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Benjamin Koh Jia Hao

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.
 
Benjamin Koh Jia Hao
 
 
 
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WhatsApp me at +65 82005318   
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Testimonials and Referral Notes

View the full list

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.

Jordon (IT Engineer)

Benjamin is a very patient and knowledgeable consultant. He is able to relate and cater to my needs. Although my policies were not bought through him, he made efforts to meet and understand what transpired between me and my previous consultant's advice and advised accordingly. He made me feel like I'm talking to a friend unlike others!

Abel (Editor)

Despite having previously worked in the financial industry, as well as its advisory arm, I can confidently say that Ben is one of the best advisors I've ever had the honor of coming across. His aptitude is nothing short of excellent, but the area in which he really shines is his unique genuinity that is (though commonly sought to be replicated) often difficult to find. Ben has gone out of his way to advise and service me on numerous fronts, from suggesting and providing comprehensive coverage packages to helping research and even referring relevant professionals with regards to other financial matters that may fall outside your traditional advisor's purview. It seems to matter not what exactly you're looking for in an advisor; I'm pretty sure Ben has it all.

Rabiya (Pre-School Teacher)

I’ve been wanting to get an insurance plan for a very long time and contacted AIA for it. I got a very quick response from Benjamin and since I did not know anything about insurance nor savings much, he helped me by explaining it very patiently. Benjamin is very patient and explains the policies clearly based on your needs. He keeps me updated about everything and so far it has been fun working with him!

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.

Amy Chiu (Analyst)

I am so thankful for the connection with Benjamin through my daughter. Ben is an amazing insurance advisor with great character, sincere, friendly, very professional, great listener, patience and trustworthy. Rare to find in the insurance industry comparing to those young people I have met. Ben has been an excellent help to consolidate and review all my existing policies even though these were not purchased through him. That really helps to refresh my memories and give me an overall view of what I have. Ben is extremely prompt and efficient in assisting me with my insurance policies and any questions that I asked, and he always follow through. Thanks for his enthusiasm! Excellent customer service! What I really like about Ben, he doesn’t hard sell, he listens, and he advise according to customer’s needs and recommends only relevant products that is in the customer’s best interest. Without any hesitation, I took Ben’s advice on SRS investment. The process was easy and smooth. Ben is very professional and knowledgeable but most importantly very patience and kind, wonderful experience with Ben. He is always available to answer any questions and has wonderful personality. If you are looking for insurance advisor, look no further!