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Eric Chan

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A Monthly Curated Newsletter

As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well.

4 Things Mothers in Singapore Should Do to Plan for Their Finances

A 2015 survey showed that 75% of Singaporean mothers surveyed had not even thought about retirement, let alone started planning for it. If you’re spending all your energy running after the kids or making sure they pay attention during tuition, here four things you should not forget to do for your finances.

 
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Mums, pay attention to finances

Financial experts advise that it makes sense for mothers (and just about anyone) to pay attention to their financial affairs. According to the US-based National Centre for Women and Retirement Research, nine out of 10 women will eventually have to manage their finances on their own at some point, due to circumstances ranging from leaving the workforce to care for a family member, to becoming divorced or finding themselves widowed.

 
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Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance

 
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I seek to reach out to people who believe in creating a safe financial environment for 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.
 
Eric Chan
 
 
 
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WhatsApp me at +65 81008521  
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Testimonials and Referral Notes

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Yuan Zhi. Founder of Mellow Clothings.

Hands down one of the best Insurance Agent in Singapore. Signed up for an investment plan with Eric and it was an excellent decision made. Very honest and transparent and explained to me everything well about the plan to make sure I know the logic behind it first before I signed the plan, not even pushy at all. Now he is my go to Financial Planner whenever I need advice about my finances and he will answer all my queries with patience. Now I live my life with more positivity. Very professional and never once late for an appointment. I highly recommend him to everyone. If I could give him 11/10 stars, I would!

Angeline Ho. Relationship Manager. DBS Bank

Met many FAs along the way but Eric is probably or to say, the most sincere person I’ve seen so far. Though I might be from a similar industry as him, he still chose to run through with me everything - understanding more about my financial standing first before recommending products that best fit my needs. Appreciate how he will note down even the minor details and gave me a summary of what we have discussed at the end of our appointment. Not forgetting that he will personally deliver care packages even though I haven’t purchase any products from him yet. Will definitely reach out to Eric should I wish to get any GE products:) Thank you for your dedication in your work :)

Claresta Lim. Fresh Graduate

I have known Eric since 2013, and my impression of him has always been a kind, approachable and an honest person. He once shared with me during one of our meet ups that the reason he chose to follow his mentor, was because they were customer-centric with the goal of always benefitting us, customers. This was proven when he does not hard sell his plans, letting me decide and go through by myself on whether I am willing to take the plan up. Eric was always ready and patient to re-explain to me the plan whenever I have queries, that he has already previously mentioned, to further clarify my confusion. This was also further proven when I shared with him that I was looking at plans that other companies had. (Not saying that his company does not offer what I needed, but more of my goals of what I have during my time of purchase/ consideration.) Eric willingly introduced his friends that are of the same industry to help me with my decision. He is selfless and has the willingness to help others. If you ever want to get anything from Eric’s company, he is the right person to approach. Do not worry about him not doing his work, because he is driven by his passion.

Andy & Maz

We have met Eric at Expo while my wife was pregnant due to give birth in 2 months. We were not sure about getting any insurance policy for the baby and ourselves. Eric has that knowledge and had convinced us with well explained policies that made us understand better on which policies we should obtained prior to our situation and financial status. Eric is a professional, very patient and a hardworking person who would go the extra mile for his clients. We were very thankful to have met him at the Expo! We would definitely recommend him as a trustworthy financial planner.

Mohd Hafiz. Senior Hairdresser. Salon by Jane Lee.

Eric has been my family’s go-to Financial Planner since early 2019. His financial planning process has always revolved around the “Chicken & Egg” concept and ensures that I get only what we need and what’s within our budget for my family. Interacting with Eric has always been an easy task without frills and hope to continue this friendship of ours for years to come!

Rachelle Tan. Freelance Film Production Crew.

I've met Eric when I was dazed and confused because I have no financial plans despite being working in the industry for two years. Eric is immensely patient and prudent, though not acquired with much knowledge on my career, he took his time and tried his best to understand what I do for living so he could recommend me the best plan that fits my lifestyle! He is also extremely approachable and genuine in helping me whenever I am in doubt. He would try multiple attempts to explain some of the slightly technical policies to make sure I understand totally before signing up (or not). I am guilty of ignoring his texts while I'm busy but he will still update me with relevant grants or updates on my existing policies. I believe Eric genuinely cares for his clients while at the same time uphold his ethical professionalism. (: