Confucius, the Chinese philosopher, left us with these words to contemplate: The man who asks a question is a fool for a minute: the man who does not ask is a fool for life. As the year winds down, it is time to reflect on some popular and widely - accepted beliefs and misconceptions that we may hold that do not serve us in achieving our goals and desires. Today, we look at debunking some of these misconceptions to expand our thinking and explore new perspectives and horizons. | 6 Money Lies You Might Be Telling Yourself Whatever your financial situation, there are money lies you should stop telling yourself because they could hold you back from financial success, happiness and peace of mind. Here are 6 money lies you should stop telling yourself and how you can change your mindset. | The 10 Biggest Misconceptions About Life and Happiness That Are Holding You Back Not questioning the folly of our generally-accepted conceptions about life and happiness is an act of a fool. As such, today, let’s challenge and question the 10 biggest misconceptions that are holding you back from leaping forward into the life you wish to live and the person you aim to become. | The money talk that every couple needs to have | Your Money and Your Mind | Proudly Brought to You 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. | Jerry Toh | | | | unsubscribe | You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above. © Jerry Toh, All rights reserved. | | | Hong Yang (Year 6 AIA FSC) Ever since I joined Jerry back then in Oct 2017, he has always been a role model that I looked up to in all aspect. Other than being a leader and a father of 3 girls, he is in the Product Committee & ALMA. On top of all these, he is also a producer in AIA. Despite having to handle so many things, he never once turned down his mentees and FSCs that approached him for help. Instead of spoon-feeding his consultants with direct answer, he would guide the consultants by giving them “homework” to do then learn from it. With all the stuffs that he is currently taking on, I am really in awe with his time management, self discipline and mental strength. To me, Jerry defines “Extraordinary”.
“The difference between Ordinary & Extraordinary is that little extra.” | | | Danial Loke (Year 3 AIA FSC, Year 3 SUSS Undergraduate) Jerry is a leader that leads by example. Not only is he generous with the knowledge that he possesses, his team is his priority which is really assuring. When we need guidance during JFW, he never fails to be there. | | | 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" | | | 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. | | | Vicky Huang (Year 1 AIA FSC, Year 1 NUS undergraduate) I first met Jerry in 2019 when I was curious about the financial industry and is looking for a good opportunity to join. I have talked to a few planners before eventually deciding to join Jerry’s team. One of the main reasons is that he gave me a very clear and objective view of the industry and what to expect etc. and he was very genuine in his sharing. Now, moving forward, Jerry is my mentor and he has inspired me to be a more hardworking individual. He has provided me with guidance in my journey as a student financial planner and he is always there to listen, help and give feedback even though he is very busy. Looking forward to learn more from Jerry! | | | Yin Peng (Lazada, Vice President) I was introduced to Jerry by his wife 8 years ago. Back then, I was quite skeptical about financial advisor. However Jerry won me over with his professionalism, dedication and expertise.
Today, Jerry is my go-to person for all sorts of issues. He is a very warm and caring person. He had helped me solve / advise me on issues where I could not make up my mind or I have doubts on.
I am so glad that our path crossed and I am very grateful to have him as a friend! I would not hesitate to recommend him to my friends who are in need of financial advice! | | | | |