Finding The Silver Lining

Wendy Yeo

In Touch

A Monthly Curated Newsletter

As the world enters a recession, the upcoming year can pose a challenge for many due to increasing economic uncertainty, and the natural fears surrounding it. In this issue, we look at some trends and possible actions that can help us become more emotionally and financially resilient to not just ride out the challenges, but rise above them. I hope this gives us hope.

How to Be Happy in a Recession

Recession begets misery, which makes for more economic bad times. You naturally make the pattern worse by following your loss-aversion instincts. Although you probably can’t break the global economy out of this feedback loop, you can break yourself out of it. Start with the following three practices.

Here are 8 ways to bulletproof your finances ahead of a likely recession in 2023

5 personal finance experts here give tips on how to protect your finances. Their recommendations include building up an emergency fund, trimming your regular spending and up-skilling

How to Stay Optimistic During Hard Times

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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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Bradley H,. Clinical Research Coordinator

Wendy has been there from day 1 of my personal financial planning process, and she is someone who has patiently guided me through all the different policies which are applicable, to find the ones best suited for my lifestyle. Wendy never pushed me to sign up for anything but simply provided me with the necessary information and knowledge to make my own decisions. Knowing that Wendy is overseeing my personal and financial well-being is a big relief as I know that she will keep me informed should there be any changes to my policies. Thank you, Wendy!

Rachel Oh,. Accountant

Wendy has a very helpful, independent, and outgoing personality, she is always very responsive and able to advise and provide clear explanations on my queries. You can really tell how much effort she put into her work and always go the extra mile.

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.

Qun Rong,. Self-Employed

Wendy made sure I knew what I was buying, and what was needed for me to get. Took her time to explain thoroughly all the insurance as I was unsure what I needed. Very accommodating towards my timing as I am only free at late night. Can feel her sincerity.

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.

Ruth Y,. Media & Comms Exec

Wendy is very affable as a person, and my experience with her has been a pleasant one. She is responsive to my queries, thorough in her explanations and she has been very dependable throughout this journey, which is something I really appreciate.