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Amanda Ong

In Touch

A Monthly Curated Newsletter

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

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

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

 
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4 Different Ways to Think of Retirement | Psychology Today

Explore retirement as a goal, lifestyle, long-term process, and mindset influencing decision-making and life quality.

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

 
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I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
Amanda Ong
 
 
 
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DISCLAIMER

The views and opinions expressed are solely that of the author /or information shared by third parties and do not reflect the opinion of Professional Investment Advisory Services Pte Ltd. The information shared here are for general information only and does not constitute the provision of financial advisory services. This information has not been reviewed by the Monetary Authority of Singapore.

© Amanda Ong, All rights reserved.

Testimonials and Referral Notes

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Cassandra | Marketing Manager

I’ve known Amanda since she was 15, seeing the big change in her from a student to now a senior financial manager is really a big achievement. Amanda is very patience despite being asked a lot of questions that is out of her product or scope. She also takes care of my insurance really well, updating me the latest plan info and going through each point in details to work within my budget to ensure that I have adequate coverage. She is also here with me through all my milestones without fail. Highly recommend Amanda to be your one stop agent.

John | Executive Director

A firm believer in insurance products, I have purchased different ones from a wide number of agents/companies over different timelines. It was timely for a more holistic review of all my insurance products, accumulated over decades to be reviewed by a well-versed financial advisor who could give me an objective assessment of their performances and to identify if there were any gaps that could help towards my retirement planning. My chance-meeting with Amanda Ong, following a webinar presentation was indeed a blessing. We met over several sessions with each meeting building over the other. Amanda listened patiently. Asked appropriate questions when she needed to. When she completed collating all my insurance products; I was very pleased with her succinct, crystal-clear presentation including explaining how I can work towards realizing my retirement goals. Amanda was just the right Financial Advisor I was looking for. She not only provided me with a comprehensive review of my portfolios, she was spot-on in addressing my future needs as well. Amanda’s friendly and respectful disposition, puts you at ease from all the awkward first-time meetings cum conversations. Her knowledge coupled with the confidence she exudes while navigating through layers of financial intricacies, clearly demonstrates her maturity in understanding what I needed. I would highly recommend Amanda for her professionalism and expertise she possesses.

Jonathan | Account Executive

I was introduced to Amanda through my wife as I was sourcing for a Critical Illness coverage after the recent revamp. Even though I know what I need, Amanda was very patient and dedicated in bringing me through the whole process of understanding what I am looking at, and breaking down the comparison of similar policies. I appreciate Amanda’s expertise and knowledge in this field, and I would definitely recommend Amanda to any of my close contacts.

Steve & Siew Kiang | Retirees

My wife and I got to know Amanda Ong when we decided to do a financial health check. She is professional, cheerful, knowledgeable, and caring about the financial well-being of her clients. Here's why we are fortunate to have Amanda as our financial advisor. During our financial health check, Amanda took the time to understand our current financial situation, our future needs and even what our financial want-to-have are. The reports we got were very comprehensive, and this provided us with an accurate and insightful understanding of our current situation as well as the gaps in our financial planning that we should be looking to resolve. Amanda expertly led us through the report, answering our questions and clarifying our doubts in an easy to understand lay-person way. We decided to close some of the gaps in our portfolio, again Amanda suggested products that would benefit us and suit our situation. Through our selection process, we felt that Amanda's knowledge of the products and her true care for our needs helped us to confidently pick products that were right for us. Amanda continues to keep in touch with us. Sharing updates and important financial events that might affect us, while also keeping abreast of our current needs.

Wen Fen | Assistant manager Integrated Solution

I have known Amanda for 16 years and we go way back to when she first started as an agent. Amanda has a passion in serving and providing her best to all her clients. She is very sincere and trustworthy, and i feel assured with her as my advisor, knowing the fact that she always has my best interests at heart and isn’t just looking to go in for a quick sale.

Charmaine | Talent Acquisition Partner

I’ve known Amanda since the start of her career in this industry and even longer. Her grit and passion to give her clients the best service and experience always continues to impress me. Having also met many agents in this space, I can confidently say she’s one of the best in the market out there. Who’s truly knowledgeable about all aspects of the space and would be able to give you the right kind of advice to help you make an informed decision that suits your needs. Letting her take care of all my friends and family's policies through the years always puts my mind at ease knowing they are protected by the best! Thanks Amanda!