| In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together. | | 2024 Financial Goals: 5 Resolutions to Avoid Kay Dee Cole advises avoiding vague or overly ambitious financial resolutions for 2024, emphasizing realistic, value-aligned goal setting. | | 5 Reasons You Should Create Reflection Rituals At The End Of The Year Danielle Anson discusses the benefits of end-of-year reflection for personal growth, healing, and setting future intentions. | | The Habit That Could Improve Your Career | Paul Catchlove | TED | | Proudly Brought to You 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 | | | | | | | | unsubscribe | You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above. 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. | | | | Sam Wai Kit.J & S MANAGEMENT PTE LTD This Testimonial is written for Mr Brian Tan,
I would like to express my greatest gratitude to him, no amount of words can describe my heartfelt thanks to him, but here it is anyway,
the moment you meet him and start talking to him, you can feel his sincerity, professionalism.
To me, he is one of a kind as a advisor, he goes through your policies with you, giving you advises and let you know your needs, and doing all this with genuine patience, along the way he shares his life story with you too.
He is someone with positive energy, and you can tell that he made it today by sheer hard work, I really salute him for this.
I've met a lot of financial advisors in my life, but never have I met someone like Brian, he makes me feel rest assured, that he is always having my back and is always ready to help.
I really thank him for the extra mile he went for settling my mum's policy for me too.
Thank you Brian for being someone we can rely on! | | | | Meifong Brian has been my financial advisor for over seven years, and I have to say, he is probably one of the more patient advisers I have met. I am consistently impressed by his analysis of my situation. I always feel like he puts my needs first. If he cannot give an answer right away, he always gets back with the right information. I would not hesitate to recommend him. | | | | Sarah Naw Paw Wah.Financial Services Consultant Brian Tan ကို လွန်ခဲ့သော ၅ နှစ် ကျွန်မအရင်လုပ်ခဲ့သောအလုပ်မှာ Logistic ကိုယ်ပိုင်လုပ်ငန်းရှင် အဖြစ် သိခဲ့ပါတယ်။ သူသည် ကိုယ်ပိုင်လုပ်ငန်းလုပ်သလို ငွေကြေး၀န်ဆောင်မှုလုပ်ငန်း Manager (Financial Services Manager) တစ်ဦးလည်းဖြစ်ပါတယ်။ သူ့ရဲ့ clients များကို စေတနာအပြည့်ဖြင့် ကိုယ်ချင်းစာစိတ်ထားပြီး clients လိုအပ်သည့်အတိုင်း လုပ်ဆောင်ပေးသူ ဖြစ်ပါတယ်။ ကျွန်မသူ့ team မှာ မနှစ်ကစပြီး အလုပ်စတင် လုပ်ခဲ့ပါတယ်။ သူသည် အဖွဲ့သားများကို အလုပ်မည်သို့ တိုးတက်အောင်မြင်ဖို့၊ စိတ်ဓတ်ခွန်အား မြှင့်လာဖို့အမြဲ သင်ကြားပေးပါတယ်။ Financial Services Advisor လုပ်လိုသူများကို Career Coach အနေဖြင့် ၄င်း၊ Insurance နှင့် Financial Planning လုပ်လိုသူများကို Financial Planner အနေဖြင့် ၄င်းကူညီပေးပါတယ်။ သူဟာ ယုံကြည်စိတ်ချရပြီး စေတနာအပြည့်လုပ်ဆောင်သူ ခေါင်းဆောင်ကောင်း တစ်ယောက် ဖြစ်ပါတယ်။ | | | | Chaw Theingi.IT Professional My friend recommended consulting Brian for buying a new insurance plan. During our face-to-face meeting, I was impressed by his preparation and attention to detail. He carefully listened to and noted my requirements without promoting his products first. Before meeting him, I had little knowledge of insurance and didn’t fully understand benefits and coverage. He explained everything clearly in layman’s terms, going through possible scenarios and reviewing my existing health insurance coverage.
Only after I understood my existing insurance coverage clearly, he suggested an affordable insurance plan which meets all my needs and provides additional benefits.
Brian is a very friendly person and a good listener. Every time I met with him, I felt comfortable, as if I were talking to an older brother, and our conversations were always fruitful. During our second meeting, he even prepared a folder with all the necessary documents, including details of my existing insurance coverage for future reference. I truly appreciate his effort and excellent service. Even after purchasing the insurance plan, he keeps me informed of any updates related to my insurance in a timely manner. I look forward to working with Brian for my future financial planning and insurance needs.
Thank you, Brian, for your great help and heartwork!🙏 | | | | Uncle Chew, Aunty Lena & Family Brian is a good representation of professionalism. Furthermore, his services have consistently exceeded our expectations.
When selling policies, he had patiently strove to fully understand our circumstances and helped us nailed down our needs succinctly. When done, he offered options and advices that help us made the right choices.
When requested, he had no hesitation to take over AIA policies purchased earlier from other financial consultants plus diligently helped submit and followed through when claims were initiated.
What I am most grateful for was, when I met with an accident in a foreign country, his assistance with advices on what needs done and helped coordinated the hospitalization and surgery. Furthermore, we really appreciated his helping us in seeing through the end-to-end medical claim process seamlessly.
We are blessed to have Brian as our financial consultant not only for my wife and I but also for our two grown up children. | | | | Justin, Jana & Jonas I have known Brian for over 2 decades, well before he embarked on his highly successful advisor career. Since I first know him, he has shown to have the necessary personality and traits to help others. He was starting in his financial advisor role just when our family was expecting our child. As first time parents-to-be, we definitely need a responsible and trusted advisor for this new phase in life. From pre-parenthood to now, we had multiple holistic discussions in the last few years. Along the way, we signed up various products with Brian where we will benefit and secure our future as a family. Thank you Brian!! | | | | |