In Honour of Moms

Joshua Jimmy Tan

In Touch

A Monthly Curated Newsletter

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

At 29 and married for just a month, she found out she had Stage 3.5 lymphoma and fought for her life

One month after her wedding, Kristen Juliet Soh discovered she had advanced lymphoma, a type of blood cancer that affects the body's lymphatic system. She opened up to CNA Women about how she fought for her life, overcame extraordinary trials with her husband, and went on to have two children.

Financial Lessons From Mom That Built A Lasting Legacy

Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.

Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB

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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.
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.