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Wendy Yeo

In Touch

A Monthly Curated Newsletter

As families navigate the challenges of exam season, it's important to foster resilience, support growth, and nurture well-being. These insights explore how to create a balanced, supportive environment for children, helping them thrive academically, emotionally, and financially.

Empowering Parents: Supporting Your Child Through Exam Season

The article offers tips for parents on how to emotionally and practically support their children during exam periods, focusing on communication, stress management, and positive reinforcement.

 
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How to Make and Keep a Family Budget

This guide provides practical steps for creating and maintaining a family budget, highlighting the importance of tracking expenses, setting goals, and sticking to a budget for long-term financial stability.

 
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Financial Literacy & The Social Media Generation

 
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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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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.

Archille,. Automation Engineer

I came to know Wendy through a family recommendation. When we met to discuss more on the policies, she did not immediately go straight to talk about what she has to offer, instead, I was impressed by how she was more keen to want to understand me first in terms of my current financial situation and my future plans ahead. With that better understanding in mind, Wendy recommended options that would best benefit me the most and would still suit my financial capacity. Through our conversation, I could tell Wendy is very experienced in her field and I enjoyed how she was candid about sharing her personal experiences and knowledge on finance which I also learnt a lot from. Overall, I could see why my family member strongly recommended me to her and I'm glad to have chosen Wendy to guide me in my lifelong financial journey. Thank you, Wendy!

Alex Q,. Security Engineer

Wendy has always been on the ball about market changes and this is one attribute that I was looking for in a consultant. It ensured that my money is placed in trusted equities. She helped align my financial goals through different phases of life. More than just a consultant, she is a friend that takes my finances seriously, she doesn't hard sell and truly wants the best protection for you.

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.

Joanne J,. Executive

Wendy has been able to provide insurance planning and advice for me. She is very knowledgeable in her profession and is a pleasure to work with as well. A great community booster, Wendy likes to stay in touch with what’s happening and usually gives updates. I am glad to call her a friend and would highly recommend her as a Financial Consultant.

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 😊