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Joshua Jimmy Tan

In Touch

A Monthly Curated Newsletter

As we embrace 2024, discover essential insights for a prosperous journey ahead. Explore key financial strategies and economic trends aligning with the Dragon Year's promise of prosperity. Immerse in the cultural vibrancy of the Lunar New Year celebrations. I hope this issue with its blend of wisdom and practical advice equips you to navigate the opportunities and challenges ahead with confidence. Together, let's ride the Dragon!

Chinese New Year 2024 - 10 Best Reunion Dinner & Delicious Takeaways!

Elevate your Chinese New Year celebrations in 2024 with the 10 best reunion dinner options in Singapore

 
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Eight Money Resolutions to Consider for a Financially Secure 2024

The article outlines eight financial resolutions for 2024, focusing on evaluating personal finances, practicing the ‘3Ms’ (Measure, Monitor, Manage), starting an emergency fund, budgeting, investing in oneself, paying off high-interest debts, diversifying investments, and establishing a regular savings plan.

 
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The World Ahead 2024: five stories to watch out for

 
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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.
 
Joshua Jimmy Tan
 
 
 
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Testimonials and Referral Notes

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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.

Dean Yap, Founder And Developer, World Lesson

I would like to introduce you to Joshua. I've known Joshua for the past 5 years. He's been a great help and resource to our family's financial planning. A trusted friend indeed. Do get to know him. Would be great to give him an hour of your time to have a good mind to tap on should you need an opinion.

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.