pressures continue, affecting both individuals and businesses, it is vital to equip ourselves with effective strategies to navigate this environment. This issue provides pragmatic insights and ideas, guiding us to not only weather these economic challenges but also thrive in the midst of them. I hope this brings us greater financial resilience and empowerment.

In celebration of Children's Day, here is a friendly collection of articles brimming with insights! I hope these writings can guide us in embedding valuable skills, boosting financial literacy, and laying down a roadmap to raising resilient, balanced children. May we empower the upcoming generations, helping them blossom into well-rounded and holistic individuals. Let's cherish the joy of nurturing our future

Making decisions on property is not trivial, as they often have effects on our quality of life in ways that are not just material but also financial and emotional. Regardless of our experience levels in making decisions on our properties and homes, it helps to have an appreciation of what resources are involved, and how we can be resourceful about them. I hope you find the materials in this issue useful.

In today's rapidly ageing society, advance care planning and long-term care planning are emerging as critical considerations for ensuring a comfortable and secure future. As we journey together through the intricate aspects of planning for what lies ahead, it's never too early to make such vital decisions. It's your future; plan it well.

In the delicate balance between awe and envy lies an opportunity for growth. Awe opens our eyes to the beauty and possibilities around us, while envy stirs our desires for improvement. By using awe as a wellspring of inspiration and envy as a catalyst for positive change, we get to harness these emotions to fuel our ambitions, cultivate empathy, and create a brighter future for ourselves and others in various aspects of our lives.

As artificial intelligence (AI) and chatbots like ChatGPT become ever more prevalent, AI’s potential to transform our lives and economy cannot be understated. With the increasing adoption of these technologies, they will not only transform the ways we use or consume information, but they are also poised to play a pivotal role in just about every aspect of our lives, including work, finance, and parenting. In this issue, we explore the nuances of AI and the possibilities it brings to our world.

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

Necessity is the mother of invention. Throughout history, humans have demonstrated the ability to innovate, solve problems, and create solutions in the midst of crises, resulting in some of humanity's greatest inventions. All it took was resourcefulness, action, and persistence. Through this issue, I hope to provide insights into how we can live life constructively and creatively, regardless of the challenges that we may face today.

As we get back into the groove of work, our most important arsenals have to be our health and brains. After all, these are essential in allowing us to lead a functional and meaningful life. To do that, we need to take care not to fall ill and ensure that we upkeep our physical, mental, and social well-being. Let us explore in this issue the various ways that help us protect and strengthen our overall health.

For many, the festive season is a time of food, celebrations, social interaction, and hype. Coupled with the continuous demands of work and life, such periods can sometimes leave us feeling drained, and some of us may even struggle to get a breather. In this issue, I have put together resources on how we can possibly wind down and benefit from more intentional quiet and less noise.

As the world enters a recession, the upcoming year can pose a challenge for many due to increasing economic uncertainty, and the natural fears surrounding it. In this issue, we look at some trends and possible actions that can help us become more emotionally and financially resilient to not just ride out the challenges, but rise above them. I hope this gives us hope.

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.

Many of us lead busy and stressful lives. Even when we may be caught up meeting deadlines, sprinting towards our next goals, or looking after our families, we cannot neglect taking appropriate breaks for our well-being. While it may feel counter-intuitive to do so, sometimes the best thing is simply to step away from the four concrete walls to go for a walk outdoors. It refreshes the mind, body and soul, and is beneficial for our health and creativity. So let's lace up our trainers and walk our stresses away.

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.

Every one is different, and differences in opinions, interests, backgrounds and personalities tend to come with conflicts. Whether is it our co-workers, friends, family members or even our partners, disputes are not only common, but they're natural and sometimes inevitable. The question is, while such conflicts arise, how do we navigate them? Do we attempt to work through issues amicably with others, or do we allow our egos and emotions to rear its ugly head? Today, we look at practical tips on how we can manage ourselves and relationships in more mature ways.

As humans, the pursuit of change and progress is something that is innate to every one of us. Like it or not, there will always be things in life that we hope could be a little different, a little better in the way that daily situations & events turn out. It could be in the way we think, speak, or the way we handle everything from our finances to our relationships with others. We seek to become better -- and we should. As we strive to continuously exceed our potential, we rise above all previous versions of ourselves and grow stronger. In this issue, we look at some ways in which we can embrace a better self and an even better future.

In life, there are days and moments where everything we do does not feel enough, or face situations that are beyond our control. A common response to such instances is to doubt ourselves and our abilities, and that is a very normal and human thing to do. But the effect of self-doubt can cut both ways: It can either spur us to achieve our goals and thereby boost our confidence levels, or cause us to feel entirely powerless and paralysed. Fortunately, whether we allow it to work for or against us is mostly up to us. In this issue, we will explore the ways in which we can harness self-doubt to build confidence -- one step at a time.

Statistically, most people live till an average age of 80 years. Although this number varies across cultures and nations, we cannot deny that life is still all too fleetingly short. 80 years a lifetime translates to 80 summers and 80 winters - to love, laugh, live, and make the most of our time on this earth. Far too often, when faced with our mortality, we look back at our lives and think of all the things that could have been different. Regret may sometimes be inevitable, but it is still possible to live an unlimited life with the limited time that we have. In this issue, we look at some of the ways we can do so.

For the past years, given the pandemic and restrictions, many of us were forced to re-evaluate how to plan and book trips for holidays, or consider whether we should even be planning for any travel at all. Now, as borders are opening up, we have reached a stage where many of us are ready to start traveling again and make vacation plans once more. The catch, though, is that traveling will likely continue to be complicated as new variants emerge. How then do we plan for travel? In this issue, we explore this matter in more depth.

Life can be unpredictable with obstacles, making it sometimes difficult to stay afloat. Whether it is the loss of a loved one, stress from work, or financial woes, everyone faces challenges and does at some point, struggle with remaining optimistic or hopeful. Nonetheless, it is still important to maintain positivity to keep us going; by finding the good in the bad, and being the light in the darkness. For this issue, let us explore on what being positive means & how we can harness it in ways that truly benefit our lives.

As humans, we have an innate need for connection and approval from others. Often, we make an effort to gain validation and this is natural. Yet, in our world today, this need for others’ approval becomes magnified; as many of us are constantly plugged in on social media, we tend to get caught up in the pursuit of “likes”, “shares”, “follows” & engagement. These can have implications on our mental well-being and happiness. Through this issue, I hope that we can be more aware of the impacts & risks associated with excessive use of social media, and what we can do about it so that we can live out our best lives.

It is a season of feasting, socialising and spending time with our family and friends. Amidst the bustle of festive preparations and joviality, let us not forget to take care of our well-being even as we celebrate this time of wealth, health and happiness. Stay safe, savvy and prosper!

By this time, we would have endured quite a long period of the COVID-19 pandemic and many things have changed. Collectively, we have adapted to new ways of living, working and socializing. While there is no telling of when this pandemic will truly “end”, one thing’s for sure: Life goes on. The best we can do is to continue to look towards the future and live out the best we can. As we head into a new year, here are some predictions and trends we can look forward to.

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

Confucius, the Chinese philosopher, left us with these words to contemplate: The man who asks a question is a fool for a minute: the man who does not ask is a fool for life. As the year winds down, it is time to reflect on some popular and widely - accepted beliefs and misconceptions that we may hold that do not serve us in achieving our goals and desires. Today, we look at debunking some of these misconceptions to expand our thinking and explore new perspectives and horizons.

In meeting the demands of work and every day life, many of us can feel compelled to do all things at once, and may become overwhelmed or less effective as a result. To counter this, it is worth taking a moment to adjust our pace; to give ourselves the space to practice taking one step at a time in the ways we perform our tasks and how we manage our minds & emotions.

As human beings, we are a culmination of our environment, decisions, behaviours and habits. It is worth giving thought to how we live our lives; taking a step back to reflect on some of our own less-than-ideal tendencies and ponder about how we can mitigate or improve upon them. Here are some resources that I hope can help us foster habits and patterns that can create an upward cycle for ourselves over time.

In a world where more of us are increasingly working remotely, the issues of exhaustion, burnout and digital fatigue have become more pronounced in recent times. The implications on mental health and quality of life are real. Here are insights and resources that I hope can help us better understand the nature of the burnout that we may experiencing. More importantly, we can learn to manage, uplift ourselves and also the people around us.

Leadership is the act of guiding a team or individual to achieve a goal through direction and motivation -- and there is a leader in all of us. This issue contains insightful resources and pointers that touch on the various under-talked about but important aspects of leadership. I hope this inspires us to not just exercise good leadership in our daily lives as individuals and organisations, but more importantly, help us get through and thrive even in difficult times.

As our personal lives get increasingly intertwined with our work in this season, it becomes more important than ever to find ways to devote our energies to become more effective & productive as individuals. Here, I'd love to share with you on some resources and powerful ideas on how we can not only become more productive, but also make our work & daily life more meaningful in the process.

What does it mean to lead a good life? The meaning of a good life, or life for that matter, is subjective. But there are some evergreen truths and wisdoms that we can all live by that help us gain the most out of life even through obstacles and challenges. In this issue, I have put together for you a series of insights, tips & advice by some of the best thinkers throughout history on how to live out a good life. I hope these resonate with you.

Dignity is the state or quality of being worthy of honour or respect by virtue of being human, and every person has an intrinsic need to feel valued and needed. Yet, in our world, there is often a gap between the ideals and realities of how dignity is accorded to individuals across age, gender, social statuses and financial positions. In this issue, I'd like to bring attention to the topic of dignity, and the ways which we can protect & honour the dignity of others and ourselves.

Women have long played a huge part in our society and economy. When it comes to uplifting women, the work extends beyond just international women's day or month. In fact, it requires continuous effort from not just leaders, but also every day folks like us to recognise and appreciate the great potential of women in our lives. In this issue, I'd like to share insights on how we can be enablers of women's progress while staying aware of the realities and struggles they may face. I hope this helps us in empowering the women and girls in our midst.

