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Joshua Jimmy Tan

In Touch

A Monthly Curated Newsletter

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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19 Personal Finance Tips You Were Never Taught—but Need to Know

We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest.

 
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Financial Advice From KIDS

 
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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
 
Joshua Jimmy Tan
 
 
 
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Testimonials and Referral Notes

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Serene Seah, MDRT. Associate Director of Sales. Manulife Financial Advisers

A mentor is someone who sees more talent and ability within you, than you see in yourself, and helps bring it out of you. *Bob Proctor* That is what Joshua Jimmy was to me. I attended Joshua Jimmy’s sharing session in 2021 with apprehension and uncertainty. I did not know what to expect out of each training session and was skeptical initially. Not only did Joshua tear down these walls of doubts, he instilled hope inside me that I often miss and needed most. Through his casual yet informative sharing, we gained new-found knowledge, perspectives, skills and had fun in learning. He was always open and welcoming of new ideas, discussion topics and challenges we tossed to the table. His vast and in-depth knowledge of the subject matters made me thirst for more information and insights as I realised there was so much more to learn and gain. He is warm, friendly, unassuming, patient and generous – all these vital and helpful traits found in a great teacher. Thank you Joshua for being a part of my learning journey and please continue to do so, my friend.

Dean Yap, Founder And Developer, World Lesson

Joshua, I want to say, Thank you, for your invaluable advise, patience and empathy, on top of your professional knowledge, in helping us understand our financial situation, goals and planning. Your keen listening ear across 3 sessions made us feel you truly understand our dilemmas and constraints, therefore, priorities. We entrust in you, our entire family's financial planning. I will gladly recommend you to any family who has new evolving needs on financial planning due to children, or aged parents.

Hendra Widjaja, Director, Pt Indatex

Joshua has been serving me for the past 21 yrs. it's worth to have a chat with him on Financial Planning.

Joshua Jimmy Tan

Thank you for your kind meeting with me through Filia and placing business with me. Also thank you for your kind referral. Will see them next month in Jakarta.

Eddy & Lydia Hartono, Owner Of Hammer And Nail Apparels

Joshua has been our Financial Planner since 2004. He is an Trusted Adviser and recently he has did a very comprehensive plan for me on my Daugther. She is now comprehensively covered and my gift to her can last to next generation.

Hendy, Ceo Trijaya Group

Joshua is my Insurance Consultant and I believe you can greatly gather good knowledge from him on how to plan for your insurance. He will be contacting you soon. Please spend sometime with him.