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Wendy Yeo

In Touch

A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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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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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.

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 😊

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. :)

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.

Jing Wen,. Senior Finance Executive

I have known Wendy for a long time and I have witnessed her dedication in providing suitable products to her customers as opposed to other financial advisers who sell with the aim of just earning the commission. As someone who values good service, I really appreciate Wendy’s patience in explaining the products that best fit my needs, taking into consideration my concerns and family’s history of health. This assured me in making my choice amongst the many products and agents in the market. I look forward to engaging her in my future needs!

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!