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Benjamin Koh Jia Hao

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
 
Benjamin Koh Jia Hao
 
 
 
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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.

© Benjamin Koh Jia Hao, All rights reserved.

Testimonials and Referral Notes

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William (Engineer) & Jane (Engineer)

My wife & I initially engaged Ben’s service to help our youngest to be covered for a Personal Accident Plan. Despite being new in this line of work, his enthusiasm and pro-activeness propels him to look for answers whenever he faces an obstacle. One example that illustrates the point above would be during the explanation of recommendations, not only did Ben explained in detail what the Personal Accident policy entails and covers, he went above and beyond to resolve our long-term concern on an existing plan that we gotten for our two kids about 20 years ago (we just casually asked!). Honestly, we did not have any expectations that our questions will be answered as we had a few agents over the years to help investigate it; none was able to provide a satisfactory answer to our question. On the other hand, Ben was able to provide us with a clear picture of what transpired during the policy phase and how it became its present stage. He was very forthcoming of his opinions and honest with his advice. From that experience, we felt assured and allowed Ben to help with our kids Protection Planning as well as our own Retirement Planning. Despite being new in this industry, I would strongly urge you to hear Ben out and I can reassure you that the way he plans and structures his recommendations will be for you & your family’s best interest!

Adli (Consultant)

I’ve known Ben for 10 years, and all this time I’ve always been impressed with his ability to make something complex really easy to understand. His explanations of the various policies allow me to clearly understand what I have and what I am lacking in my coverage. His analysis is detailed and succinct, and his recommendations are always suited to my current and future financial situation. I thoroughly enjoy every session with him as not only does he not hard-sell, he carries himself professionally and with a pleasant smile throughout :) I would highly recommend him to everyone. Keep up the great work Ben!

Geraldine (Administrative Executive)

We were referred to Ben when my policies lapsed. He was really honest and detailed when explaining my current policies and the gaps in my portfolio. Ben also shared what would be be a better fit according to my current financial situation. He is extremely patient, sincere and answers our queries efficiently and professionally with empathy.

Jin Xing (Executive)

Ben has been servicing my hospital plan for more than a year so far and has been very patient in explaining to me the queries I had regarding the various plans that I am considering getting. It has been a pleasant 1 year engaging Ben to help me with my financial/insurance planning and would definitely recommend him to others who are also looking for suitable financial/insurance products.

Letitia (Content Writer)

Ben is a sincere and cheerful consultant who goes the extra mile to understand your financial needs and goals. He demonstrated professionalism and patience throughout our course of interaction and ensured that my doubts and questions are always addressed promptly. His thoughtfully crafted presentations were very helpful and provided me with a fresh perspective on financial planning. Apart from being good at what he does as a financial advisor, Ben is also a friend who's always willing to lend a listening ear. I highly recommend him if you're looking to get started on your financial planning journey.

Zi Xuan (Project Manager)

I met Ida and Ben as they were taking over my previous agent's portfolio. They are very friendly and showed full understanding of my portfolio. They were also able to share helpful recommendations that are applicable to me based on my budget. I enjoyed my sessions with them and would definitely recommend them to friends who need insurance/financial advice.