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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Hasinah,. Senior Engineer

When my previous financial consultant left the company, I linked up with my old schoolmate, Wendy, when I learnt that she is working as a Financial Consultant at Prudential. She is very helpful in transferring all of my family's existing insurance under her care so that I can have a single point of contact. She is also very knowledgeable and gave advice to tailor to the financial needs & insurance coverages for me and my family!

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.

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.

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!

Dr Leong,. General Practioner

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

Norman C,. Regular Officer

Wendy was really professional in the whole planning process, explaining the importance of financial planning, be it through investment or insurance. She was also patient in explaining how investment works and how she does her homework to be kept abreast of what is the economy and market like and make more informed decisions. Wendy is very friendly and approachable and what I think is most impressionable is that instead of hard selling, she takes the time to explain the different plans and recommends what is affordable and reasonable based on your financial abilities.