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Wendy Yeo

In Touch

A Monthly Curated Newsletter

The Bucket List - chances are that you may not have made one. It is an interesting journey that we can take together. It's also a lot easier taking a peep at some of the most inspiring bucket lists that we have put together to share with you. Let's start one and live it out!

7 life lessons from the movie The Bucket List

Imagine you were told you had 6–12 months left to live.

 
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Bucket list stories guaranteed to make you cry

When the people in these stories learned they or their loved ones didn't have much time left, they chose to spend their remaining time doing things that mattered to them. Some of them inspired millions of people in the process.

 
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The Two Questions - scene from The Bucket List movie

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Wendy Yeo
 
 
 
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Testimonials and Referral Notes

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Shan,. Interior Designer

I think patience is an important factor for a financial planner & I guess Wendy had that from the start. I was never one who could sit through an insurance conversation due to the numbers & heavy text reading. Yet, Wendy was willing to explain the complicated plans to me & illustrated them in graphics for me to better understand what works best for me. It took me a while to settle down at first, but hardworking Wendy was cool & patient with her follow-ups over the years. It’s been many years since I first knew her, she has always been the reliable one that I can trust to be there for me, so that’s why she’s the chosen one. Everything was made easy for me, Thank you, Wendy!!

XQ,. Customer Service

Was pretty skeptical about insurance at first but after talking to Wendy, I felt that having coverage is important. She is not a pushy agent that only wants sales but she looks at what’s my needs. Her product knowledge and her after-sales service is good 😊

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.

Rajat,. IT Analyst

I am thrilled to recommend Wendy as an exceptional insurance agent and financial consultant. From our very first meeting, Wendy demonstrated her deep understanding of my unique financial situation. She guided me through the complexities of insurance options and helped me create a comprehensive plan that aligns with my goals. Her expertise in navigating the intricacies of various policies allowed me to feel confident and informed in my decisions. One of the key aspects I truly appreciate about Wendy is her unwavering dedication to her clients. She took the time to listen to my concerns and answered all my questions patiently. Her clear communication and personalised approach made me feel valued and understood. Truly appreciate her integrity, professionalism, and commitment. I wholeheartedly recommend Wendy to anyone seeking a knowledgeable and trustworthy advisor.

Shao Feng,. IT Analyst

Wendy is a very nice person and she tries her best to help me get my coverage in place. As my previous applications was rejected by other companies and I was fighting against the tight schedule of the changing of CI definition, Wendy was patient and was there to follow through the whole process with me and constantly keep me updated about it. She is indeed someone who is dedicated to her job and serves her clients well! Thanks for the help! :)

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.