When was the last time you received kindness from somebody? When was the last time you extended an act of kindness to someone else, and to what end? As it turns out, there can be tremendous merits and outcomes in paying forward a kindness received with a good deed to somebody else, especially when done out of gratitude. The concept of "Paying It Forward" is nothing new, but in our world, I believe we could do with more compassion and selflessness as it brings out the best in us.

As we begin a fresh year, it is a good idea to not just evaluate ourselves based on the previous year on how we have been managing our lives, but also to find out ways to become more productive as we move along. In this issue, I'd like to share with you some powerful ideas on productivity and how we can make the best of our resources, time, energy and capabilities. Let's do this!

In the words of Poet Ali in his TED Talk, "Every language we learn is a portal by which we can access another language"; the more we know, the more we can speak. To round off the year, I'd like us to take a moment to learn new concepts, stories and ways of seeking and connecting, which will empower us to adapt to the needs of others & ourselves in the way we relate, love, heal, and see possibilities. I hope this inspires you.

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.

All of us would have people around us that we learn from in our lives. And people whom we in turn teach and need to be accountable to at some point - as students, working adults or parents. The better we are at relating and leading others into growth, the better we become as individuals. In this issue, I hope we can draw some lessons and wisdom from these materials that can help us cultivate values and cultures that we want in our lives and lift us up.

As humans, we often like to think we're right, even when we can be wrong at times. Many of us have the unconscious tendency to seek information that support our existing beliefs & disregard or undermine those that do not match ours. But doing so without awareness or questioning can have adverse effects in the way we think, make decisions & live our lives. Today, I'd like to share with you some potential consequences of confirmation bias & what we can do about them.

The world as we know it has changed for good on pretty much every level - from our lifestyles, to habits, to incomes and economy. As we navigate our way and find our place in trying times, it is important to stay grounded and keep the faith as we focus on seeing and creating opportunities, solutions & meaning. While there are no quick fixes in times like these, there's still a space for us to find ways to improve and cope better in our lives. I'd like to share them with you in this issue. Let's keep our heads up in choosing to persist in hope & good thoughts, and I believe we will emerge stronger than before.

As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well.

Albert Einstein said, "Compound interest is the eighth wonder of the world. He who understands it earns it. He who doesn't, pays it."

Today's phone in our pocket has 100,000 times the power of the computer that landed man on the moon 50 years ago. Our world is evolving at breakneck speed today. The World Economic Forum projected that more new jobs will be created compared to the ones lost. Uncertainty remains about what these new jobs would be. But the time to change our approach to learning new skills has come. The time is now. The 4th Industrial Revolution has begun.

There are many new things to deal with at this time while we are being isolated from life-as-usual. A new lifestyle, a new future and something that can be quite subtle - a new kind of burnout. It should do us well to be aware about this so we can learn to disengage when we need to. I wish you and your loved ones good health and may you continue to stay safe!

Amidst a pandemic, the profound impact & discomfort of loss or the prospect of loss is felt almost universally. We may find ourselves and even those we care about feeling anxious & restless, which makes it challenging as we find ways to adjust not just physically, but also mentally & emotionally. At this time, emotional support for one another becomes ever more essential. Here, I'd love to share with you insights that can help us have a deeper understanding on the complex emotions that we may be dealing with, & the ways in which we can provide meaningful social support in our daily interactions through being present & holding space for others.

What the eyes cannot see is bringing countries to their knees as we write. The full impact of Covid19 is still unknown. It has ushered in a new reality for the World. Our lives will never be the same again. And Covid19 won't be the last. While we #fightasone, let's see how we can prepare ourselves and our children for this new future - together. Here are some good reads that I believe can help us rethink this new future and its possibilities. If you find these resources useful, please forward them to those you care about, especially at a time such as this. Cheers!

Here's wishing you and yours a very fruitful 2020, and the best is yet to come! Another year, and what better way to start it with a collection of thoughts that might turn out to touch your life for the better? I hope you could find something useful and share along with those you care about too. Cheers for a blessed 2020!

When the going gets rough, it can at times be easy to lose sight of what we set out to attain in our lives, be it in our personal endeavours, work or finances. The process of going & pushing through such situations may not be most comfortable, but persevering and talking about how to handle them is necessary. These are perspectives I found useful and inspiring. I hope this gives you hope.

In many ways, relationships are key to our well-being, as trusting, fulfilling relationships lay the foundation for our emotional health and security. But to work through relationships and trust matters aren't always linear or clean - they can be messy and raw. Here are some articles that I found incredibly valuable that enrich us in our personal and professional lives.

Change is hard. To force change is harder. They usually don't last. Perspectives however, are easier to accept. They change our minds and maybe that's what we need more than change itself. I hope you enjoy these articles.

These are some rather transformative articles that could help you and those you care about. So please be free to share them. I hope you find them beneficial. If you like them, do drop me a note and I'll be very glad to know I've added value and touched someone.

The lack of sleep being linked to chronic illnesses like diabetes and heart disease isn't a happy story. Certainly not for those of us who are more conscious about building happiness in life. Please share this newsletter issue with those you care about. We can impact lives together!

The Bucket List - chances are that you may not have made one. It is an interesting journey that we can take together. It's also a lot easier taking a peep at some of the most inspiring bucket lists that we have put together to share with you. Let's start one and live it out!

Since our taste buds are not working like black and white TVs. We know it's meant for some tasty good food. Yummy! Let's stay healthy, and also up our knowledge about making some nice interesting food. Here are some really good resources curated for you.

There's a man in Singapore, that every time he concludes a business deal, he would go buy a plant and plant it somewhere. It's a simple way of giving back. He was also able to disengage and be with himself while doing something meaningful, albeit how simple it was. In this issue are some more examples of such life's lesson that we can benefit from. All we need, is to just take some time, slow down and breathe in the fresh air.

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

In case you missed the news, besides the big 3 - US, Russia & China, tiny Singapore would be the next to send a human into Space using a helium Stratospheric balloon capable of lifting an SUV. This is a 5 years arduous journey filled with many inspiring stories. A Visionary who saw the possibilities, followed by 150 applicants to be Singapore's first Astronaut, and finally an extraordinary individual to make the trip, laying his life on the line. Yet his project isn't about Space. It's about creating a better mental model for Singaporeans - that with the heart, mind and grit, we can do great things. Enjoy this historic moment.

Or rather, this issue is about learning the secrets of being interesting. Even calling it a secret is a little too much. In today's world of overwhelming information overload, it's about paying attention to certain things that some people do to make themselves more interesting than others. We can all do better in life with a little dose of this knowledge. So let's dig in!

In this issue, I'd like to do something different. All of the highlights are very interesting videos from TED talks about the way we think. The videos are between 15 to 30 minutes, but they are well worth your time I promise. Hope these resources will help create marginal changes in your life every so often. Let's be enlightened together!

Research seems to point to the fact that those who engages in deeper conversations with others are happier people. This is what I call a happy finding. It levels with what makes us human. We speak, we listen, we feel, we learn, we take and we give. And deeper conversations allow us to lift each other up.

In the last issue, we discussed how robots will change our lives in the future. It has become increasingly important for us to keep our minds on the ball, stay sharp and stay progressive. If half the jobs in 2020 are yet to be known to us, how can we prepare ourselves and our children today? To face a fast changing future, we need to first understand it. We need to try and take a peek into this future and start to embrace change.

We have come to a very unique juncture in time, where we are transitioning into the 4th industrial revolution. This is a time where technology as we know it will start to escalate in its rate of change. Our lives and jobs will surely be impacted. But how? It is time to consider this and take stock of where we might stand now and three to five years later.

From a parent to a child, between friends and professionally in the workplace - there's something special about the role of story telling. And we've a lot to learn from the world's great story tellers. Some of the best are comedians, public speakers and politicians. But there's more. I hope the following articles will help you get started in this interesting journey of learning and exploration.

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

The future seems to come at us at a faster pace than before. It brings along with it many questions. Will automation take over our jobs? What new jobs will be created? And which existing ones will be obsolete? How can we survive? Yet some things don't change. Understanding the things that will change and those that won't can help us carve out a better future.

Most of us find it hard to change even when we know we need to. If only it's as easy as a walk in the park. But once in a while, a certain change of perspective is all it takes. Hopefully, today can be one of those time for you. We can gain some insights and wisdom from these articles that are worth sharing.

Do we need to get better at time management? Or do we need to instead think about Time itself? More specifically, what it means to us - with the very limited time that we have. The answer would be different for each of us. But I'm rather certain that taking time to ponder about Time itself can be a fruitful thing to do.

The World Health Organization's latest report says diabetes has quadrupled in the past 34 years. It's certainly something that we should care about. Not just for us, but also our loved ones. Here's a starter to help us understand and prevent this disease better.

Health is important, so is a good life and great food! One of the great thing about being in Singapore is that there's always new food places to explore. In this issue, I'd like to bring you to a couple really good yummy places - wrapped up with a hilarious video you don't wanna miss.

Singapore is growing as a cultural center. But why is Art important? And how can Art, in its many forms make our lives better? Deep within all of us, there's a need for expression and appreciation. There's certainly more for us to explore and learn about Art. Do not miss the video below. Oh how beautiful this is ~ a celebration of art and life!

It is always quite refreshing to discover new things about our health. In this case, Vitamin C is one of those surprises. Do watch the video below till the end ~ it could be a life saver. But please seek your doctor's opinion as well.

The more we read, the more we can share. And sharing is caring. Here are a few interesting articles I'd like to share with you in this issue of my newsletter. Remember to pass it along to those whom you care about too.

It isn't the bucket either. One good news is that more people are now surviving cancer. The other good news is that life expectancy has increased from 75 to more than age 80. But hold that thought for a moment - it's only good news if one is financially prepared to survive such a critical challenge.

We may have thought that creativity is a realm belonging to a selected few. But is it? In this issue, we explore together some interesting stories that may strike a chord of inspiration for you. You can be creative too.

Testimonials & Referral Notes

Jamie is a great financial consultant

Hi Everyone,

Jamie Lee is a great financial consultant, she does not hard sell any products. She would take her time to understand and analyse my needs, before explaining the types of products that may be suitable for me to reach my financial goals, as well as taking care of my insurance coverage.

