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Jess Liew

In Touch

A Monthly Curated Newsletter

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.

4 Things Mothers in Singapore Should Do to Plan for Their Finances

A 2015 survey showed that 75% of Singaporean mothers surveyed had not even thought about retirement, let alone started planning for it. If you’re spending all your energy running after the kids or making sure they pay attention during tuition, here four things you should not forget to do for your finances.

 
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Mums, pay attention to finances

Financial experts advise that it makes sense for mothers (and just about anyone) to pay attention to their financial affairs. According to the US-based National Centre for Women and Retirement Research, nine out of 10 women will eventually have to manage their finances on their own at some point, due to circumstances ranging from leaving the workforce to care for a family member, to becoming divorced or finding themselves widowed.

 
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Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance

 
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I seek to reach out to people who believe in creating a safe financial environment for 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.
 
Jess Liew
 
 
 
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Testimonials and Referral Notes

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Ashvika and Pravin, HR Specialist/ Enginner

I have known Jess for almost 2 years now , and our professional relationship started with me enquiring about maternity insurance plans. I still remember being very much straightforward to Jess in what I wanted and also explicitly told her that I don’t not wish move forward if her only plan was to hard sell the insurance plans that me or my family might not actually require. Honestly it was mainly because I was pretty much done with all those hard selling financial consultants. To the best of my knowledge and all the years of meeting/speaking to insurance consultants, Jess definitely won my trust in the first meet up as she truly listened to what I needed and advise me on the best and affordable plans available in the market that suited my needs. I will always have my deepest gratitude for the exceptional service you have provided me and my family as our financial consultant. Your professionalism, knowledge, and dedication have truly made a difference in our experience. I am incredibly grateful for your prompt responses to my inquiries (regardless of whatever time it was) and your willingness to go above and beyond to ensure that all our insurance needs were met. Your expertise and attention to detail have given me a peace of mind, knowing that we are well protected and we can have relaxed retirement in the future. I also want to acknowledge your exceptional customer service skills. Your friendly and approachable demeanor have made every interaction a true pleasure. Your ability to explain complex insurance terms in a way that is easy to understand has been invaluable. I truly appreciate the time and effort you have invested in helping me and my family navigate the complexities of insurance. Your commitment to providing personalized solutions and finding the best coverage options for us has not gone unnoticed. Once again, thank you for your outstanding service. I am grateful to have you as our insurance consultant and moreover a good friend, and I look forward to continuing our professional relationship for years to come.

Sophia, Financial Instruments Trader

Really appreciate Jess help in sorting out my maternity and newborn daughter’s insurance. She is the kind of sales that I enjoy working with - knows her stuff, not pushy, looks out for her client’s best interest and honest. Jess has a great attitude and I would definitely recommend her to family and friends.

Serene Loo, Marketing Manager

I’ve had the pleasure of engaging Jess Liew to obtain insurance policies for myself and my babies. When I first engaged Jess in 2021 – I truly appreciated her bubbly demeanor, easy conversations, professionalism, fuss-free service and quick follow ups. When I had a baby number two in 2023, I decided to engage her services again to ensure baby and myself could receive the best possible coverage. Despite facing several challenges and hurdles, including complicated paperwork and stringent underwriting requirements, Jess remained unfailingly positive and determined, guiding me every step of the way to ensure we secured the right policies. She even went through the trouble of creating a template that I could easily pass on to the doctor’s clinic to ensure we got all the information that was required. Thanks to her perseverance, our application was approved! Grateful for the exceptional service and would highly recommend Jess to anyone seeking an agent who would go above and beyond for their clients. Jess is a professional and a credit to the industry!

Felice

Hello Jess! Thanks for arranging the meet up today 😊 And also thank you for sharing very useful tips and helping us to review our current insurance and financial plans. It was such a fruitful and wonderful session  for us. You are such a lovely and friendly planner that I have ever met! Knowledgeable, experience and kind 👍 Will definitely recommend to our friends and family too ☺

Elaine, Teacher

Jess was knowledgeable and genuine. She ensured that whatever she shared would be useful and beneficial for me by asking for my future plans and budget, instead of simply sharing whatever she wanted to. This made the sharing on the point and not too draggy or a waste of time. What I like about HSBC life is that they cover babies' even before they're born - contrary to all other companies where u have to convert the plan only 14 days after baby's birth, in order to be able to provide documents that they don't have pre-existing medical condition.

Rachel Tan

Jess is very heartwarming and takes time to understand what her client needs before sharing. She’s not pushy which is very pleasant to speak with.