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Jaz Lee

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.
 
Jaz Lee
 
 
 
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Testimonials and Referral Notes

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Lena Liow

Started my financial planning journey with Jaz about 3 years ago with Personal Accident Plan for both myself and my husband. What happened was my hubby received letter stating his Personal Accident Policy was lapsed due to no payment made. We were in shocked as his payment was by giro and indeed he had changed his bank for giro deduction but he was not informed by his then agent that his signature wasn’t accepted by the bank. Back then we were so worried! What happened if accident happens and there wasn’t any coverage for my hubby? We approached her and her prompt responses and actions impressed us. Her Genuine, truthful and thoughtful character are the key reasons that makes her still our ongoing agent whom we will only consult and go to for all our insurance needs and related matters. She is really the agent whom will really advise and cater to a policy that will benefit and suits us that is within our budget and not based on how much she will benefit from. Good job Jaz! Keep moving and 坚持你的信念 to advise and educate each and every individual for their coverage and needs regardless for protection or retirement needs.

Eldwin They, Owner of Car Pro Automotive

Begin my insurance planning journey with Jaz from a Personal Accident Plan and upgrading of my Eldershield. Even though was not huge policies, she will explain each policy in details and highlight each coverage base on the budget I given her. I’m truly impressed by her patience and a good listener. Along the insurance planning, I was educated by her the importance of critical illness protection and retirement planning which make me realise I was really under coverage for my age. Nevertheless I am thankful to her that I’m well covered.

Sharon Tan, Founder of Sixtygrams

Jaz has been very professional, helpful and possess great attitude in delivering her work. It is a pleasure to have her as my agent as she goes the extra mile to ensure that I have the right amount of coverage based on my current financial situation. She also make sure premiums are within my affordability. She assisted me in finding the best quote and coverage for my hospital plan and life insurance and she was very thorough in explaining all the fine details of the different policies making sure that I understand fully before committing. I would highly recommend her to anyone looking for insurance coverage, without all the headache and hassle of trying to go through the process on their own.

Chester Ng, Director, Unity Technologies Singapore

Jaz has been very helpful as my personal one stop solutions for most of my insurance and financial needs. She follows up closely and is very honest in her approach of ensuring that I'm not over paying for any products. I've personally recommended many of my friends to work closely with her and they are happy with her level of service. I can confidently say she is one of the many few honest and reliable people around.

Serene Lim

Jaz, I just want you to know how amazing you are. You spent time reviewing me and my family's existing policies and going through with us our health insurance policies even though you did not have to. There are not people like you out there. You are truly special!

Elaine & Family

Dear Jaz, thank you for going the extra miles to help my family and me on planning our insurance needs. The communication and explanation by you was clear and easy to understand. Most importantly, thank you for listening and providing advice according to our affordability. I look forward to our financial planning journey together.