As we have similar backgrounds (Malaysian working in Singapore), she shared similar concerns and can well empathise with me. Using her experiences and knowledge, she gave me great guidance on what I can do and should do.

Thank you Jamie. 🤗

Regards,
Vincent
Engineer

Delightful session with Jamie

Hi Everyone,

We knew Jamie by chance and she gave us a whole new perspective in managing our finance.

She recognized our needs and advised us in solving financial doubts that we had previously according to our capabilities. She gave us a great financial plan that we both liked!

Meet ups with Jamie were delightful, we felt that the whole process were comfortable and feel that she is there to help us in financial planning instead of hard selling their products.

We also like that she mentioned that there will be a follow up with us on yearly basis, which gives us a boost in confidence on her.

Regards,
Casii & Ada
Manager

Knowledgeable and supportive consultant

Hi Everyone ,

As a recent graduate navigating the early stages of my career, I realized the importance of having a good financial plan.
Fortunately, I met Jamie, who is an experienced financial consultant. Jamie not only allow me to understand the significance of financial planning but also offered customized suggestions on financial protection through insurance and effective wealth accumulation strategies based on my current financial status.

Jamie's patient and comprehensive explanations made the complexities of financial planning easier to understand, and she went above and beyond by sharing valuable personal experiences beyond financial planning.
I would recommend Jamie to anyone seeking a knowledgeable and supportive guide in financial planning. Her expertise and willingness to share insights would be very helpful.

Regards,
Yang Teng
Engineer

Friendly & knowledgeable Financial Consultant

Hi Everyone ,

作为职场新人，我对保险和理财领域的了解比较浅白，感谢朋友和家人向我介绍了Jamie。她在保险和金融方面的专业知识深厚，让我能够放心地把我的财务委托她来管理。Jamie十分友善，是一位非常nice的小姐姐，她的开朗和幽默让每次的见面都非常有趣。她会耐心得跟我讲解每个保单和理财产品的优优劣，认真地回答我的提问，替我定制最适合我的财务计划。

如果你有想要购买保险或想了解更多关于理财产品的需求，我强烈推荐Jamie啦 ☺️

Regards,
Ying Huan
Executive

Meet someone interesting

Hi Everyone ,

认识Jamie后，第一次有人跟我分析自己的经济状况并且跟我分享怎样有保障地达到自己长远的目标！Jamie细心了解我的状况和需求后才介绍最适合我的医疗保险。她还会告诉我们Malaysia和Singapore保险的差别，这是让我觉得很重要的分享尤其是我们想要长期在Singapore生活。

如果你想要以后在Singapore居住，可以跟Jamie了解医疗保险和最适合你的financial plan。

Regards,
Clinical Research Coordinator

Great person to work with!

Hi Everyone ,

As someone who is new to the adulting life, Jamie was a very helpful and friendly financial advisor who guided me through the process.

She explained everything clearly and carefully to make sure that I can keep up with her pace. She actively engaged me in the conversation and answered all my questions patiently. She was cheerful which made the meet-ups with her interesting.

Overall, Jamie was a great person to work with. Thanks, Jamie!

Regards,
Celine
Engineer

Reliable financial consultant

Hi Everyone ,

I wholeheartedly recommend Ms. Jamie as your Prudential financial consultant. Her explanations are remarkably clear, making complex concepts understandable. Her reliability is unquestionable, instilling confidence. I believe she is an ideal choice for anyone seeking insurance guidance.

Jamie是一位拥有多年财务规划的理财顾问。她对帮助年轻人规划财务分配的经验可谓经多见广，经验丰富。每每碰见难题时，她都会即时回复并给予可靠的解决方案。倘若有人需要了解更多有关未来的财务规划，欢迎找Jamie询问！

Regards,
Anonymous
Producer

Professional financial consultant

Hi Everyone ,

Jamie is a professional financial consultant and provides personalized insurance advice.

Appreciate she helps to assist to review my previous policy and I realise that my policy was not sufficient and comprehensive. Hence, she suggested me to restructure the policy and explain clearly that what the good for me.

She is very nice and patient to explain when i have question as well.

Regards,
Ashley
Account Assistant

Friendly & open minded Financial Consultant

Hi Everyone ,

I’m Raymond. Glad to meet Ms Jamie at this young age so that I could get to about my financial statements and some protection planing.

She explained every steps very well and details, there’s no doubt at all. Therefore, she’s very friendly and open minded to share some of her background regarding how important to manage financial wisely.

Well, I would like to thanks again to Ms Jamie especially guiding me through some questions I raised during the meeting.

Regards,
Raymond Goh
Barista

Helpful Financial Consultant

Hi Everyone ,

I would like to thank Jamie for her excellent service and friendly demeanour that helped educate me financially beyond her capacity as a financial planner.
Her ability to empathise with my needs and concerns is very helpful in coming up with a suitable financial path and goals tailored for me.

I recommend Jamie as a person that can be a listener and helpful financial consultant .

Regards,
Zu Guang
Architect

Amazing friendly financial consultant

Hi Everyone ,

We would like to comment on our sincere appreciation for the outstanding service that Jamie has provided throughout the conversation and for planning our insurance plan to meet our needs.

From our initial meeting, I was shocked that she broke my impression that agents used to hard – selling their products however, Jamie does not. She shared her experience and thoughts on what kind of products should we aim for first. She also shared how she choose her first insurance products and the reason she chooses, as we were hesitating on choosing which plan was the most suitable for us, and people are always greedy, plus knowing your own needs and wants is important. Thus, after the sharing, she cleared our doubts.

On the second meet up, we asked a few questions and she answered all of them clearly, dispelling our worries. Then she proposed a plan and explained it by using some examples to illustrate the situation for us to have a better understanding.

Overall, we think she is an amazing friendly financial consultant, she makes the whole meeting so comfortable and stressless, we just chat like we were friends before.

Definitely recommend Jamie to you if you are looking someone to consult about insurance.

Regards,
Siu Loon & Pui Sam & Pui Ling

Positive experience with Jamie

Hi Everyone ,

I am pleased to share my positive experience with Jamie, who has gone beyond to provide me with exceptional insurance policies and financial planning advice.
Jamie is patient, taking the time to explain every aspect of the insurance policies to me without ever pressuring me to make a purchase.
What sets Jamie apart is her commitment to finding the insurance policies and financial planning options that are most suitable for my specific needs and financial situation, rather than simply trying to sell me the most expensive policy available.
She has been also highly responsible in her follow-up with me, instead of just “disappeared” after purchasing a policy from her.
Overall, I highly recommend Jamie to anyone seeking an insurance agent and financial planner who is knowledgeable, patient and trustworthy.

Regards,
Chin Yee
Engineer

Sincere & helpful financial consultant

Hi Everyone ,

Throughout our conversation, Jamie was always professional and strived to do her best to answer all my questions and meet my financial planning needs. I do appreciate that she caters her advice according to the financial knowledge that her clients already have.

As I am also working in the insurance industry myself, I am impressed by the detailed technical knowledge Jamie has on the entire development process of an insurance product. Other financial consultants may not have similar knowledge, and this is what sets Jamie apart from the others.

Jamie can explain financial planning concepts in simple terms which makes it easy to understand. It also offers an alternative view of financial planning to what I already have.

Jamie is always helpful and understanding, and she is a sincere and professional financial consultant whom I can recommend.

Regards,
Wen Yee
Actuary

Thank you Jamie :)

Hi Everyone ,

I would like to grab the chance to thank Jamie for being such an amazing insurance agent.
She is professional and very thorough in helping us analyse our existing medical insurance coverage.
With her help, she drafted a very comprehensive policy for us and we truly appreciate that!

Regards,
Wai Chen & Ling Han
Doctor

Professional financial consultant

I have known Jamie for about 11 years, without second thought she is one of the handful persons that I can fully trust.

Her approachable personality, passion, knowledge and dedication to bring values to her friends or customers make her a truly professional Financial Consultant. I left in no doubts and a clear strategy on my short term insurance planning.

Definitely recommend Jamie to anyone who is seeking insurance & financial advice! :)

Lit Cheng
Engineer

Amazing financial consultant

Hi Everyone ,

I would like to recommend Jamie to anyone looking for professional and personalized insurance advice.

Jamie helped me to create a customized financial plan, and carefully explained the products that would be best suited for my needs. She went above and beyond by providing detailed statistics and analysis, which helped me to make an informed decision.

I am confident that I made the right choice in choosing Prudential, and I highly recommend Jamie to anyone looking for quality insurance products and services.

Regards,
Liancheng
Software Engineer

Jumpstart Your Financial Planning Journey with Jamie

Hi Everyone ,

我们一生不知会花多少的钱，但是能打拼赚钱的日子其实没有多少。明确到这一点，就必须做好财务规划，这当中其实保险不可或缺。作为初入社会的新鲜人，在过去也没有人教过我什么理财方面的知识，最简单的理财观念只有“能省多少是多少”。但我明白这不是一个长久的方案，于是我就找了Jamie怡清，来了解如何做好财务规划。在这之前，我已知道我身边有不少的朋友在财务规划方面都有向Jamie寻求建议，而他们也对她的专业能力给予了高度评价。

和一般保险经纪不同的是，Jamie并没有立即向我推介保险产品，而是先向我解释了基本的财务观念与大框架。Jamie会认真剖析我当前的财务状况以及想要实现的财务目标，然后再分析出我的财务需求，才提供适合我的财务规划和保险方案。她的耐心分析，让我才了解到原本以为无法实现的财务目标，只要通过妥善的规划，实际上是可以达成的。

另外在购买保险方面，由于我的情况需要特别考虑，但是Jamie还是竭尽所能帮我争取到最佳的保险方案，这让我非常感激和放心。

在选购保险和财务规划上，我非常推荐Jamie。

I highly recommend Jamie for financial planning and insurance advice. She took time to understand my goals and needs before providing suitable solutions. Her patient analysis showed me that some financial goals that I thought were impossible could be achieved with proper planning.

Regards,
Jasmine
News producer

Meet my professional financial consultant

Hi Everyone ,

Jamie is professional in her expertise, being clear and precise on all the questions I have regarding insurance related information.

