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Marc Chong

In Touch

A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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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.
 
Marc Chong
 
 
 
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Testimonials and Referral Notes

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Alvin Ler, Sales Manager

Marc is genuine in making a connection apart from focusing solely on business. He ensures that our meetings are comfortable and he is not pushy with his recommendations upon understanding my perspectives. Marc ensures that he listens before making any recommendations, and acts strongly on our best interests.

Andy Tan, Real Estate Agent

Known Marc for many years since my schooling days. He is very humble and always treats others with respect. Now I trust him with my family's insurance and I am sure you will feel the same as well if he is your financial consultant.

Zack Khoo, Administrative Manager

Marc has been incredibly patient and helpful in managing my portfolio matters. Not only did he remind me to utilize my health checkup voucher, but he also ensured it didn't go to waste. Working with him has been a truly great and awesome experience.

Adrian Yeo, Sales Manager

I recently had the pleasure of working with Marc who truly understands the importance of building relationships with his clients. Unlike many agents who are pushy and only care about making a sale, Marc took the time to listen to my needs and answer my questions in a thoughtful and informative way. His approach was genuine and he never made me feel pressured to make a purchase. I appreciated his professionalism and would highly recommend him to anyone in need of his services

Husna, Operation Executive

Marc made the whole process of getting insurance so easy and stress-free. He took the time to explain everything and helped me find the best coverage for my needs. I would recommend Marc to anyone looking for a great insurance agent.

Derrick Yu, Chief Operation Officer

I highly recommend Marc as a financial adviser. He is knowledgeable, professional, and always available to answer any questions or concerns. He takes the time to understand my financial goals and develop customized plans that are tailored to meet my specific needs. He provides valuable insights that have helped me to make informed decisions about my financial future. I would not hesitate to recommend Marc to anyone looking for a reliable and trusted financial adviser."