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Jared Steve

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.
 
Jared Steve
 
 
 
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WhatsApp me at +65 97599519  
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DISCLAIMER

This is not an official AIA newsletter. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.

© Jared Steve, All rights reserved.

Testimonials and Referral Notes

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Natasha Koh (Psychology Student, National University of Singapore)

Jared has always been genuine in his desire to help others! Thank you Jared for being someone who is dependable, and who I can trust with any questions or concerns I might have with my financial policies.

Hannah Yeo (Executive, Service Management, NKF)

Thank you Jared for always being ready to help and being concerned about people’s needs and wellbeing! I really appreciate your sincere heart in reaching out to others.

Ervin Tan En Ming (Freelancer, Video Producer)

Jared will always have your back in looking diligently at your portfolio and will share the best policies with you in mind, and will always consider you a friend first. I have my trust in this good man!

Matthew Lim Shi Yi (Architecture Student, National University of Singapore)

Jared always has his eyes peeled for any new opportunities or potential issues in my portfolio, and will keenly recommend the best for me. He's always got my back :)

Matthew Tan Chen Yi (Student, Nanyang Technological University)

I really respect Jared's transparency and objectivity when evaluating financials! He spent a good amount of time breaking down the wide variety of insurance policies with me! I know he has my best interests in mind!

Wong Wei Hao Timothy (Nursing Student, National University of Singapore)

Hi Jared, you are so approachable and understanding of all that you meet, including myself. You would constantly go the extra mile, whether it is making me comfortable or even being real with me. Thank you for your honesty and having my best interest at heart!