Appreciated her help in patiently answering all my questions and able to clear all my doubt.

Looking forward on future interactions, thank you!

Regards,
Kuan Hong
Engineer

Professional financial consultant

Hi Everyone ,

A professional financial consultant is the one who will put you in their shoe and help you to plan from health to even wealth and not just for the sales.

My previous financial consultant decided to leave this insurance industry and pursue in other industry. I had very bad experience from him and hope to get a better consultant.

I approached Jamie to request to transfer all my current policies under her care. I have known Jamie for more than a year and I think she is someone that is trustworthy.

Her service level was marvellous. For the first meet up, she will find out my needs and my current policies information. Then for the second meet up, she did a chart with all my current insurance policies and the coverage that I have. I was amazed by that as I can really see a clearer picture of my current policies and what is the next protection that I need to have. It was a fruitful meet up.

I think I have made a right decision to transfer all my policies under her care and will be in her good hand.

Regards,
Stephanie
Bank Officer

Meet our dedicated financial consultant

Hi Everyone ,

We’ve had the pleasure of having Jamie as our insurance agent for several years now, and we can confidently say that she is one of the most knowledgeable, helpful, and dedicated insurance agents we’ve ever had the pleasure of working with. From the moment we first reached out to her, Jamie has been responsive, attentive, and always willing to go above and beyond to make sure my insurance needs are met.

What we appreciate most about Jamie is her deep knowledge of the insurance industry. She's always able to explain complex concepts in a way that is easy for us to understand, and she takes the time to make sure that we have all the information we need to make informed decisions about our coverage. Whether I'm looking for a new policy or just have a quick question about our existing coverage, Jamie is always there to help.

Beyond her expertise, Jamie is also incredibly kind and personable. She truly cares about her clients, and it shows in the way she interacts with everyone she works with. She's patient, understanding, and always willing to go the extra mile to make sure her clients are happy and satisfied with their insurance coverage.

Overall, We can't recommend Jamie highly enough. If you're looking for an insurance agent who is knowledgeable, helpful, and truly cares about her clients, then Jamie is the agent for you. Thank you, Jamie, for all of your hard work and dedication to your clients!

Regards,
Ma Kou & Voon Chin

专业且友善的理财规划师

Hi Everyone ,

Jamie是个非常专业且友善的financial consultant ，她会依照你的需求帮你量身定制符合你需求的financial plan，绝对不会hard sell。刚入职场的我，对于财务保障及规划比较不熟悉，Jamie细心并清楚地一一向我解释。

Jamie除了是我的financial consultant ，也像是我的朋友。她跟我分享了很多她之前工作上的经验、如何排解压力等，对于像我这样的职场小白，真是受益良多。

Jamie绝对是个值得信赖的financial consultant ，若身边有亲朋戚友需要相关咨询，我会推荐她。

Regards,
Hou Yee
Data Scientist

AN AMAZING FINANCIAL PLANNING JOURNEY WITH JAMIE

Hi Everyone ,

For few years I have been searching for a “right” insurance agent to manage my medical plan. I’m always afraid of getting an agent that is pushy, irresponsible and smoke through the policy terms and conditions. Through my colleague’s recommendation, I have met Jamie. I believe if she is not good my colleague would not recommend her to me, right?

Jamie always showed genuine concern and commitment to her work. She drew out charts to ensure we understand our current situation and buy the necessary coverage but not overbought. She always did a recap before attending to us especially when you see she still remember all the small details we have said previously. She has effective planning and I definitely love the summary she did for us (which it includes the comparison with my Malaysia policy too). This summary is very useful and it serve as a quick guide to me instead of going through wordy policy to find the necessary information when you need them.

Therefore, choose her if you need someone that can take good care of you!

Regards,
Lee Zeng & Yong Jun
Laboratory Technician

Understanding & sincere Financial Consultant

Hi Everyone ,

Knowing that I have already purchased policies from another financial advisor, Jamie did not mind to still meet me in person.

Before introducing any products, Jamie first spent some time to understand my needs and situations. She then shared her opinions objectively without any hard selling, which gave me a new perspective on my financial planning. Her professionalism and understanding have made me decide to meet her for the second time.

On the second meet up, she proposed a plan that catered to my needs. I raised quite a few technical questions and Jamie answered all of them patiently and professionally. Most importantly, I was not being forced to make any decisions on the spot.

One week after, I met Jamie with lots of questions and concerns, which were all eventually answered well by Jamie. What impressed me the most Is that after closing the deal, she was willing to spend another 1 hour to listen to my personal matters and shared her personal experience. She even offered to help me as much as she could, which I truly appreciated.

Overall, I feel that Jamie is a professional, understanding, helpful, and most importantly, sincere, financial advisor. I am glad to have met her in my early adulthood. She is someone whom I think I can entrust my financial planning with.

Regards,
Jing Hong
Actuary

Knowledgeable Financial Consultant

Hi Everyone ,

Jamie is a very knowledgeable and professional financial consultant.

She values my time by giving clear and concise information that is easy to understand which i appreciate alot.

I would recommend her service to anyone who is in need of financial planning and insurance protection.

Regards,
Barry Thong
SAF Regular

Professional & Experience Financial Consultant

Hi Everyone ,

Jamie is a professional and experienced financial consultant. She will provide you the most suitable financial planning and protection according to your own conditions and financial status.

Besides, Jamie also helped me understand the financial plan while answering all the questions and shared the best advice to me.

I strongly recommend Jamie as your financial consultant and do not hesitate to ask her anything about financial planning and protection :)

Regards,
Chen Hee
Assistant Architect

Trusted Financial Consultant

Hi Everyone ,

I am grateful to know Jamie. She is friendly, kind and professional financial consultant.

She spent time to understand and shared useful financial knowledge with her clients. She briefed me an overview of financial planning and proposed a plan that suits my current need and stage. Her explanation is clear and understandable.

I believe and trust her professional financial services. I would definitely introduce Jamie to my family and friends who interested in financial planning and insurance products.

Regards,
Sin Yee
Administrative

Dedicated & patient financial consultant

Hi Everyone ,

As a fresh graduate that has just started working with no prior financial or insurance knowledge, I came across Jamie who introduced me to the idea of having a proper insurance and financial planning.
It was really an eye opening experience for me to speak directly with a financial consultant, who is indeed interested in their client's needs, circumstances and preferences.
Her dedication and patience to answering queries of clients as well as her expertise in insurance have elicited my trust and respect and I would gladly recommend her to my friends out there who plans to buy insurance or needs help with financial planning.

Regards,
Tze How
Researcher

Friendly & knowledgeable Financial Consultant

Hi Everyone ,

Jamie is a friendly and knowledgable financial consultant. She is well versed with the available financial products offerings.
She is also patient in listening to my needs before customising a suitable plan that aligns with my long term goals. She is also very assuring and responsible towards her work.
Please do not hesitate to reach out to her.

Regards,
Phoebe
Software Engineer

Professional & knowledge Financial Consultant

Hi Everyone ,

I got to know Jamie from a friend of mine. She is a professional financial consultant who imparts insurance and financial knowledge to the customers with professionalism. Although I have prior knowledge about insurance, I still learn from her and manage to choose the right choice of insurance for myself. I also appreciate her effort for answering all of my questions despite me hesitating about the options I got to choose from. She is attentive to your problems and hardships you face throughout your life and is able to resonate with you, not just hardsell you the products🤡

Don't be hesitant or paiseh to hit her up if you need to know about insurance products or purchase one for yourself.

Regards,
Ting Hao
Engineer

自信且专业的理财顾问

Hi Everyone ,

好多年前曾经的邻居+同学。

多年后再次见面，Jamie感觉就是有着自信且专业的知识。
或许是因为身份背景相似，再加上设身处地为人设想的个性。

我很荣幸也很庆幸的重新认识Jamie，并且透过她了解更多财务规划与保障。

Regards,
Tinson & Joey

Comprehensive financial planning with Jamie

Hi Everyone ,

If you are looking for someone to provide you a comprehensive financial crash course, Jamie is here for you. She has solved all my queries in tax reduction, house purchasement planning, financial goal setting, financial protection and so on.

Beside, she is patience, responsive, responsible yet knowledgeable. Feel free to grab a drink with her to unlock the mysterious gem in financial literacy.

Regards,
Chia Soon
Engineer

Trustworthy & professional financial consultant

Hi Everyone ,

Jamie is unquestionably a trustworthy and professional consultant as well as a friend. I am always delighted to have conservations with such a pleasant person and learn a great deal from her. She always puts herself in my shoes and gives me insightful advice not limited to financial planning. A goal without a plan is nothing more than a wish. So, I sincerely appreciate her extra effort in assisting me in identifying and developing a clear financial vision backed by a solid plan.

All I can say is choosing Jamie as my financial adviser was a wise decision that I haven't regretted.

Regards,
Wei Yet
Engineer

亲切又专业的理财规划师

Hi Everyone ,

终于长到了保障自己、家人的年纪，所以在异乡踏入社会的2022年，感谢在学长姐的分享下，接触了人美心善的Jamie，在内是朋友的亲切，在外是专业的财政规划师。
感谢她，让我重新认识了保险。回想起大三那年A方保险经纪人员的一通电话，后来还穷追不舍，多少让我对保险有些害怕，怕只是为了销售额的油嘴滑舌，更怕如果达成交易后哪天就会消失、寻无此人。但好在Jamie给足我的信任与安全感，也就不迷茫了。
初次见面，Jamie没有单刀直入的推销，而是分享了财务规划的框架，以及其中保险现有的类型与配套，事前事后都乐意回答我的疑惑，包括分析我所在公司提供的福利配套，就算再忙也好，讯息的回复速度对我来说也足够快速。再次见面，Jamie也不介意我带上家人聆听，让我更加放心自己的选择是正确的。
有了规划和保障，才能保护自己和身边重要的人，是降低并分散风险，更是对自己和他们的负责任。也许只是或早或晚的问题而已，小小的选择和规划，不如就选择在自己刚开始打拼的这年，尤其将之交由一个愿意聆听分享、和蔼负责任的人，我才能更放心地努力生活。感谢与Jamie的相遇! 😊

Regards,
Ying Hui
Research writer

Meet someone interesting

Hi Everyone ,

Jamie a very professional financial consultant. She is friendly and try her best to answer my question related to insurance and its policy. I am very happy to meet her just after my graduation and lack of knowledge about insurance.

