Before Its Too Late...

Wendy Yeo

In Touch

A Monthly Curated Newsletter

In today's rapidly ageing society, advance care planning and long-term care planning are emerging as critical considerations for ensuring a comfortable and secure future. As we journey together through the intricate aspects of planning for what lies ahead, it's never too early to make such vital decisions. It's your future; plan it well.

Singapore multi-agency effort to make pre-planning for old age more accessible

The government is making it easier for people to plan for their old age by bringing together various agencies and services under one roof.

More in Singapore choosing to make advance care plans

The number of people making advance care plans has been rising steadily over the years, with more than 10,000 people doing so last year.

Have you had the conversation yet?

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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.
Wendy Yeo

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Testimonials and Referral Notes

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G,. Clerk

Wendy is an efficient financial consultant who explains the policies thoroughly, clearly, and most importantly patient while engaging me. I am assured that I am in safe hands with her as my Financial Consultant.

Yuen Thye,. Software Tester

Wendy was patient whenever we met up to explain what I have, even though she has done so on multiple occasions to make sure that I am aware of what policy I have. Other than that, she would also recommend products that she feels would benefit me a lot, and that is what the experience has been so far, which I feel is valuable as a customer to understand what else I am lacking in terms of protection and investments.

Roger C, .Management Trainee

I was referred to Wendy by my cousin who works her financial portfolio with Wendy too. During my first meet-up with Wendy last Aug/Sept, we spent more than 2 hours to find out what is my needs and she provided me the most suitable recommendation. I find Wendy is professional, helpful, and reliable to work with.

Malcolm N,. Operations Executive

Friendly and helpful. Focused discussion process catering to the needs of the client.

Dr Leong,. General Practioner

Wendy is professional, yet friendly and helpful. My wife and I are happy working with her in our financial planning.

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.