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Joshua Jimmy Tan

In Touch

A Monthly Curated Newsletter

As Lunar New Year celebrations unfold and we gather with friends and family, let us remember that prosperity is not just about wealth and abundance but also about the wisdom shared and traditions passed down through generations. Amid the laughter, meals, and festivities—and the inherent hope and symbolism they carry—be kind and mindful to yourself and others, ensuring that the deeper meaning of heritage, connection, and togetherness endures beyond the moment.

The Art of Red Packets: A Parent’s Guide to Financial Wisdom During Lunar New Year

This article highlights how parents can use the tradition of red packets to teach children financial literacy, focusing on saving, spending, and sharing wisely.

 
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5 Ways To Deal With Chinese New Year Leftovers

This article offers creative ways to repurpose Chinese New Year leftovers into new dishes. It suggests making bak kwa sandwiches, creating cookie crumbles for desserts, turning mandarin oranges into marmalade, converting pineapple tart fillings into jam, and using leftover meats and bones to make flavorful stocks.

 
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8 Ways to Spring Clean Your Finances This Year

 
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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.