I will definitely recommend her to my friends!

Regards,
Kim Wai
Data scientist

Meet someone interesting

Hi Everyone ,

I had the fortune of meeting with Jamie when I was looking for a viable wealth protection plan back in August 2022. She can breakdown the intricate details of financial planning into bit-sized pieces which I think is more digestible for a novice (like me). All in all, it was a comfortable experience to discuss my financial goals with her as she was attentive and patient during our conversations. In particular, I like the transparent approach she adopts when she laid out the available options for my consideration in a non-pushy manner, explained their pros and cons, and strived to clarify things up whenever I was in doubt. To me, this is a remarkable exhibition of professionalism. It is a pleasure to work with her in building my future financial portfolio.

Regards,
Siao Yang
Researcher

Professional financial consultant

Hi Everyone ,

I get to know Jamie from my friend. She is a professional financial consultant who demonstrates passion in achieving the best for clients. She explained the insurance very well by using layman's terms and case studies which make me easy to understand. I also very much appreciate her effort in answering all my questions despite her hectic schedule. Besides that, she displays good listening skill when i shared with her the challenges that I faced. She is definitely different from all other financial advisors that I had come accross.

All in all, I will definitely recommend Jamie to anyone who is interested in financial and insurance products.

Regards,
Zeng Zhi
Manufacturing engineer

Attentive & reliable financial consultant

Hi Everyone ,

Thank you Jamie for introducing insurance to me. She is very attentive and reliable which make her client feel relieve to have her as a agent.

It is a pleasure to have her as a friend as she always bring postive vibes.

Regards,
Anonymous
Engineer

Great start on financial planning with Jamie

Hi Everyone ,

Jamie is a kind and helpful person. For someone with minimal exposure to insurance topics like me, Jamie makes sure that I understand fully what I am committing into and answers my queries patiently. She gives a financial overview based on my current situations and suggests suitable insurance policies based on her expertise. Most importantly, I felt no sense of pressure from her in forcing me to commit, which makes the whole experience much more enjoyable. She is also very responsive in replying to messages which is a big plus point.

Overall, I gained useful insights from Jamie’s sharing. I would recommend having a session to talk with Jamie if anyone is interested to know more about financial planning and insurance matters.

Regards,
Qing An
Process Engineer

Passionate & professional financial consultant

Hi Everyone ,

Jamie is a very friendly and approachable person. I appreciate Jamie taking the time to explain and answer my questions patiently, and the conversation doesnt feel tense at all.

She is very passionate and professional as a financial consultant as she will provide the best solution for her client after analysing my current financial status.

Thank you Jamie. :)

Regards,
Yi Jian
Engineer

专业的保险经纪

Hi Everyone ,

很感谢jamie，她非常的耐心和友好，因为我们都刚大学毕业，对很多东西都不了解，在第一次见面的时候jamie不厌其烦的跟我们说了很多，真的非常感激。

在之后的几次见面，jamie也表现出了她的专业性，为我们选择了当下阶段适合我们的保险。以及在我们问她很多除了保险以外的东西时，她和愿意和我们交谈很多。

总之jamie是一个非常专业的保险经纪人，非常推荐！

Regards,
Xin Yi & Yi Fan
Engineer

Genuine & helpful financial consultant

Hi Everyone ,

Jamie is a genuine and helpful person.

She helped me understand insurance related policies from scratch all the while answering my questions.

Regards,
Shiyang
Software Engineer

Meet comfortable financial consultant

Hi Everyone ,

Jamie is very friendly and approachable yet professional. She doesn’t make the conversation tense, talking to her is comfortable.
One thing I love about Jamie is that she is patient in explaining, she would use life examples to better illustrate the situation for me to understand better. She cleared my doubts and suggested the plan most suitable to me.
I feel the sense of responsibility in her which prompted me to purchasing the insurance plan from her.

Regards,
Christy
Chemist

Trustworthy financial consultant

Hi Everyone ,

I did not approach Jamie when I first heard about her and her work, however as years passed and when I needed to review my financial situation, I chose Jamie as my financial consultant.

I did it because my previous consultant did not follow up with me regularly and I realised the importance of having a trustworthy person as my consultant.

Even when I was not served by Jamie back then, I still see her work and sincerity continuously through my friends. I believe her professionalism and kind heart could be a helping hand when real help is needed.

Thank you Jamie!

Regards,
Chee Heng
Engineer

Approachable financial consultant

Hi Everyone ,

Initially, we had planned to get insurance as we will be living and working in Singapore for long but not sure which insurance company or agent to look for.

We feel lucky because we knew Jamie since secondary school and easy to approach her and tell her what we need. We really appreciate she first understand our financial status and planning for the future then introduced the most suitable product to us.

We will promote her to our friend who need an insurance plan because she’s very professional and approachable.

Regards,
Jun Hao
Engineer

专业且负责任的Jamie

Hi Everyone ,

以前听到保险都是反感的情绪多一些…
自遇到问题开始，才体会到保险的重要性！
如果你也有同感也想做未雨绸缪的准备的话
我能做的就是推荐你们这位专业且负责任的朋友 — Jamie Lee。

在我们第一次约谈的时候，我就确定必须加入 #AskJamie🙋🏻‍♀️… 原因很简单… Jamie会先了解我们的需求，提供方案也为你现有的一切给予合适的规划，应该没有人会不喜欢这样的服务态度。“不强求，也能满足需求”

我很喜欢她给我的summary，也帮我投保上省了不少钱… 说真的，我很真心地感激她，使在异乡打拼的我，多了份安心和保障！

Regards,
Zhi Yieh
Engineer

Friendly & passion financial consultant

Hi Everyone ,

I met Jamie after my graduation from university. She is friendly and very patient to deliver all the details and concepts of insurance and financial planning to someone who has zero knowledge about insurance/financial like me!

As a financial consultant, she is very passionate as she will analyse our current financial status as accurate as possible and provide the best advice to her clients. Every meet up with Jamie is comfortable and she is always willing to help out! I would also like to thank Jamie for all the advice on financial planning :)

Regards,
Miu Leng
Software Engineer

Dedicated financial consultant

Hi Everyone ,

Before I met Jamie, I had no prior knowledge about insurance nor financial planning. Jamie was very patient with her explanation, she used simple terms and provided various examples to facilitate the discussion.

In addition, I am impressed at her dedication towards her job and I am truly grateful for what she has done for me :D

Regards,
Jia Xin
Student

缘分让我们遇见

Hi Everyone,

很早之前就想在新加坡买一份保险，可是一直拖到现在才买。可能是命中注定要让我遇到Jamie😂 我是在同事的介绍下认识Jamie的。
Jamie总是很有耐心且面带微笑地和我讲解关于保险的东西，我也获益良多。就算一个东西要解释很多次，Jamie也没有不耐烦哈哈哈哈（我的理解能力实在是太差了）
Jamie会依据个人状况选择一份最适合的保单☺️Jamie真的是一位很专业的顾问，找她😊

Regards,
Sek Li
Teacher

Meet someone interesting

Hi Everyone ,

我是通过朋友介绍认识Jamie，之前因为对保险一窍不通所以很抗拒，但是在认识她之后我对理财规划有了新的看法和了解。
谢谢Jamie的耐心解释和讲解，也让我理解在新加坡工作的我们可以做怎样的规划，她也会为我们量身定制适合自己的planning，有兴趣想了解的记得要找Jamie，绝对不会错👍🏻

Regards,
Wei Chong
Operator

Meet someone interesting

Hi Everyone ,

Jamie has been an amazing agent, assisting me at every step of the way. She has patiently answered all my queries on each plan and clarified any doubts that I had.

After engaging with her, I feel a lot more confident going into the insurance plans that she has recommended and I'm very satisfied with the outcome.

Thank you Jamie.

Regards,
Jia Wen
Software Engineer

Jamie is professional financial consultant

Hi Everyone ,

Jamie is professional and clear in her communication. Things are explained in detail and feel free to ask any questions if have any doubts.
She does not hard sell or pressure people in making any kind of decisions. That is what I think which seems to be quite important for me.
Besides, she is quite responsive and reliable that you can easily approach her almost anytime. Everything is simple as Jamie will wrap it up for you so there is not much to worry or concern about.
You can leave the rest to her.

Regards,
Tiong
Architect

Extra mile service from Jamie

Hi Everyone ,

Jamie is a friendly and skillful financial consultant. She breaks down financial concepts into digestible content.
As someone who is fresh into adulthood, I find her consultations easy to follow along. She also provides good service as an agent, resolving enquiries promptly and even go the extra mile to remind us about things like tax filing.
She is definitely a good candidate if you wish to know more about financial products :)

Regards,
Ching Yen
Software Engineer

My cheerful financial consultant

Hi Everyone ,

I knew Jamie as a financial consultant when I just headed into a new page in my life as a full-time working adult.
While I was facing multiple doubts and uncertainties, she provided tailored solutions on my financial planning, and has been a good listener even when I elaborated pretty much on the challenges I faced then.
It has been a year since then and we are still in touch, looking forward to the next lunch or tea. She takes flexible approach to work out the best solution for her clients. I remember updating her my life changes in order to adjust my plans, she then celebrated the achievement with me, and we ended up continue chatting like friends.
I wish to keep in touch with her, not just for her profession, but also for her warm and cheerful personality!

Regards,
Engineer
Xian Qi

Customised financial planning with Jamie

Hi Everyone ,

My overall experience with Jamie is great. The introduction session on financial planning that she gave was very comprehensive and clear. It gave me a clear understanding of the available financial product in the market with their pro and cons. In addition, she also took a structured approach to understand my financial position and personal preference first before making any financial recommendations. That element of customisation is especially important for me, as it makes the planning process people-centric instead of product-centric.

Jamie is also a very friendly and approachable person. The conversations are pleasant and she is responsive in terms of replying to messages. Overall, I would recommend Jamie if you wish to start your financial planning journey.

