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Gary Giam

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.
 
Gary Giam
 
 
 
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DISCLAIMER

The opinions expressed in these articles are the author's own and is not a reflection of my personal and/or the company and/or my agency's opinions.

© Gary Giam, All rights reserved.

Testimonials and Referral Notes

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Yanni, Manager

Appreciate Gary for always open to share his financial knowledge as well as his knowledge on various policies available.

Johnathan, Airline Personnel (Admin)

Linked up with Gary after attending a company talk with the interest to find out more on existing coverage & any potential shortfall on my end. He is very informative, takes time to explain the policy and most importantly makes an effort to understand my lifestyle & needs. No hard selling or overselling, instead it is more of a personalised recommendation from his end which best suits me. Most importantly, he is not pushy & goes the extra mile to do a concise summary on what was shared during the meetup. Gary is definitely someone I would recommend to my friends if they are in need of any financial advice/services.

Louise, Tax Accountant

Gary is professional, upfront and a pleasure to work with, especially in situations whenever I have any questions in doubt or need to update a policy. He is also helpful, patience and responsive in times of an urgent request. He would share his knowledge on insurance and will actively source for a suitable insurance coverage that suit your needs. I would definitely recommend him to my friends and family who needs any financial advice/services.

Farahin, Laboratory Technician

I met Gary when Prudential had a seminar at my workplace. He is quick to arrange a zoom meetup with me after I state my interests in insurance policies with Prudential. Gary is very informative and patient when it come to explaining about certain terms in the policy. I appreciate the fact that he did not push or hard sell me in any way. He gave me time to decide and also recommended me policies that might suit my lifestyle better. I recently learned that he had some prior experience in the financial sector, so this also instilled some trust in me. Thank you Gary for your great service thus far!

Wai Yeen, Business Analyst (IT)

Gary is a Financial Consultant that I met who can provide a one stop solution on the financial/insurance products on life, investment-linked, saving, retirement and etc. He is trustworthy, knowledgeable, passionate on job, honest, care and helpful to the client. He help to review my existing policies and listen to my needs then advise which necessary policies that require further. Not only that, he also shared additional information that's non related to his products but it has benefit me. Great to meet him and I'll recommend him to my friend if they require a Financial Consultant.

Jay, Store Manager & Belinda, Teacher

Meeting Gary was definitely an awesome experience for us. Both me and my wife have understood the importance of having sufficient insurance in life and we continue to learn with Gary's guidance as time changes. Gary always prioritize our purpose and goals as the main objective for the different recommendation of plans. What Gary did was great and we are both very pleased to have been served by him.