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Jerry Toh

In Touch

A Monthly Curated Newsletter

There's a man in Singapore, that every time he concludes a business deal, he would go buy a plant and plant it somewhere. It's a simple way of giving back. He was also able to disengage and be with himself while doing something meaningful, albeit how simple it was. In this issue are some more examples of such life's lesson that we can benefit from. All we need, is to just take some time, slow down and breathe in the fresh air.

Ultimate List of 50 Life Lessons You Must Learn

So much of life is wasted on worry, regret, pain, and heartache. Of course, some of this is inevitable and necessary. But I spent too many of my younger days sweating over things I didn't need to sweat about.

 
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5 Things That Aren’t Worth Going Into Debt For

In some cases, borrowing money helps build wealth. Most people need a mortgage to buy a home, for instance, and student loans allow many people get an education that leads to a career.

 
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3 Life Lessons from Funny Baby

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Jerry Toh
 
 
 
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Testimonials and Referral Notes

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Wilert Goh (Founder at WoodAndWalls)

"I came to know Jerry through my brother Andy about 3 years ago. I remember I was intending to get some plans for my workers and seeking business advice too. Not long after, my missus and I have a daughter going to be enrolled into Primary School soon, we were looking for a savings plan that could aid her future education. Therein lies the connection between Jerry and my family. And my business too :) Jerry is not the first adviser I knew and before knowing him, like many I've had unpleasant experiences not only with the advisers themselves but certain plans that did not turn out ideal for us. So before I met Jerry, my brother knew my expectations and he wasted no time in referring him. Now if there is an overachiever(Jerry hope you don't mind my using of the term! I meant well) in the Financial Advisor/Insurance line, this man is the personification of the aforementioned term. I place good emphasis on details when it comes to my line of work and I serve my own customers with vigour and passion so in a way, I hope I was accorded a similar service. Jerry patiently fed me so much information that I became gleefully overweight in my head. I totally welcomed that with joy. He explains the plans and dispenses advice not from a personal profitability POV but with my interests at heart. To cut the long story short, I was immensely impressed by his passion, his neverending thirst for knowledge and not least his love and care for his clients. I do not have many people I can readily turn to for advice on almost anything. Jerry is definitely in that list"

Francis Tan CEO & Co-Founder Garden Picks Food Manufacturing LLP

Jerry have been my go to Financial Advisor for both my business and personal insurance related matters for the last 9 years. Throughout this time, his knowledge and wisdom have helped me and my company build a secure safety net so I can focus on my business and family life with a peace of mind. His team efficiency and service is commendable and I would recommend him to anyone without hesitation. Keep up the good work!

Darryl Lim (SIM undergraduate and advisor to be)

Jerry has been my family’s trusted financial planner for many years. This all began when he aided my parents with their motor insurance. Unnecessary insurance costs were cut and it helped in the growth of my family business. Jerry, caring and knowledgeable, would always respond swiftly to the needs of my family. It is unfortunate that my family had to made a few claims over the years. However, with Jerry’s meticulous financial planning, all claims thus far were successful and it has greatly brought peace of mind to my family. Further, with proper financial planning that Jerry has provided, my parents will be able to retire with a comfortable sum of money for them to enjoy retirement to its fullest. These have showed me the works of comprehensive financial planning and how it aids in bringing peace to the affected individual and family members. Being a people’s person, this showed me how I materialize the empathy I have for others through this career.

Andy and Angel (Founders of Wheel Angel)

Jerry was introduced by our best friend who assured us that he's the bestest person in his industry. When we first knew Jerry we felt immediately at ease. We shared our concerns, financial backgrounds and our needs for insurance with him. He treats everyone like his closest friend and he shows compassion, knowledge and wisdom. Jerry is a typical example who goes beyond and above even though he is the boss himself and doesn't put on any airs with any clients, big or small. My wife and I place our complete trust and faith with him not just as an insurance agent but as a lifetime friend!

Royden Lim (Year 2 AIA FSC, Year 2 SUSS Undergraduate)

Maybe I should start by sharing how I met Jerry before I joined him as an FSC. Jerry has been with my family and our family business for as long as I can remember. He has literally seen me grow up through my various stages of life. But it took an unfortunate series of events that really led me to realise the importance of financial planning and insurance, and got me thinking about how to better manage my own. So who better to find than Jerry? And ever since then, things have gotten for the better. To have a mentor that actively makes time for his team is a difficult find - not to mention that Jerry himself is extremely busy. From weekly training sessions to suddenly having to meet someone the next day, Jerry has always put in his 110% effort in making sure that we are constantly learning. It doesn’t matter whether it’s 11 am or 11 pm, you can always contact him. Couldn’t ask for more!​

Hsiang Yao (A* Scientist) & Ying Ying (MOE Educator)

Jerry is the first person that comes to my mind whenever I need any financial advice. He has always been prompt and patient in answering all my queries, and I know that I can trust him because of his expertise. Jerry is someone who is passionate and dedicated in his work, and he truly cares for the people around him. Jerry always help others sincerely. It's my pleasure to have him as my friend and my financial consultant! from yy 第一次认识Jerry就能感受到他对你工作的认真与热情,而跟他多相处聊天之后不难发现他是真心去对待他身边的每一个人。Jerry充满了亲和力也非常乐于助人, 不管在任何时候我们都能得到他的协助。很感谢他这么用心帮我们做理财规划,也为我们提供了许多宝贵的意见! from HY