Regards,
Hong Wei
Engineer

Passionate financial consultant

Hi Everyone ,

A good financial consultant who full of passion and enthusiasm. Also very patient to brief, explain, analyse and plan to meet my financial requirement.
Good sharing with her own experience of the advantage for financial planning.
Great services with updates and follow-up of my financial status.

Regards,
Yuan Hui
Engineer

My dedicated financial consultant

Hi Everyone ,

Have been knowing Jamie for years. My family is having existing hospitalisation coverage. Well, through Jamie's dedicated and people oriented services, we are well covered by necessary and sufficient insurance coverage through her detailed explanation, evaluation and tailoring to one's needs and requirements.
She will expedite the claims wherever whenever possible and re-assure us we are in good hands.

Glad to know Jamie and I wish her all the best in her endeavour. If you still hesitating and doubt in mind, please give her a buzz today. She will be readily available for you and your family.

Regards,
Janice
Senior accountant

Meet friendly financial consultant

Hi Everyone ,

Jamie has been a professional, informative and yet friendly financial consultant. She didn’t rush to closing the deal like what a normal agent will do, instead she takes time to understand my needs and provide feedback accordingly.

Definitely will recommend to people who truly need some serious planning in their early stage of adulting.

Appreciate your help.
Thank you.

Regards,
Jun Kai
Process Engineer

我的专业理财顾问

Hi Everyone ,

谢谢Jamie很有耐心，而且也会细心帮助顾客找到最适合我们的方案。

人品很好，可以感受到她的用心，谢谢你为我在新加坡做的规划。

想要了解理财/保险的可以找她哦。

Regards,
Jian Huei
Assistant

Great financial consultation session

Hi Everyone ,

I knew Jamie from my senior, and this is over of the great session that i ever had with a financial consultant. As someone who don't have much financial knowledge, she patiently explained those financial concepts to me and designed a financial plan that suit my financial goals.

More importantly, she is friendly while being professional throughout the session, and I did not feel any "hard selling" from her. I would strongly recommend Jamie for those who want to know more on financial planning.

Regards,
Jin Chung
Process Engineer

Meet someone interesting

Hi Everyone ,

通过朋友的介绍认识Jamie，谢谢她的耐心讲解让我知道PR在新加坡能享有的benefit，overall good。

Regards,
Ming Kai
QS

Entrust my planning with Jamie

Hi Everyone ,

Out of all financial consultant whom I met, I decided to entrust my wealth protection to Jamie.

She's highly responsive, knowledgeable, and reliable, before and after sales. She worked hard to draft a plan which satisfied my needs rather than hardselling / overselling.

I knew I could count on her during my needy time in the future.

Regards,
Thern, Engineer

Comfortable planning with Jamie

Hi Everyone ,

I have known Jamie for almost 20 years. One day, she asked me out for dinner and she wanted to share with me more about the financial planing at the same time.

Based on my past experiences, I do not have a good impression about Insurance Agent as I felt they always see me as their KPI and they are very focus on ‘product selling’ and sell you the product which doesn’t suit you just to hit their KPI. I given her a chance to explain to me the whole financial planning as I have a trust on her and knew that she will not ‘forcing’ me to buy any product which doesn’t not suit to me.

Throughout the whole consultation I was impressed about how Jamie explained to me as it was a very comfortable conversation and I doesn’t feel she is ‘forcing’ me to buy any financial/insurance product.

She explained the policies to me clearly and also showing some of the life example which make me more understandable as she knew I doesn’t have much knowledge on this. After that, she assist me to analyse my financial planning professionally and patiently based on my personal goals.

I can see Jamie is very passionate on her job and she is satisfying on helping us to build up our financial planning in a correct way and I would like to recommend Jamie to anyone who are interested in financial & insurance product. 😍😍

Regards,
Li Ling
Bank officer

Considerate financial consultant

Hi Everyone ,

Jamie is definitely different from all the other financial consultants that I had come across. During our first meeting she strikes me as someone who is considerate and caring and not someone who wanted to hardsell his/her product.

As someone who had zero knowledge and experience in insurance, Jamie was patient and made sure to explain and introduce insurance plans in layman terms so that I have a better understanding in it.

I’m very grateful to have Jamie to be my financial consultant, who actually think and operate from my perspective so as to be able to propose a more suitable option for me. No doubt I would recommend her to anyone interested in financial planning.

Once again thank you Jamie for your patience!

Regards,
WJ Lim
Market researcher

Approachable financial consultant

Hi Everyone ,

Jamie is a wonderful consultant that is easy to communicate and friendly. She also explains any doubts and questions that I've had on my mind clearly and she's super responsive when communicating with her through messages as well. She is eager to help out with your choices, financially and planning wise.

For me as a fresh graduate, she understands, view and provide suitable planning to my current financial situation. Before meeting Jamie, I've little to no knowledge in finance, insurance or any info in that field. Yet every meeting with Jamie allowed me to understand even more about my finances, how to build up from there, and also the various different products provided with easy-to-understand explanations and diagrams. Although I've had many questions regarding this, but Jamie answered all of them patiently and very detailed. So that's a plus for me. Finding a financial consultant which is approachable and understanding is important for me.

Thank you Jamie for the wonderful service.

Regards,
Cher Jensen
Engineer

Friendly financial consultant

Hi Everyone ,

Yi Qing is a very friendly financial consultant who was introduced by my best friend. As I have zero knowledge in insurance and accumulation, she explained to me very patiently and worked out the plan that is suitable for me. 😊😊

Thank you Yi Qing ;)

Regards,
Ching Herng
Administrative

Knowledgeable financial consultant

Hi Everyone ,

Jamie is just simply the best. So easy to talk to and work with, very helpful always!

You can text or call her and she is very responsive and honest. She will tell you if a competitor has a better policy which they usually don’t, but has happened on some occasions. This gained a lot of trust with me.
Jamie’s team went above and beyond to make sure I was making the right choice. She explained my options thoroughly and was friendly and helpful throughout the whole process.

She is always kind, friendly and very knowledgeable and makes sure that you are taken care of.
She keeps in touch with us and always answers our question I greatly appreciate the personal attention that she shows us.
Also whenever I hear someone looking for insurance I always tell them to go to her.

You could not ask for better service. Massive thanks Jamie!

Regards,
Yee Chan
Bank officer

My trusted financial consultant

Hi Everyone ,

I'm very grateful to be introduced to Jamie. As a financial advisor, Jamie has been acting and consulting me to the best of my interest. She understands my position as a freah grad that carry a student loan, and able to propose me a good value product that offer enough protection for my current state.

She treats me more like a friend instead of a customer, genuinely assists and clarifies all my questions patiently.

I trust her, and I think you can too!

Regards,
Cicilia
Software Engineer

Our experience with Jamie

Hi Everyone ,

To us, a financial consultant should always think from the perspectives of their clients, and genuinely be interested in understanding their needs and goals.
They not only require a broad overview of all financial products they are able to offer, they need to be equipped with in-depth understanding of each plan and policy they are bringing to the table.
Most importantly, they must be able to present and articulate them well to aid client’s understanding, clear any doubts the client might have and of course, ensure that the clients have a peace of mind regarding where they are putting their money.

It was not easy to come across a financial consultant that fits the bill, we are lucky to have finally met Jamie. She assured us right from the start that she wouldn’t rush us into any decisions. She took the time to get to know us as a person better, so that she could tailor financial advice to suit our aspirations. We were very comfortable asking her questions and she did not hesitate to answer all of them sincerely and patiently.

We are definitely pleased to have started our financial journey with her, and can confidently say that we will be continuing that journey with her as well.

Regards,
Teik Yi & Qing Hong
Engineer

Professional financial consultant

Hi Everyone ,

Prior to talking to Jamie, I had little to no knowledge about finance, and I would have never thought of having a financial plan for my future. Even with my miniscule understanding in the field, Jamie has been extremely patient in introducing the basic concepts of financial planning, and proposed a plan that best suits my current needs and capabilities.

I am happy to say that by the end of every session with Jamie, I leave with more and more knowledge about how to protect my finances and make the most out of what I have, and thus I am glad to have Jamie as my financial consultant. It has been a pleasure meeting her and talking to her.

Regards,
Ian Chan
Engineer

Recommend Jamie to you

Hi Everyone ,

I am glad to have Jamie as my first ever financial consultant. Jamie is patient and professional in introducing and explaining insurance plans. The consultation with her was really helpful and valuable for me who is not familiar with this field.
Jamie is also very friendly, approachable and care about her clients. She is able to analyse my situation very well and propose a plan that suits me the most.
With her professionalism and strong enthusiasm for her career, I believe that she will keep learning and always do her best for her clients.
I appreciate all her good services, and would like to recommend her to anyone interested in insurance and financial planning.

Regards,
Yong Wei
Engineer

Meet someone interesting

Hi Everyone ,

Jamie is patient in explaining doubts.

She is not as aggressive as a typical financial advisor in hardselling their insurance products.

Regards,
Hui Xian
Childcare Teacher

友善的理财顾问

Hi Everyone ,

为人友善，以及语气温和，与Jamie谈话不会感到压迫没有force selling 的感觉。

清楚的介绍产品内容以及有耐心地回答顾客的疑惑及问题。

Regards,
Jun Jie
Merchandiser

Genuine financial consultant

Hi Everyone ,

Jamie is approachable, friendly, and good at delivering concept to people that is unfamiliar in insurance and financial planning.

She is patient in explaining and clearing doubts. Also, she is not as aggressive as a typical financial advisor in hardselling their insurance products, which might lure you into buying something that you do not need. Her intention is just to customize the products that are best suited for her client's needs based on their conditions.

We would like to recommend Jamie to anyone interested in financial planning and insurance products.

Regards,
Khai Jer & Jie Ying
Engineer

Professional financial consultant

Hi Everyone ,

Jamie was referred by my colleague when I was considering in getting policy.

As a startup consultant, you wouldn't expect her to be so knowledgeable, courteous and professional. However, she proofed me wrong by patiently went above and beyond to provide detailed consultation. She ensures that I fully understand my own benefits and advantage in securing my current lifestyle with fair protection by recommending plan that is best fit.

