Julia Chuang
My services for families
Pregnancy coverage for new mums
Congratulations on becoming a new mum! Pregnancy is a time to practice healthy eating, drink plenty of fluids, and get plenty of rest. Other than mentally preparing yourself for labor, it is quintessential to be aware of the most common pregnancy complications (such as gestational diabetes) and congenital illness for babies (such as jaundice).
Baby and children funds
One of the most common question I get asked as a family specialist for financial planning: How much should I save each month for my child? My answer would be to find a systematic and sustainable way to start saving for your children to see real and significant returns when they grow up!
Retirement
The only reason to have a retirement plan is to ensure you do not run out of money to spend for the years after you stop working. Retirement is more about the lifestyle you'd love to have in the last 30 years of your life. With proper planning, you can feel more assured about your ability to spend and live the way you want in your golden years. ✨
Wealth accumulation
One of my personal mission is to help people make money their servants. There's a saying that "Money is a great servant and a bad master." Savings and investments are proven methods to help anyone feel in control about their life. 💪
Protect your income
Income protection is simply an "atas" 😂 phrase to describe a sum of money that cushions you from the financial loss in the event you have to take a break or stop working due to accidents or illnesses- you can receive money to pay your bills.
Policy Review
In my 7 years of experience in this industry, it is more common than expected to be neglected by your financial agent 😞 . If you are an "orphaned client", that means it has been a long time since your agent kept in touch with you and you are uncertain if the the plans you are current paying are still suitable for your current/next stage of life.
