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Wendy Yeo

In Touch

A Monthly Curated Newsletter

In celebration of Children's Day, here is a friendly collection of articles brimming with insights! I hope these writings can guide us in embedding valuable skills, boosting financial literacy, and laying down a roadmap to raising resilient, balanced children. May we empower the upcoming generations, helping them blossom into well-rounded and holistic individuals. Let's cherish the joy of nurturing our future

The most mentally strong kids never do these 7 things

Knowing what mentally strong kids never do can help you identify the types of unhealthy behaviors that may stand in your child's way. Here are seven of them.

 
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Beyond the Piggy Bank: How Parents Teach Young Children About Money

The article delves into the methods parents utilize to impart financial literacy to their children, emphasizing the importance of early financial education and presenting perspectives from millennial and Gen X parents.

 
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The Single Most Important Parenting Strategy | Becky Kennedy | TED

 
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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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Paulyn Y,. Clinic Assistant

She has always been there! I decided to go with Wendy as my FC because I fully trust that she can do her job well and ensuring me with all the info and protections I need. So far my journey with her is smooth and whenever I have an enquiry, she never fails to get back to me. I feel ensured that she is always there to help me and fill me in.

Jodie K,. Grants Administrator

Wendy has been my financial consultant since 2017. She is dedicated to her work and is very reliable in her line. She constantly updates me on any changes in my policy and when I had times that I could make a claim but did not realize, she would also remind me. Wendy has never once pushed me to take up any policy that I didn't want to. She respects me and also my privacy. She's everything I could ask for in a Financial Consultant. So, thank you Wendy for always putting me and my interest first. :)

Anqi,. Customer Service Officer

Wendy was patient and helpful in explaining to me the financial planning process. She told me that it is important to plan ahead for the future by starting early, especially when we are healthy. I like that her explanations are clear and easy to understand. Hence, I have chosen her to be my financial consultant.

Amber L,. Medical Social Worker

We spend so much time avoiding FCs that we may somehow miss good ones when they come by. It has always been a challenge for me to find a reliable financial consultant, and I know some of you feel the same way. If you are looking for someone who doesn't treat you like a stranger but respects you as a friend, Wendy is my recommendation. Wendy is approachable and she has a pleasant disposition. No matter how young or mature a client you are, she will treat you with respect and courtesy. Wendy goes the extra mile and offers help beyond expectation. I remembered how she could organize data and consolidate that info into more apparent notes for my easy reference. Wendy always comes prepared for the appointments and ensures that I can comprehend the information well. I am thankful for Wendy and grateful to have her as a friend and agent. I want to reiterate that I do not regret joining the #YESYEOCANFAM because I have a great experience thus far.

Alice,. Trade Finance

I knew Wendy when she was just a little girl. I have the privilege to witness her growth into a mature and highly professional individual, both personally and in her career. Wendy listens attentively to my needs and concerns before crafting personalized financial plans tailored to my circumstances. She has impressed me by sharing her knowledge of the financial markets, investment strategies and retirement planning which is totally different from other old-school financial consultants. Her combination of expertise, client-centric approach, and personal qualities make her an invaluable asset to anyone seeking financial guidance and planning. I wholeheartedly recommend Wendy without any hesitation.

Ming Huang

Wendy was very patient in explaining to me the differences between policies. She emphasized on my concerns and priorities, rather than rushing through things just to close the deal. Most importantly, she put in the effort and take the initiative to remind me whenever there are updates and the action required.