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Tan Teck Loon, Brian

In Touch

A Monthly Curated Newsletter

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.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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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.
 
Tan Teck Loon, Brian
 
 
 
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DISCLAIMER

This is not an official AIA newsletter. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.

© Tan Teck Loon, Brian, All rights reserved.

Testimonials and Referral Notes

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Angie Quah

I got to know Brian through one of my nurse working in a clinic. As I was having lots of claims issue with my insurance agent then so I asked my nurse if she have someone to introduce. Ever since I know Brian, he settled most of my claims in a very fast manner and answered to my queries promptly. He keep track of all my claims and update me on my claim status regularly. A very professional agent to be commended.

Harjati Chandra

I know Brian frm my niece, which is the family insurance is cared by Brian. He is very friendly, responsible, helpful, excellent and knowledgeable. He spent his time for me and my family members to explain abt our insurance. He even drove us to AIA office for some insurance matter. His services is good and I am sure to recommend him if my friends need to buy insurance. Keep it up Brian I gv you thumbs up. 👍👍👍

Jeslyn Teo

I have known Brian for several years through my sister who was then an insurance agent at AIA. Ever since my sister left AIA, Brian took over my policies and served with his heart without fail. Brian is someone whom you can share your personal financial concerns with. He will based on my needs and capabilities to offer options to suit my requirements and he will definitely not upsell any insurance package to you. This year (March 2022) I was told by my doctor that I had to do a major surgery. In fact, I have some reservations with the doctor and I decided to call Brian to discussed my case and situation with him. Brian then recommended 2 doctors to me as he had clients who have similar situations with myself. I decided to proceed with the surgery with one of his recommended doctor. Brian follow up with the necessary paperwork on the surgery/hospitalization processes closely with me too. And so I had the surgery done in June 2022 and I am very thankful that everything went very well and smooth. Also, I managed to receive my claims back accordingly with Brian's speedy response. I am grateful that I can trust Brian with my financial plans and will continue to support him along this journey.

Zheng Hui & Li Ping.Engineers

Hi Brian, thanks for being so patient in answering the questions we have and also being so detailed. Different people have different needs and we’re so glad that you are able to propose a solution that suit our needs perfectly. Appreciate for serving us so professionally!

Weber and Ai Tee.Medical Doctors

Brian is a God sent angel that help us with our insurance claims at the right time and circumstances. it was through divine appointment that he was assigned to look after my AIA portfolio. Besides just taking care my AIA claims, he also offered to help us with our claims from other insurance companies. He guided us step by step throughout the whole claiming process from the filling up the forms to the lodgment of our claims. Not only is he friendly, knowledgeable, he can simplify complicated insurance matter into layman terms. He is passionate about his work and offer a very high standard of service to his clients. He went beyond his duty and even came to pick us up from home. He drove us all the way to the insurance office to settle our insurance matters. Brian also spent his precious time to go through our insurance policies one by one. He made effort to organize and summarize them into a folder for our easy future reference. He do his best for his clients as he treated his ordinary task with extraordinary purpose and passion. I cannot thank Brian enough for his help in my insurance claims and would strongly recommend him to anyone who need his professional service in insurance matters.

Tiffany Woo.Staff Nurse

After an accident requiring surgery in 2016, I realised the importance of insurance but was at a loss on where to get started. I was introduced to Brian at the time. 4 years down the road, he has not only become my insurance planner, but also a great financial advisor and friend. He is unlike other agents. Brian really explains policies in a way that I can understand. He is also willing to just sit and discuss, as well as teach investment concepts and strategies to a first-timer like me. A efficient, knowledgeable, reliable and most importantly, trustworthy, agent - I have not trusted anyone else with my policies since. Hope to continue to working with him for many years to come! (: