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Zhi Lin Leow

In Touch

A Monthly Curated Newsletter

We live in three distinct timeframes - the Past, the Present, and the Future. Many times, we tend to live and make decisions based on what gives us immediate gratification, and often to our detriment. Despite not knowing what tomorrow will bring, planning ahead removes uncertainty and provides clarity to our lives. In this issue, I have included articles that I hope will inspire you to take actions that your future self will thank you for.

Planning Ahead Is the Key to Living With More Spontaneity

Scheduling spontaneity doesn't lessen the joy of spontaneity; it enables it. You still have the freedom to do whatever strikes you in the moment - even more so because you know that's exactly what you intended to do.

 
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10 Reasons To Start Christmas Planning Early

With a bit of forethought, there's no reason it needs to be quite as nerve-wracking or frustrating as often the days leading up to the holidays are. So, in case you're not entirely convinced of the benefits that early preparedness brings, let's take a look at the 10 reasons to start Christmas planning early.

 
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What are the chances?

We can't predict the future, but we can plan for it. But why does this even matter? Meet some ordinary people thinking about these things.

 
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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.
 
Zhi Lin Leow
 
 
 
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DISCLAIMER

This is not an official AIA newsletter. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.

© Zhi Lin Leow, All rights reserved.

Testimonials and Referral Notes

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Junie

I knew Zhi Lin from work. While I don’t get to work very closely with her when we were colleagues, I can see that she is a very dedicated person and passionate about the work she does. This vibe/energy continues as she now moves on to this new career. She has been very patient to try to understand my current portfolio while working to see how she can help me build a better one! :)

Lynette

Zhi Lin has been a wonderful friend to me, and as she approached me to share with me about her career, I'm glad to be her customer. She has gone through with me thoroughly about my current status and my needs. She analyses carefully and takes my priorities and future into consideration. She recommends policies which I need, and that will help my family and me. She will also explain in detail whenever I require some clarity. I am glad that she's my agent!

Alex

We first met Zhi Lin back in 2019, before she has joined True North Financial. She was a very warm and cheerful individual and that did not change after all these years. Upon meeting, she shared about her work processes and True North’s Total Wealth Management. I am open to hearing from her and felt assured after. Although work delayed/ rescheduled our subsequent meetings, she has been very patient and thoughtful of my situation. Her dedication to the craft can be seen during each sharing. Meticulous reviews and considerations were brought up to assure holistic coverage based on my needs. I am sure Zhi Lin will continue to strive in the field and continue to support her clients to the best of her abilities!

Hiu Min

As friends for many years, I’m glad that Zhi Lin has been doing well at TrueNorth Financial. I am also thankful that she has been very thoughtful about my financial situation and reached out to me to offer insights and assistance in financial planning. Her presentation on wealth protection, accumulation and preservation was clear and informative. I truly appreciate her warm and understanding advice and insights, as well as her supportive words. I wish her all the best and hope that she will be able to help many people with her expertise and support.

Sam

I first met Zhi Lin when I was servicing her previous company years ago. She’s a very understanding and patient person. Working with her is a very pleasant experience. She’s very dedicated to her work and she put in a lot of effort to ensure everything is in good order!

Ben

I wanted to take a moment to express my gratitude to my close friend for recommending Zhi Lin to me. She has been an exceptional financial planner, and I am incredibly satisfied with her services. Her friendly demeanour and deep understanding of my financial needs have made a significant impact on my financial well-being. From our very first meeting, Zhi Lin displayed a genuine interest in understanding my goals, aspirations, and concerns. She took the time to listen attentively, asking insightful questions that helped her gain a comprehensive understanding of my financial situation. This personalized approach made me feel valued as a client and instilled a sense of trust from the start. One of the most impressive qualities about Zhi Lin is her ability to plan with a very cost-efficient approach which certainly helped me in making informed decisions of my existing policies. I highly recommend Zhi Lin to anyone seeking financial planning services!