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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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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.

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."

Patrick Chong, Retiree

Marc在帮我理清财务和做出明智决定方面真的是太有帮助了。他非常专业,随时都能提供建议,并且真的关心我的财务目标。

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.

Tan Wei Lin, Engineer

I highly recommend Marc for his exceptional expertise and dedication in setting up my critical illness and financial plans. Marc's insightful guidance and thorough understanding of my needs ensured I got the best coverage tailored to my situation. His professionalism and genuine care made the entire process smooth and reassuring. I feel confident and secure knowing Marc is managing my insurance needs. Thank you, Marc, for your outstanding service!

Kacey Tan, Admin Executive

I highly recommend Marc as an outstanding financial agent. He has provided exceptional service, always taking the time to understand my needs and find the best solutions. Whether handling claims or answering questions, Marc is efficient, empathetic, and truly dedicated to his clients.