View this email in your browser

Wendy Yeo

In Touch

A Monthly Curated Newsletter

Embrace the spirit of the holiday season in this month's issue, where cherished traditions meet thoughtful innovation. From smart savings and healthy feasts to meaningful gifts and cozy stays, our collection of articles offers a reflective journey through holiday warmth. Savour every moment with our handpicked tips and recipes, and let's celebrate the joy and generosity that define this wondrous time of year.

Charitable Christmas gift ideas in Singapore that help others

The article presents various charitable Christmas gift ideas in Singapore, focusing on donations and contributions that benefit non-profits and the less fortunate, encouraging empathy and giving.

 
read more
 

Top 10 Tips to Dine Healthily This Festive Season

This article provides ten tips on maintaining a balance between healthier eating and festive indulgence, guiding readers to stay in shape during the holiday season.

 
read more
 

What Would Santa Do? For Sure. | David Coleman | TEDxUCincinnati

 
view video
 
 
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
 
 
 
WhatsApp Me
-
unsubscribe
You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above.

© Wendy Yeo, All rights reserved.

Testimonials and Referral Notes

View the full list

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!

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.

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.

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!

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.

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.