Kudos to Jamie and would recommend her to my friends and family. Thank you.

Regards,
SY
Medical Technologist

My wonderful financial consultant

Hi Everyone ,

Firstly, I would like to thank my friend, for introducing me to meet Jamie. I enjoyed her hospitality during our conversation, never ever without her smile.

Second, she is a professional financial consultant, she always clearly answered and explained my question.

Last but no least, I am highly recommend her to everyone who interested on insurance. Of course I will recommend my families and friends around me.

Once again, thanks Jamie 🥰

Regards,
Shirley
Management Trainee

Interesting journey with Jamie

Hi Everyone ,

One thing I like about Jamie is very straightforward. She solved all my doubts in a very short period and suggested me what suits me the most.

She is very friendly and not hard selling. She advised me based on what I need in my current situation.

Overall the meeting session is very informative. I have a better understanding on how medical plan works. For now, I am worry free about my medical fees if anything happens to me.

Thanks Jamie 😄

Regards,
Janice & KY
Engineer

我的专业理财师

Hi Everyone ,

在新加坡留学和工作四年多以来，一直想要买一份保险作为保障，在朋友的介绍下，我认识了Jamie，和她的每一次的会面都获益良多，她不仅会根据我的情况为我选择最适合的保单，对于金融、理财等各方面的知识都有深入的了解，让我知道应该怎么为往后几十年的生活做规划✨每一次有疑问她都会很耐心很专业地给我解答，把保险交给她处理真的超放心的👍谢谢你Jamie❤️

Regards,
Min Yee
Teacher

Passionate financial consultant

Hi Everyone ,

Jamie is a very patient and professional consultant, she always answers my questions patiently with her bright smile, no matter how many questions I have. The explanation is very clear and she will speak slowly to ensure that you have fully understood. She will assist you in setting up a budget and a suitable plan according to your financial situation, and guide you to achieve your life goal in future.
In short, Jamie is my first suggestion as a financial consultant that I will recommend to anyone who is interested in the financial product.

Regards,
Evelyn
Account Executive

Comprehensive planning with Jamie

Hi Everyone ,

Jamie was very patient and diligent. As this was my first in-depth session on financial planning, Jamie's sharing was straight to the point and are conveyed in an organised arrangement, she is always ready for me to post any queries and are always able to clear my doubts.

Even though I have not have much previous encounter with other financial consultants, but from what I experienced so far, I feel that Jamie spent more time understanding her potential client and then tailor-make her sharing according to one's needs.

Overall, I have more insights and understanding on financial planning, and how different accounts have their respective roles in one's financial state.

Thank you Jamie!

Regards,
Jen Sheng
Engineer

Meet someone interesting

Hi Everyone ,

Overall I feel the session was great. The session covers a broad scope of topics in financial planning, which was not seen often in my past session from other financial consultant.

Meanwhile, Jamie were able to provide an overview for all the different types of products available in the market. This was different from other financial consultant which only explain the range of products that was only available from themselves.

Hence, I was able to understand the pros and cons better and have a better understanding in financial planning for my future.

Definitely recommend Jamie to anyone who wants comprehensive financial planning.

Regards,
Chia Wei
Engineer

My professional financial consultant

Hi Everyone ,

It is a really good experience to engage with Jamie, a very professional financial consultant. As this is my very first time to listen to the sharing of financial plan and insurance, I would say that she is really very patience and explained everything in a very clear and simple manner.
At first, I am a bit scared that if the sharing session is too long, boring or I would have a feel of hard selling. But, I really enjoyed throughout the whole session as Jamie was explaining and going through my financial plan, understanding my current needs and budget. She really makes you feel that she cares about what your current position and need, and thus coming out with a plan that suits you without having too much to bear. Also, she is very approachable even for my kinda stupid questions hahahha.
So, I am really thankful to meet her and would recommend anyone who is confused with the plans on the market or want to have a clearer pic of how to keep track on your financial goals to approach her!

Regards,
Zoe
Engineer

Testimonial for my dearest Financial Consultant- Jamie

Hi Everyone ,

I am glad to meet Jamie as my Financial Consultant in the current stage of life. As a fresh graduate who is looking for my first insurance in life, I am totally confused and puzzled with the plans currently offered in the market. I have also met some financial insurance who kept introduce me saving insurance and investment plan. It terrified me and ruined my impression of the insurance agent, until I meet Jamie.

Firstly, Jamie gives me an overview of financial planning and briefs me what's the current plans in the market. She is a patient person who is willing to answer my tons of questions. Based on my own financial goal, Jamie proposed a plan according to my current needs and budget. The whole process was smooth and interesting, I didn't feel she is hard selling at all.

Many people might scare their agent MIA after he/she has signed the contract. I would say I have confidence in Jamie that she would not be this kind of person. Previously, I asked her about this and she told me that she might need to attend to something which is more urgent, but she definitely will reply to me after she handled those matters. So far from what I have experienced, Jamie's response speed is faster than what I have expected. So don't worry about this! :)

With her professionalism and passion, I feel lucky to meet Jamie as my Financial Consultant from Prudential.

我非常高興能在生命中的這個階段遇到怡清(Jamie)-我的財務規劃師。對於一位在選購人生中的第一份保險的社會新鮮人來説，市面上零零總總的配套多不勝數，令我眼花繚亂，不知選擇哪一個才適合自己。我也曾經遇過不斷推銷我投資與儲蓄保險的經紀，這樣的經驗讓我對保險經紀敬而遠之，直到我遇見了怡清。

初次見面時，怡清爲我講解了大致上的財務規劃以及現在市場上的配套。對於我的疑問，她也耐心地一一爲我解答。最後，她配合我的個人需求和預算，規劃了一份屬於我的配套給我。在這整個過程中，我并不會感受到她是在强行推銷。

也許許多人會害怕經紀在簽約后就不見蹤影，我也一樣。於是我就問了怡清，她回答我説她也許會因手上有更着急的事要處理而延遲回復，可絕對不會不回復她的顧客的訊息。從我的經驗來説，怡清回復信息的速度都十分的快，甚至有時還比我想象中的更迅速。所以，我對怡清有信心，相信她不會成爲我們大家害怕的那一類保險經紀！

我覺得我蠻幸運的，因爲能遇見怡清這樣一位專業及有對自己的事業有熱忱的財務規劃師. :)

Regards,
Li Shiuan
Researcher

亲切的理财规划师

Hi Everyone ,

Jamie 是一位很专业的Financial consultant, 她分析得很清楚，让顾客可以更容易了解保单的内容。她也很热情，一直面带微笑和顾客沟通。

我觉得她和我之前遇到的Financial consultant最大的不同之处就是她的说明很详细，她也很耐心的和顾客讲解和分析保单的内容等等。

谢谢Jamie。

Regards,
Daisy
Teacher

一个很棒的理财经验

Hi Everyone ,

问一下大家，你买保险是怎么买的？与家庭保险业务员买？自己上网登记？
还是walk in去保险公司自己办理？

我有个特殊的经历。那天和老公一起去听一位他朋友介绍的保险业务员(前同事)的解说。

一坐下来我就吃着我的午餐，还想着这碟饭是要分着吃多少个小时😂听她那里问这问那，这些客套话。

聊了大概半小时，她开始分析了我和我老公的财务状况。紧接着就是每个保险的种类和保障利益。保险嘛，毕竟不是你去ntuc买日用品，这次用不适合，下次换牌子的事儿。
分析保险的过程中，我吃饱了，也开始专心听她讲课😝

这是前所未有的体验😬
之前听的保险就是告诉你保险多重要，“你一定要买怎么的配套才够保障”，“一天才多少钱，吃一餐就没有了，你还不拿来买保险买保障”。
的确，可能一天才那么五块钱，但凑起来，一个月就很大笔了！

但遇到了怡清，她说我会根据你的财务状况推荐给你你最需要的，不会要你省吃俭用就为了还保费。

听了这句，我乐了😆

结果，果然推荐了一个不用放弃大餐就能付得起保费的quotation给我，而且保额还很大。那晚直接就on了🙈

考虑到如果有什么事，以目前covid的状况，我是要回马来西亚医吗？马来西亚的医药卡，在新加坡也能用。但还是要先自己付了，再拿receipt回去claim。这间中，我有足够的存款先垫付吗？

真的，这世界有太多事情很难预料。不是有钱就能解决问题，但如果没钱，万一出了什么事情，问题更大更烦恼🤯

如果你还在考虑，那我会推荐怡清给你。她会分析你的目前状况做最适合、无压力的保险配套给你。

Regards,
Jia Ning
Merchandiser

Thank you Jamie

Hi Everyone ,

As a financial consultant, Jamie is very professional and explains every plans in details. She understands my needs and makes sure the plans that she recommends would help me to reach my lifegoals.

She also went to great lengths to make sure that I get the desired policies. I appreciate that she was always in a professional, patient and responsive manner throughout the decision-making process.

Thank you Jamie. Hence, I would like to recommend Jamie's service to anyone who is new to insurance or interested in getting their own insurance.

Regards,
Mun Yee
Teacher

Patient and helpful financial consultant

Hi Everyone ,

I was referred to Jamie by a close friend. Jamie becomes my first financial consultant after I step into adult working life. She is very passionate and patiently guidling me throughout every financial planning session. With her advice and careful analysis, I manage to select the insurance that caters to my needs in current stage of life.

For those who are still hesistating in choosing insurance policies or need help in financial planning, I strongly recommend to get in touch with Jamie for an insightful session.

Regards,
Chin Chiet
Process Engineer

She is professional financial consultant

Hi Everyone ,

This is the first time I personally approached financial consultant for financial advice. The overall experience was good and it really benefit me a lot.

Jamie explained to me the concept of financial planning before going into details of the variety of financial products.

To me, it is important as I have very little knowledge about financial planning. Jamie is also very patient on clarifying my doubts and she helps me better understand financial planning during the consultation process.

Thank you Jamie.

