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Alison Lee

In Touch

A Monthly Curated Newsletter

What does it mean to lead a good life? The meaning of a good life, or life for that matter, is subjective. But there are some evergreen truths and wisdoms that we can all live by that help us gain the most out of life even through obstacles and challenges. In this issue, I have put together for you a series of insights, tips & advice by some of the best thinkers throughout history on how to live out a good life. I hope these resonate with you.

50 Very Short Rules for a Good Life From the Stoics

The best pieces of wisdom gathered from a body of work that spans 2,000 years.

 
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Living a Good (Financial) Life

Living a good financial life is like hiking. You have to understand where you are, figure out where you want to go, figure out how to get there, and understand ahead of time that there will be challenges and setbacks.

 
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Marcus Aurelius — How to Live A Good Life

 
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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.
 
Alison Lee
 
 
 
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WhatsApp me at +65 94234996  
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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.

© Alison Lee, All rights reserved.

Testimonials and Referral Notes

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Alicia Quek (GSK Pharmaceutical)

Way back in 2010, I just entered the workforce and know nothing about financial planning. I was introduced to Alison by my sister. At that time, she just started her career as a financial consultant. It's was amazing how things worked out till now. From zero knowledge on wealth management and health related matters, to whole lot of knowledge in different areas that could help me lighten my burden in future. Every yearly, we will go through my financial portfolio to update my current financial status as well as highlighting areas that i can further explore. I recalled there was a time where i "saved" my money with a bank consultant cum financial planner. I told her about the policy that i had bought with the bank. At first I was thinking, she might get upset, for not getting that similar policy from her. But surprisingly, neither did she not get upset, she even advised me on how I should go about doing it to fully maximise my "earnings". From then on, I decided to (ONLY) let her handle my financial planning. I fully entrust my financial planning to her (haha). She isn't pushy kind of consultant. She helps me understand between what is a must have versus what is good to have. Sometimes at work, I would even share some knowledge on saving/hospital planning that was shared by Alison, to my colleagues. Alison is an friendly and helpful agent that you can fully entrust your stuffs with. Not only does she follows up with the policies that I have with her, when i got queries about my mom's policy (brought from company), she is always ready to offer help to us. Back in 2017, When my dad passed on, she also offered to help my family process the necessary paperwork, which was beyond her duties (not from the same company). From bottom of my heart, I am thankful to know her, and for all the help she had given to me and my family. Because of her outstanding (FIRST CLASS) service attitude, all of my family members, I even recommended her to my boyfriend and his parents. Last but not least, she also actively upgrades her financial knowledge to better serve us. I am looking forward to more excellent services/products (especially on how to accumulate my wealth) that she's going to share with us in the near future. Thank you and salute for your professionalism :)

Wang Qi and Jian Wen

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Katherine (CTS Corp ticketing)

I got to know Alison through my husband colleague, my previous insurance coverage was in a mess and I didn't even know what am i covered for. Until I met Alison, her explanations were clear and concise. She explained to me what were beneficial for my whole family after understanding my priorities and concerns and is always contactable whenever we needed her. I’m thankful to my husband's colleague for recommending her to my family, which I hesitated to talk to her for quite some time due to my bad experience with many agents. I would highly recommend her to all my friends for her professional service and financial advice.

Dennis Lim (Sales Manager - Dorsett Hotel)

Before I reach out to Alison, I don't have a comprehensive understanding of my insurance policies from my previous agent. Alison has presented a very detailed analysis of my policies, importantly what I'm lacking in terms of overall protection and worked out my long term plan for premium coverage. After Alison's explanation, I am more assured and confident that my policies are all in place and well-covered. I look forward to working closely with Alison to keep myself updated with the latest products which may potentially improve my overall financial and life planning.

Khong Wai Mun (Mortgage Specialist)

Its my pleasure to offer my unreserved recommendations for Alison to help you in ur financial planning. Personally knowing her for 17yrs, she has always demonstrate responsibility towards everything she does. I am really glad to have a financial consultant and friend like her whom ensure i am well taken care of in every financial aspect of my life.

Cecilia Cai (Oakwood Premier OUE Singapore Sales Manager)

I only knew Alison through her mummy, however we instantly ‘clicked’. Though I was a little apprehensive at first to discuss my financial health with a stranger, I was later on put on ease after our 3rd meet up. I am someone who does not handle my finances very well and because I am overwhelmed with 3 young children I didn’t sit down and give my retirement plan any thoughts. However, Alison was patient enough to follow up with me and explain to me along the way what sort of policies will benefit me. I am extremely thankful for this because if she had not follow up with me closely I wouldn’t know my past plans that I bought during my younger days were financially not wise. With her sincere advise and carefully thought through financial goals that she drafted for me, I have to say I can sleep better now as I know I can safely retire at the age I want and at the same time I get all the coverage I need. Your assurance and passion for the trade tells me I am in good hands. Thank you Alison once again!