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Idawati

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.
 
Idawati
 
 
 
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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.