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Wendy Yeo

In Touch

A Monthly Curated Newsletter

As human beings, we are a culmination of our environment, decisions, behaviours and habits. It is worth giving thought to how we live our lives; taking a step back to reflect on some of our own less-than-ideal tendencies and ponder about how we can mitigate or improve upon them. Here are some resources that I hope can help us foster habits and patterns that can create an upward cycle for ourselves over time.

7 tips to get healthy habits to stick without getting stressed

Change for the better is a process. Like training for a marathon or learning a new language, improving your wellbeing has to be approached realistically and progressively to work. So sure, you won’t get results overnight, but over time small gains add up. The trick is sticking with it long enough that the new habits you want to incorporate into your day-to-day become automatic..

 
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9 Good Money Habits You Can Form

While you may have ambitious money goals, the key to reaching them is building a collection of smaller everyday habits. By taking baby steps that become second nature over time, you’ll hopefully be able to improve your financial situation. Here are some small habits you can develop today that may help your money grow.

 
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How to Be Happy – 7 Habits of Happy People

 
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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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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.

Dr Leong,. General Practioner

Wendy is professional, yet friendly and helpful. My wife and I are happy working with her in our financial planning.

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.

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 😊

Dasmond,. Student

She helps me by telling me the benefits and advantages of having insurance and financial planning. For example, some of the stuff that could be covered with insurance and I didn't know about it, she patiently explained it to me. She is friendly and reliable!

Malcolm N,. Operations Executive

Friendly and helpful. Focused discussion process catering to the needs of the client.