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Wendy Yeo

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
Proudly Brought to You
 
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.
 
Wendy Yeo
 
 
 
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WhatsApp me at +65 91125121   
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Testimonials and Referral Notes

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Wendy L,. Shipping Clerk

Wendy is like a friendly sister to me. Apart from handling my insurance, Wendy also shows her care for my personal issue such as career growth. Would definitely recommend her to friends and family who need her professional advice.

Winnie Y,. Senior Sales Executive

Wendy is very friendly, helpful and an understanding Financial Consultant. She listens patiently and would advise appropriate planning that will suit both your budget and needs. I would recommend her to family and friends who is looking for financial planning!

Melissa L,. Social Service Assistant

Throughout the process of planning, Wendy was very patient to explain to me the terms and policies. She would do her best to help me in getting the best out of my policies & that is with much thinking and planning she did before meeting me. She is available and there whenever I need help with my policies and would make the effort to come to my area to meet me when I was unable to go far. She is understanding and is always on the lookout for policies that might be suitable for me and also allowing me to have sufficient time to process. The decision to choose her was because I trust her, she is responsible for what she does & always does her best.

Crystal,. Cabin Crew

Wendy is a friendly, kind and professional financial consultant. She will be more than happy to guide and help me understand my financial planning. I don’t feel pressure to ask questions and she will let me take my time to make decisions.

Dasmond,. Student

She helps me by telling me the benefits and advantages of having insurance and financial planning. For example, some of the stuff that could be covered with insurance and I didn't know about it, she patiently explained it to me. She is friendly and reliable!

Alan,. Finance VP

I have met numerous insurance agents in my working life so far (including friends and referrals), and Wendy is one who stood out from the rest for me. She is professional and advises well, and not once did I feel she was pushy in selling any policies to me. I first got to know her through a marketing call from her many years ago, and despite not purchasing any policy from her initially (as I was adequately insured at that time), she followed up with me over the years, understanding my needs at every point of the time and displayed utmost patience in updating me of any latest products that might be of interest to me. One quality I appreciated about Wendy is how she's able to see through my lens and analyse my decision-making. That is why I knew I wanted to engage Wendy when I decided to increase my medical coverage and also make some financial planning (bought new policies from her in 2023 and 2024). Really appreciate her sincerity!