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Idawati

In Touch

A Monthly Curated Newsletter

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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19 Personal Finance Tips You Were Never Taught—but Need to Know

We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest.

 
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Financial Advice From KIDS

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
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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.

© Idawati, All rights reserved.

Testimonials and Referral Notes

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Jonathan ONG. Sales Engineer

I first met Ida when we were heading to a Christmas gathering with my then-girlfriend, now wife. After that, we had many conversations, and she has always been readily available to listen and help. She had been my wife’s financial advisor long before I knew her, assisting with financial planning and encouraging her to develop healthy spending habits. We had our first meet-up for financial planning last year, and what really resonated with me was her reassurance about having someone to turn to in times of need, someone who genuinely cared. This way, I wouldn’t have to navigate the complexities of policies and claims on my own. Beyond being my financial advisor, she’s also a friend I’ve known for some time, which made me comfortable entrusting her with my policies. I even decided to make some changes on my existing ones to work with her. I’ll definitely recommend Ida to anyone I know who needs financial advice or assistance with policy management.

Jia Yun LIEW. University Student

I enjoy working with Ida & Yvonne. They help me to understand about financial planning and also very transparent in sharing with me how the plan works. They will inform me of the pros and cons & what will really suit me according to my needs and wants, especially when I am still a university student. They are definitely not the pushy type who will hard sell stuff, so I am really thankful for that! Both Ida and Yvonne are really nice and great to talk to, I've had multiple pleasant chats with them and it is overall enjoyable for me! Thank you both!

TAN Poh Beng. Retiree

I met Ida a few years ago and decided to engage her as my financial advisor because my previous agent did not have any time for me. She helped me reassess my needs and revise my plans according to my current situation. She is very responsive and knowledgeable in her profession, providing good alternatives and recommendations. Despite her busy schedule, she always ensures that we meet up yearly, which I really appreciate. Thank you very much!

Naufal. System Engineer

I want to express my heartfelt gratitude to Ida for her exceptional dedication and support. Her unwavering commitment to ensuring my basic needs are met has not gone unnoticed. Her ability to break down complex policies into easily understandable terms has been invaluable. Thank you for going above and beyond in guiding me through financial matters. Your expertise and kindness have made a significant impact on my understanding and peace of mind. Thank you so much Ida!

Yi Leong GOH. IT Deskside

Idawati was introduced to me by my younger sister, who is a close friend of hers. She has been very helpful in assisting several members of my family with their financial planning. Idawati's friendly attitude and patience in explaining the financial plan were greatly appreciated. Her dedication and clear communication made the process understandable and straightforward. I would highly recommend her services to anyone seeking professional and caring financial advice

Praveen M G. Application Developer

I had the pleasure of being introduced to Ida through one of my colleagues. Given my limited prior experience with personal insurances, I was grateful that she took the time to thoroughly explain all the details in a precise manner. This guidance led me to confidently choose AIA for my insurance needs. What truly sets Ida apart is her remarkable availability. Being easily reachable makes a world of difference, particularly when navigating through the process of making claims or seeking clarification about various policy aspects. This level of accessibility not only provides convenience but also instills a sense of trust and reliability in the services she offers.