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Nadia Wijatno

In Touch

A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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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.
 
Nadia Wijatno
 
 
 
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Testimonials and Referral Notes

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Yenni Wahono

Nadia’s wealth of knowledge in the industry is only second to her strength in making personal connections to her clients. She always takes the time to understand my challenges and offers a tailored solution. She has been an irreplaceable support to me for close to a decade, guiding and helping me through my moves to different countries over the years.

Dora

It’s been a blessing for me to know Nadia. I was introduced to her by my good friend, Yenni and soon after we all become good friends. As a friend, Nadia is someone who always ready to support and motivate you, someone I run to when I need an advice. She always has a positive and calming vibes. I trust Nadia with my future and financial planning because I can feel that she genuinely care about her clients, she listens to them, understand clients need, and guide them all the way. She is someone you can rely on in time of needs. Nadia helped me understand the importance of future planning, and guide me all the way through this difficult Covid-19 period, and without ever being pushy. She is definitely the best advisor/friend you’ll ever meet. Thank you Nad for being the best financial advisor and a damn good friend :)

Logan

Nadia is a great Financial Consultant. Her financial knowledge and determination is just impeccable. Always recommends the right policies for her clients and the follow ups is amazing as well. Always a pleasure working with Nadia.

Vivian

She is the best by far compares to many! As she is always there to answer to any of my questions 24/7 and with professionalism! Friendly and patience. Never failed to hand deliver our birthday cakes, which warms us! Proud of her achievements and she owes it, indeed! Keep up your good work, Nadia!

Rowena dela Puerta

Nadia is a very excellent person. She always put my interest above her own. She always go the extra mile to meet up with me. She is very patient and always take time to explain in detail about my policies. She spent time with my personal financial situation, showed me the options and explained the weaknesses in my then current life policies she helped review my policies and give suggestions on how to meet a better outcome and return. She is a lovely woman who you can easily trust with.

Jancy

Nadia is a very dedicated Insurance Agent, very professional on handling her clients. She has been very helpful to us in all ways she can. A very hardworking & inspiring woman. All the best to her for her future endeavours.