Free Financial Health Review

Promise: Benefits of working with Claire

Dear reader, I specialize in helping successful working adults like yourself

to maximize their investments while optimizing their insurance premiums.

I’d like to present myself as a possible resource for you.

I want to help you to understand yourself, your finances

and how you can achieve your financial goals.

Are you short-changing yourself or doing the best for your financial future?

If you’re really lucky, you may have inherited assets from your parents.

Or you might be earning good income.

But here’s the problem. If you stop working, the income stops.

That’s the difference between a job and having a financial plan to help

you ensure that your dreams and responsibilities can be fulfilled even

if you’re no longer earning an income.

If you don’t save up regularly since your early 20s to 30s, it means

most likely, you have to save up more later on in your forties.

Will you be able to see though a regular savings and investment

program in your 40s when your obligations, responsibilities and

commitments increase?

Consider all the pieces together with inflation and the need to

grow your money.

It means you need to save up more money and take higher

risks in order to hit your retirement target.

i.e. you will have to take on more risks to generate a

potential higher return to grow your money to achieve your

retirement fund.

At that point, the only thing that will be up is your stress level

and blood pressure if you procrastinate further.

Facts and testimonials for Claire’s work

According to the July 2011 HSBC’s Future of Retirement report,

people who plan for retirement worry less about the future and

look forward to freedom and happiness in retirement.

People who don’t plan, worry about poor health and financial hardship in retirement.

And planners have nearly twice the retirement savings compared to non-planners.

Realize that this is the power of planning achieved by taking action EARLY.


Read what my clients say about my work:

“I’ve gained clarity & wisdom when Claire shines light on my finances.

Now I’ve a peace of mind knowing my loved ones and I are

protected financially via the structured program I’d implemented with her.”  ~ Mr T. P.

“Working with Claire has helped us understand our situation better

and this gives us hope that we can secure our finances and our future.” ~ Ms T.K.

“It’s comfortable to work with Claire and she tells you

as it is when it comes to my portfolio. ” ~ Ms A.Fong.

“Thank you for the knowledge and the great conversation.” ~Ms P.Kua

“Thank you so much for your sincere help and time!” ~ Ms D.Phua

Claire’s promotion

So from now to 15 Nov 2011, I’ll reward you with a small gift

if you meet me for a financial health review*.

The gift is a side benefit.

Most importantly, you’ll gain clarity and directions and have peace of mind

knowing that you and your loved ones are protected financially.

When it comes to your family, failure shouldn’t be an option.

My job is to get you from where you are now, to where you want to be.

And I don’t know if I can help you or not, but if you’ll bring all your pertinent data such as your policy documents to a coffee session at our mutual convenience, I’ll check for you. It’s at no cost to you.

There’s no sales pitch or special offer. Even if this doesn’t work out for you,

the time we spend together, in the interview, will enlighten you and

introduce concepts which will change the way you see your money and possibly even your life.

You simply take a look at the report I generate for you. If I think I can help you, I’ll tell you.

And if I don’t think I can help you, I will tell you that too. How does this sound?

Don’t wait. Reply to this email or call Claire at 8168 7459 to book an appointment with me.

And bring along ALL your pertinent policy documents for me to review.

Taking actions is the best you can do for yourself and those you love!

*Terms and Conditions: limited to only the first 20 respondents and you must go through a financial fact-find exercise with me.


I welcome your feedback! Did you like today’s message?

What other topics would you like to see covered in my e-mails?

Please let me know at: 

As always, please feel free to forward this email to a friend!


The above information is strictly for general information only and is not be construed as an offer or solicitation to deal in any fund, nor a recommendation to invest in any company mentioned herein.

The information contained in this blog is not intended to constitute individual investment advice and is not designed to meet your personal financial situation.

Consult your financial consultant before you make any decisions.


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s