| In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together. | | 2024 Financial Goals: 5 Resolutions to Avoid Kay Dee Cole advises avoiding vague or overly ambitious financial resolutions for 2024, emphasizing realistic, value-aligned goal setting. | | 5 Reasons You Should Create Reflection Rituals At The End Of The Year Danielle Anson discusses the benefits of end-of-year reflection for personal growth, healing, and setting future intentions. | | The Habit That Could Improve Your Career | Paul Catchlove | TED | | Proudly Brought to You 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. | | Lata Shamdasani | | | | | | | | unsubscribe | You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above. © Lata Shamdasani, All rights reserved. | | | | 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! | | | | Marijohn Sampson There are many insurance and financial consultants out there. So generally speaking, buying an insurance policy these days is not a difficult task. However, I found that having an financial consultant that listens to me, that accurately identifies my needs, that understands me and provides me with the right vehicles to secure my future, is an extremely daunting task.
Fortunately, I found a planner that has all the above traits and is a very hard worker; Lata Shamdasani.
I have recently purchased insurance policies through Lata. She explained to me in detail, the different offers from different perspectives. Very honestly, Lata explained to me what was covered and -more importantly- what was not covered.
I know that Lata has put forth a lot of effort and time to compile a policy that suits my needs. I am
truly grateful for all the help and knowledge Lata has provided and I know that Lata will be a great
help to anyone who wants to secure their future. | | | | Neo Sio Cheng I came to know Lata only in May 2020. She took over my policies when my agent left. Lata has great customer service and always expeditiously replies my queries. Somehow, she knows I cannot wait for her replies and will immediately handle my queries even when she is about to go into a meeting in two minutes.
She will forward links to me and assist me in following up. I know I am not her only client but her urgency to respond to me is ridiculously fast.
I and glad Lata won the MDRT award and I believe there will be many more to come.
Cheers Lata and continue to feel the pulse of your clients!
| | | | Daphne Rodrigues A friend recommended Lata Shamdasani a couple of years ago, and I’m still glad she did. I’ve found Ms Shamdasani’s financial advice beneficial. She is not only well-informed and experienced but also friendly and caring. She checks in now and then and always makes herself available when you need to discuss a policy. I’d say Ms Shamdasani has all the essential qualities you‘d look for in a financial advisor. | | | | Alicia Ng I recently moved back to Singapore after 9 years and getting insured was a big priority. After dealing with various insurers and independent financial consultants, I was left frustrated and confused, until I met Lata. What struck me the most was her ability to truly listen to my needs, and her passion and determination in helping me find the right solutions. Lata has been professional, punctual, consistent, genuinely warm, caring and empathetic throughout our journey, and we have become friends along the way. She really knows her stuff and I am now happily insured, and feeling much more secure about my future. It is not an understatement to say that Lata has helped me sleep better at night and I highly recommend her and Prudential for all your financial needs. | | | | 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. | | | | |