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Lata Shamdasani

In Touch

A Monthly Curated Newsletter

As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well.

4 Things Mothers in Singapore Should Do to Plan for Their Finances

A 2015 survey showed that 75% of Singaporean mothers surveyed had not even thought about retirement, let alone started planning for it. If you’re spending all your energy running after the kids or making sure they pay attention during tuition, here four things you should not forget to do for your finances.

 
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Mums, pay attention to finances

Financial experts advise that it makes sense for mothers (and just about anyone) to pay attention to their financial affairs. According to the US-based National Centre for Women and Retirement Research, nine out of 10 women will eventually have to manage their finances on their own at some point, due to circumstances ranging from leaving the workforce to care for a family member, to becoming divorced or finding themselves widowed.

 
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Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance

 
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I seek to reach out to people who believe in creating a safe financial environment for 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.
 
Lata Shamdasani
 
 
 
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Testimonials and Referral Notes

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Sunita Venkataraman, Senior Vice President & Group Head, Research & Insights

Lata has been a friend and my wealth planner for about 8 years now. I really enjoy my sessions with her since she is really well read and stays updated on markets and the global economies. Her suggestions are never given lightly and she always provides options that we discuss and then decide. She is always available to me and her other clients, and if ever I need her urgently, she always finds the time to meet with me. She's one of the warmest, kindest people I know and is always thinking about what's best for her clients, even at personal cost to herself. I would recommend Lata's services to anyone without hesitation.

Desh Johl. Technical Support. LogicMonitor

Lata has been our financial advisor for the past few years and more importantly a good family friend. She is always willing to provide any assistance at any time of day and helps to clarify all the terms in a manner we can understand. Thanks for your support in helping us better understand our various Insurance policies.

Dharshini. Compliance Manager

Lata has been a warm, caring and helpful agent to me since 2014. When I needed to make a claim, she stepped in immediately to do the needful and got everything sorted quickly and efficiently. She takes the time to understand my needs before recommending any products to me. I believe that she truly cares for her clients. I would recommend lata without hesitation. Her services are great!

Dr Granville Ed D’Souza. Author/Leadership Speaker/ EQ & Resilience Facilitator & Coach. CEQ Asia P L

Lata has been one of the most sincere and authentic financial consultants I have met. Having purchased quite a number of policies in the past, I was put in a position to transfer my policy to be placed under her care. She diligently showed me how I could save on my policy, detect what I needed at this stage of my life with great clarity and consult me on what aspects can be replaced. Her knowledge about the company’s products is unmatched when I compare her with others I have dealt with in the past. Her kind, pleasant disposition and patience is a reason I feel she has scaled to where she is now. I have total clarity about my medical needs and wellbeing now and with her instant replies, I now know I am in good hands.

Alberto & Clares

Arranging for private medical insurance was a priority for me when I relocated to Singapore for my job. Although I, my wife and children have medical coverage thanks to my job, I was keen to ensure we had private coverage in place too. Lata was good at listening to our concerns and our wishes, and gave us clear, focused advice on what would best suit our needs and situation. She listens intently, has a quick and sharp mind and recommends a good fit in line with needs and concerns, rather than trying to push a product. We have since turned to her for guidance on other concerns too and are happy to recommend her.

Christel Gomes, Writer & Trainer

I've known Lata for a while now. Lata is warm, caring, and trustworthy. I generally dread working with financial planners but with Lata I feel at ease. I know that she has my best interests at heart, and I trust her advice. At this point, Lata is not only my financial planner, but she has become a good friend as well. Thanks for everything Lata!