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Clara Phua

In Touch

A Monthly Curated Newsletter

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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19 Personal Finance Tips You Were Never Taught—but Need to Know

We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest.

 
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Financial Advice From KIDS

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Clara Phua
 
 
 
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Testimonials and Referral Notes

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Lim Seng Keat. Director. Globalfoundries Singapore.

Clara has been very professional in the past over 10 years in managing my family insurance and health care needs. She takes time to understand the details carefully and recommend the best option based on each scenario at every stage of our life. She is very responsive and attentive whenever we need her advice. We trust her to take care of these important things in our life. I would highly recommend Clara to anyone who needs some advice in Life & Health coverage.

Chan Sze Wing. Product Owner. Standard Chartered Bank.

I was referred to Clara by a good friend years ago & we have been supportive friend for each other since. We started off meeting her for a brief discussion about my existing financial plans. I must say that having a resourceful & knowledgeable friend to call on can really make a difference. I hope you can avail yourself to get to know her too. Highly recommended. Talk soon!

Janice Lee & Tan Chee Ming

Clara has been always there for us. Her efforts spent on detailed summary of our financial protection & investment portfolio had been very helpful. She’s always seeking to improve her knowledge & service. She takes time to understand our needs and patience in explaining the details.” – Janice Lee & Tan Chee Ming

Michelle Goh

Do make time to meet my most trusted planner, who always place my priorities first. Clara has been my mother’s planner since 2000. I am really thankful that my mother has given me a headstart in my financial plans. I meet Clara for a brief discussion about my financial plans once I was ready to take over my portfolio. I must say that having a resourceful & knowledgeable friend to call on can really make a difference. I hope you can avail yourself to get to know her too. Highly recommended. Talk soon!

Mr Nicolas Philippe Francois Pierret. Private Equity Business Consultant.

Claire was very helpful clarifying the many questions I had about insurance, both Life and Health. She is knowledgeable, friendly, a good communicator, and was very patient throughout the process and adapted to my own time table. She was attentive my needs and didn't push for things I didn't ask for. I highly recommend her.

Caryn Liew. Vice President. Call Centre. Prestigous Local Bank

I am happy to provide this testimonial for Clara, who is truly a great person with great character. She is very trustworthy and provides excellent service. She has made the process of dealing with insurance easy and painless. This is a process I normally dread but she made it easy. Clara took the time to analyze my family’s current insurance policies and was able to make some excellent recommendations. Clara always has our best interests in mind. I am so grateful for her thoroughness and time spent with me and my family to make sure we have the best plan for our needs for the past 12 years. I would recommend Clara to anyone without hesitation or reservation.