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Xavier Ong

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

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.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
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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.
 
Xavier Ong
 
 
 
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WhatsApp me at +65 90182630   
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Testimonials and Referral Notes

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Yoong. Business Development

First started as a cold call from his colleague that didn't really interest me. After a week or so, Xavier himself called me up & we managed to schedule a meet up after a few attempts. He is patient & willing to go through my existing policies (which I didn't know what they were for & have no agent reviewing them for me). He explained to me & recommended a solution for me. No hard selling by Xavier & i decided to go ahead with his proposed solution. He showed that he knows what he is doing & made me feel comfortable with my new policy. The prompt response and good service from him is what I needed. I wish him all the best & hope he will continue to excel in the future.

Eileen Chong

I would like to share my testimony concerning my investment with Great Eastern. My investment Agent is Xavier Ong, he is a young and promising guy. I met him by coincidence and we have a chat about Investment. He is a friendly, confidence, honest, trustworthy and know his product very well. The first time when we have a chat was back in March 2020, when we first met up discussing about investment. Very quickly, I have made my decision to invest my funds with him and within a very short period of time he helps me make a decent profit on my funds. He also advises meticulously and cautiously on the concerns with my son's education. Xavier is a very responsible person where he will monitor my policies very closely and always update me as and when regularly. If by coincidence you came across the testimony from others sharing about Xavier Ong rest assure he is a trustworthy and honest guy which you can put confidence to do the transaction with him. Highly recommend!!!

Jessica Chan

I know Xavier via cold calls. I wasn’t interested in getting any new policy because of my age and I already have sufficient policies and I also sound out to him I'm not interested. However, he is very patient, very sincere and not pushy at all. He tells me how to put my cpf funds in good use. After a few calls over the months, I finally decided to meet him and see what he have to offer. The 1st meeting was pleasant and I also get to know him better. Xavier is really helpful and trustworthy so I decided to let him manage my CPF money for investment. He is a very responsible agent, he keep me posted monthly on my investment. I'm very happy to have known him not only as an Insurance Agent but a friend now.

Ms Lim. Accountant

Greatly appreciative of Xavier, patiently giving me clear explanation of CPF shielding assisting me to maintain more funds in my Special Accounts before the forming of my Retirement Account so that i would be able to enjoy 4% interest in my Special Accounts after i turn 55. Due to no guarantee returns of shielding my CPF funds with Great Eastern Investment, Xavier try his best to keep me update on the movement of my investment and reduce the worries of my hard earn monies. He also has gone through all my existing insurance and investment policy from other companies and help me analyze and value add to my existing portfolio I am happy to recommend Xavier to be your financial advisor

Tracy Chong

I got to know Xavier when he attempted to cold call for a meet-up back in 2016. He made an effort to go through all my existing insurance and investment policy from other companies, and help to analyze my coverage and goal. I can felt that he genuinely wanted to help individual to get what is needed. Xavier is very different from other insurance agents who would usually push you to buy insurance or investment policy. He has never attempt to hard sell any policy to me over the past years. He is sincere, approachable and helpful. Will definitely recommend him to others who are keen to get any insurance or investment policy

Seetoh Daniel. Trainer

As an insurance agent, Xavier Ong service and accessibility for our family has been outstanding. He has been a pleasant and knowledgeable agent to work with. He can explain the policy in a simple and concise manner for me and my family to understand. And no matter what the question or issues we have, he is always responsive and attentive to our needs, Whether by phone or email i will get the information and answers I need in a prompt and courteous manner. What I've valued most is he understands my interest needs and more importantly he is not pushy. I highly recommend Xavier Ong