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Benjamin Koh Jia Hao

In Touch

A Monthly Curated Newsletter

In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together.

2024 Financial Goals: 5 Resolutions to Avoid

Kay Dee Cole advises avoiding vague or overly ambitious financial resolutions for 2024, emphasizing realistic, value-aligned goal setting.

 
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5 Reasons You Should Create Reflection Rituals At The End Of The Year

Danielle Anson discusses the benefits of end-of-year reflection for personal growth, healing, and setting future intentions.

 
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The Habit That Could Improve Your Career | Paul Catchlove | TED

 
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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.
 
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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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.

You Liang (Software Engineer)

Ben is a very helpful and patient financial advisor. To begin with, the entire session is extremely insightful; It was full of reflection of one's own future financial planning. Ben did a great job in raising awareness and sharing of knowledge in terms of insurance, protection & financial planning for me. While at the same time acknowledging the suitability of different financial strategy for each individual. Overall, it is a stress-free & valuable session to all. No regrets.

Naomi (Piano Teacher)

I've known Ben for about 6 years and we're good friends. Before advising me on my uptake of policy, he made sure to discuss with me my financial situation and proposed a policy that is suitable based on my current situation and budget. Also, he made it a point to explain the importance & differences of the plans with me. The details and information he has provided has really been insightful & helpful towards my financial planning. I'm very satisfied with the sessions I've had with Ben so far.

Jin Xing (Executive)

Ben approached me on several occasions and went through with me about my current coverage and what could be improved on. After listening, I realized that I might need additional hospital coverage as I do not have any rider in place due to the plan being passed down by my parents. Upon looking up the recommendation plan proposed, I found that it satisfy my needs better and hence decided to take it up. Ben has been very patient and gave me time to think it through. Would definitely recommend to my friends!

Roy Lance (Engineer)

Ben and I have been friends for more than 10 years. When he told me he wanted to pursue a career in financial consulting, I knew that I can trust him with my financial future. He was meticulous and detailed about the policies - which I felt was necessary for my financial stability & understanding. At the same time, he patiently updates the portfolio summary every time to depict a clear picture of the pros & cons of each individual policies. Ben was determined in ensuring that I am familiar with the policies before moving on. I would highly recommend Ben as your financial advisor should you be looking for one! To Ben, keep up the good work buddy (son)!

Irene (Executive)

Ben is very helpful with my queries and responds to them promptly! He is eager to help & clear any confusions that I have. I also liked that he checks in regularly with me to ensure my financial needs are met or they have been updated; which are good qualities of someone to work with! Updates: I pro-actively approached Ben to be my financial advisor.