Together We Can Go Further
By Planning Ahead
Raising kids can be mind-boggling, so, I’ve decided to create this platform to support you on your parenting adventure. Pick up some mum’s tricks, self-care tips and learn how to be financially-savvy right here!
You can do more in the future,
by starting on financial planning today.
Hi! I’m Jenelle Ong. I’m a daughter, wife, mother and financial consultant. I’m also a believer of planning ahead to protect myself and my family.
As a mum, I understand why we often neglect prioritising ourselves and our future. Juggling our kids, work and other commitments are often “in the way”. I hope to enable mums to gain clarity and turn their financial confusion into financial confidence, so their hopes can turn into a reality.
Articles
Although there are no instruction manuals to parent our kids, there are tried-and-tested knowledge to become a smarter, better parent.
I hope you find these articles helpful too!
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My boys are usually cool with some veggies, but for some reasons, some days are “I hate vegetables” days. They would
Exploring Hari Raya Traditions Through Your Child’s Eyes!
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Have you spotted the brilliant Hari Raya light up as you go pass Geylang Serai? Besides mouthwatering food and colourful baju
简单理解持久授权书(LPA), 预先护理计划 (ACP)及预先医疗指示(AMD)
Reading Time: < 1 minute
持久授权书(LPA),预先护理规划(ACP)和预先医疗指示(AMD)似乎是令人费解的流程。我们为什么应该考虑拥有它们,以及未来可能带来的影响是什么? 当您规划未来或与周围的人讨论时,这些缩写可能会出现,尤其是在您需要照顾年长父母的情况下。让我们了解为什么它们对您或您的亲人可能很重要。 持久授权书(LPA),预先护理规划(ACP)和预先医疗指示(AMD)的分别 新加坡持久授权书(LPA)指南 持久授权书(LPA)是一份法律文件,概述了指定的代表(“受托人”)在您(“捐赠人”)无法独自做出有关您个人福利和财务事务的决策时,受到信任的情况。 LPA 何时被启用? 当一个人精神不稳定、无法做出决定并被医学诊断为精神上无行为能力时,它就会被启用。 可以指定谁来代表我做决策? 您可以指定值得信赖的人可以代表您;最多两名受托人。 他能代表我管理什么? 与医疗保健相关的决定、您失去心智能力后的居住地、财务和财产事务。 LPA 表格 1 和表格 2 有什么区别?我应该使用哪一个? 申请 LPA
Testimonials
I am thankful for being able to listen to parents share their stories about their aspirations, fears, and everything in between, and I am heartened for the trust and positive words of affirmation throughout this journey.
I had a regular consultant, but he stopped following up for almost 3 years. I got married and my priority in life changed when my baby girl came along. I needed a consultant who can give me assurance and willing to walk things through with me. I decided to change consultant and my spouse recommended Jenelle.
The level of attention she pays was over the top and she makes me feel like a VIP walking into a luxury boutique. She’s never pushy and will be by your side when you need assistance. She takes her time to understand your needs and won’t chase you away just because you need more time. Jenelle has been extremely proactive, consistent with sending updates, sharing sessions and being responsive too.
She’s truly dependable and engaging her services gave me a great sense of assurance and confidence about my future finances for myself and my children.
“Through Charmaine's brother's recommendation, we got to know Jenelle. She’s very prompt in her replies and shows genuine concern. Not only does she recommend only suitable products for us, but also process the claims speedily. We do minimal work (e.g. provide the receipts and describe the case) while she handled the rest of the claim process smoothly.
You can place 101% trust in Jenelle as she places her clients interests first. I recalled there was a time where she made time to pop by my house at night to settle my newborn’s application for Hospitalisation and Surgical (H&S) insurance plan. That is despite that I only informed her in the same day, and she had to fly the next day!”
Jen is a very patient person; she will go the extra mile just to assist us by getting us covered with insurance upon our means and emphasing what to prioritise when buying insurance.
Getting us covered is one thing and she never fails to update us about policy-related information, be it insurance and government updates. Best part is that she will also assist and advise us what to do when incidents occur, from getting to the doctors till the end of claims.
She is a very good advisor and a versatile one too. It will be great to have her by your side.. thank you, Jen.
Jenelle is very knowledgeable on what she is doing as a financial planner. We like her recommendation and insights for a holistic planning for us as newly-weds and now parents. Our little family has been through difficult moments, Jenelle was there to help us feel more secure and financially stable with some adjustments.
What we like about her: 1. She is very concerned about our unique problems and focuses on finding specific solution, then adjusting it according to our needs.
2. Very friendly, reliable, and honest. To us, Jenelle is a friend that we can rely on for our family financial planning.
Ready to plan your family’s finances?
Many of my clients are mothers, just like myself. We are busy and many are overwhelmed by the details relating to insurance and financial planning. I understand how to make it simpler for you, and hope to listen, advise, and walk with through this journey.
Take charge of your family’s future today.
Request for a complimentary consultation
to find out how.
By submitting this form, you hereby agree and consent that Jenelle Ong, representing finexis advisory Pte Ltd may collect, use, disclose and process your personal information for the purpose of financial advisory services, in accordance to the Personal Data Protection Act 2012 and the finexis personal data privacy policy which can be found at www.finexis.com.sg.