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Marc Chong

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.
 
Marc Chong
 
 
 
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Testimonials and Referral Notes

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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.

Png Kok Liang, Data Scientist

Marc is a good listerner and motivated in providing his professional service. He is prompt, knowledgeable, friendly, sincere and able to find best deal to match what I'm asking for.

Alice Tan, Administrative Executive

I have known Marc for more than 8 years. We have worked together for couple of years then we became friends outside of work on a casual level. Now he is also my financial consultant as I known him as a responsible, trustworhtly person who will alway think of his client best interest.

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.

Teo Seok Pang, HR manager

Marc made all the difference for me. From day one, he took the time to understand my needs and guided me with genuine care and expertise. I felt supported every step of the way, and his dedication made the process not just easy, but enjoyable. I couldn’t ask for a better advisor

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."