Regards,
Yu Zheng
Teacher

Cheerful & helpful financial consultant

Hi Everyone ,

Yi Qing is passionate in her kick-start career as a financial consultant. From her sharing, I am truly impressed by Yi Qing as she keeps learning and improving herself in all aspects of financial planning along the journey, with the hope to serve her client better. She tries her best to understand client’s needs, not to mention, she has been very patient in clearing client’s doubts and queries.

Personally, I would like to thank her for all the great effort that she had put in to share the financial knowledge with me!

Appreciate it. Wishing Yi Qing all the best in her career. Gambateh!

Regards,
Si Yan
Accountant

MY FRIENDLY & KNOWLEDGEABLE FINANCIAL CONSULTANT

Hi Everyone ,

I believe that an insurance is a need when you become a working adult. Through the recommendation from a friend, I met Jamie after getting various quotes from different companies. She was very friendly, helpful and patient to answer every single of my questions.

After a friendly consultation with her, I was able to understand the different products and their features, whereas other companies gave me vague information and confused whether product A or product B would be better value for me. There were no pressure sale tactics, just good honest advice. I’m more than happy to recommend Jamie’s advice for anyone interested in insurance or financial products.

Regards,
Niklaus Lim
Engineer

Meet someone interesting

Hi Everyone ,

Jamie is friendly, patient and professional, her explanation on every plan is clear and not confusing. With her help, I am able to get the plan which fits my life goals. The consultation was smooth and happy as well, she never pressure customers to make decision at the moment.

I strongly recommend Jamie to everyone who is interested on insurance and financial products.

Regards,
Ru Yi
Teacher

She is professional!

Hi Everyone ,

I highly recommend my Financial Consultant Jamie Lee to those who want to buy lifetime insurance for themselves, friends or family. She is a professional person that understand what clients need and knowledgeable in explaining insurance to them in details.

She is also a very nice person.

Thanks to her that I had my personal insurance in Singapore and I appreciate it.

Regards,
Vanness Tang
Administrative

Plan with Jamie

Hi Everyone ,

Jamie was really helpful, and I highly recommend her as financial consultant .
As someone new to purchasing insurance, she went above and beyond to make sure I was making the right choice. She was patience, friendly and helpful throughly the whole process.
Thank you

Regards,
Hera
Bank officer

Meet someone interesting

Hi Everyone ,

Would like to compliment Jamie for her excellent knowledge and understanding. She reviewed my previous insurance plan and offer a better plan for my needs and growing plans for my family. She go beyond her care to show her caring and planning for customer’s profile and future plan. She goes through my needs and profile and making sure that I was making the right choice and plans. She keeps in touch with me and always answer my questions and I greatly appreciate the personal attention that she show to me. Also whenever I hear someone looking for insurance, I will always tell them to go to her. You could not ask for better service! Jamie is the best financial consultant I ever encountered with. She really does go way above and beyond and always to fulfill our needs without fail! Greatly recommend her to everyone!

Regards,
Jeremy
Bank officer

Meet someone interesting

Hi Everyone ,

Insurance as a whole was a complicated and complex system for young adults.

But thanks to Jamie's clear and straightforward explanation of different insurance policies I was able to gasps the importance and usefulness of insurance based on my personal needs.

Jamie's advice was honest and I'm happy to recommend Jamie to anyone who is interested to get their insurance policies.

Regards,
Qingyao
Engineer

Ask Jamie for everything

Hi Everyone ,

Managing personal financing and getting the right insurance coverage that suits your financial goals could be a chore for most people. It is especially tedious for a person like me, who just started working and trying my best to map out a financial plan that would secure my future, fulfil my life goals and accumulating wealth. The chore has turned out an easy puzzle to solve after I consulted Jamie, who is a professional financial consultant.

Jamie is very friendly and patient. She was all ears during the consultation as she tried to understand my needs and goals. She is also very capable of analysing one's financial profile and come up with a personalised and comprehensive financial plan for one's consideration. Her after-sales service is wonderful as she is very contactable and willing to spend time answering my queries. I would strongly recommend Jamie to anyone who wants to keep your financial goals on track with less hassle.

Regards,
Alfred Lee
Architect

Friendly Jamie

Hi Everyone ,

Buying a cost effective insurance plan that provides extensive coverage is definitely hard when there are many insurance agents around that are just out to make a killing without having your best interests at heart.

Being unfamiliar with insurance and the many options available in the market, I was fortunate enough to engage the assistance of Jamie. She genuinely tried her best to understand my needs and recommended the insurance plan best suited for me.

She was patient in explaining and the process was fuss-free. I would definitely recommend her services to anyone who interested in insurance or financial products

Regards,
Kelly Chin
Bank officer

Interesting financial planning

Hi Everyone ,

Although vast arrays of insurance plan was offered by different insurance company, her explanation is not confusing me. She introduced the plans to me according to my life goals. So that, I can see directly which insurance I need for my future.

After her friendly consultation, I was able to figure out my needs and the plan which I need.
Even though I keep forgetting proper nouns, she patiently explained it to me again and again. I'd be happy to introduce her to anyone just beginning to know about insurance.

Regards,
Yaw Zhe Sheng
Teacher

Helpful and patient financial consultant

Hi Everyone ,

Hi Everyone ,

As my consultant, Jamie is considerate, responsive and approachable on clarify the processes with me.

She is capable to propose the policies which are suitable for me and she always concerns my life and my financial situation.

To get me properly insured, I appreciate her hard working and consideration. I like the way she explained the policies as she will use life examples, which is more understandable for a normal person who does not know about insurance. And also, she makes sure that I have understand all the policies that she explained, which is pay attention to details and care about her clients.

I would like to recommend Jamie to anyone interested in financial and insurance products.

Regards,
Bella
Pharmacist Technician

My professional Insurance Agent

Hi Everyone ,

I know Jamie for almost 3 years. When she first started as an insurance agent, she approached me and asked me if I would give her a chance to do a financial planning for myself. To be honest, I am not a person who will go to people for financial advices because I think that’s my own personal matter. That’s why my very first thought was not sure that whether Jamie was professional enough to give me financial advices and planning for my future.

We met up for the first appointment and she started to explain to me the policy that I bought previously from another agent. This was the part that I was quite amazed by the way she started to present the whole proposal. As what I had experienced before, most of the agents that I met before couldn’t wait to share with me how wonderful were their proposals and straight to the point cross selling me. That’s why I don’t like to have appointments with insurance agents because I feel that they only see me as their KPI.

However, Jamie didn’t make me feel the same. She explained my policy very clearing and patiently to me before presenting her proposals. She was very professional in my financial planning and giving me valuable advices as well. Throughout the whole appointment, she listened to me, identified my needs and she provided me alternatives to the issues I encountered.

I would say it was a very smooth and comfortable appointment with Jamie. You can definitely feel her passion towards her job as I do because she is always there when I have any enquiry regarding my policies regardless the policy is purchased with her or not. She will try to get back to me asap and really spend time answering my enquiries. No doubt in her after-sales service as well.

This is my own sharing and I hope that it will help those people that are like me who is not comfortable in approaching insurance agents for financial advices. You may approach Jamie as you won’t feel uncomfortable during the appointment and she definitely doesn’t see you as her KPI.

Regards,
Chai Pei San
Bank Manager

From client to friend

Hi Everyone ,

Hi Everyone ,

I am working adult and have been insured by insurance for 5 to 6 years started right after I step into working life. I have not much knowledge in financial planning and I have not really reviewed the insurance policies that I purchased until I meet Jamie.

Jamie reviewed all the policies that I have then prepared a summary for policies benefit and premium. She then explained to me my policies coverage and possible improvement to my insurance and financial planning.

I find Jamie is sincere as she always thinks for her customer first, try to balance my budget and need while suggesting improvement to my current policies portfolio. She successfully wins my thrust and I have appointed her to be my financial consultant moving forward. I also find Jamie is considerate, responsive and approachable on clarifying any doubts I have.

I got to know that Jamie is focusing on fresh graduate financial planning, but I would also recommend her to any working adults as I find her planning is suitable for people like me who has been working for quite some time but never really review my financial planning.

Regards,
Hock
Sales Engineer

My friendly & knowledgeable financial consultant

Hi Everyone ,

As an individual does not have the expertise in financial and insurance planning, it would be a discouraging journey to get the right insurance policies suiting for our current life phase.

Thankfully and fortunately, this frustration vanishes away after I meet Jamie.

As my consultant, Jamie is considerate, responsive and approachable on clarify the processes with me.
She is capable to propose the policies based on the information and concerns we provided.
She always gives me prompt responses into solving my puzzles on understanding the products she proposed in a simply understandable way.

To get me properly insured, I appreciate her hard work embracing with professionalism and diligence, it allows me to sleep well knowing I am well protected.

It is nothing but happy to recommend Jamie to anyone interested in financial and insurance products.

Regards,
YS Lee
Stack Developer

Start your financial journey with Jamie

Hi Everyone ,

Jamie was introduced to me by a friend and became my financial consultant after that. She has been courteous and helpful in her service. She is very patient and professional in her work and had provided very valuable advice for my insurance.

From our interaction, I can clearly tell that she is extremely passionate about her work and the most remarkable things about Jamie is she is a financial consultant that does not push products to her clients. I am confident that she will handle my insurance well.

Regards,
Yee Chieh
Process Engineer

Interesting & Fun Journey

Hi Everyone ,

I have known Jamie for almost a decade and like most of us when we just started to work, we always think that we are well covered.

When I met Jamie for financial planning appointment, she took initiative to help me to review my existing policies before introduced any plans to me. Also, I am impressed by the hard work and effort she put in when she showed me my policy summary that she did for me.

I’m genuinely recommend someone like you if you are looking for a financial consultant to do financial review or looking for financial planning in your life journey!

Regards,
Shiuh Wen
Laboratory Technician

My trusted financial consultant

Hi Everyone ,

I’m very grateful to have Jamie to be my financial consultant, who really put herself in my shoes to make understand me. She’s a very sincere and caring person and this can be seen through her conversation and interaction with me. For those who are interested to find out about financial planning, I believe she can be your trusted financial consultant too :)

Regards,
PY
Engineer

jamie lee

Prudential Associate Financial Services Manager

jamie lee

Prudential Associate Financial Services Manager

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