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Wendy Yeo

In Touch

A Monthly Curated Newsletter

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

At 29 and married for just a month, she found out she had Stage 3.5 lymphoma and fought for her life

One month after her wedding, Kristen Juliet Soh discovered she had advanced lymphoma, a type of blood cancer that affects the body's lymphatic system. She opened up to CNA Women about how she fought for her life, overcame extraordinary trials with her husband, and went on to have two children.

 
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Financial Lessons From Mom That Built A Lasting Legacy

Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.

 
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Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB

 
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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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Malcolm N,. Operations Executive

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

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. :)

Jean G,. Student

Wendy is a very knowledgeable, reliable, and trustworthy financial consultant in her industry. She is pleasant to talk to all the time. Wendy also gave advice and suggestions to individuals based on our needs! :)

Rachel G,. Assistant Manager

Wendy isn't just a financial consultant, but a friend that you can definitely have beyond just business. Is like having a friend walking through this financial planning with you, giving you the right options that you can choose to suit your needs in your life. Apart from good financial knowledge, it is definitely the personal touch and great interpersonal skills that Wendy has made the whole experience more assuring and comfortable.

Akshobh G,. Director of Client Services

Wendy is a very affable kind and caring person. Even though I have left Singapore for work, she constantly stays in touch and keeps me updated. My favorite insurance agent!

Piyush,. Applications Consultant

I recently worked with Wendy and I cannot speak highly enough of her professionalism, expertise, and dedication to her clients. From the moment I first spoke with her, I felt like I was in good hands. She took the time to listen to my unique needs and concerns and provided me with a range of options that were customized to fit my specific situation. Throughout the entire process, Wendy was patient, responsive, and always willing to go the extra mile to ensure that I had all the information I needed to make informed decisions about my insurance coverage. She was always available to answer any questions I had and always followed up promptly on any requests or concerns I had. What impressed me most about Wendy was her commitment to delivering outstanding customer service. She truly went above and beyond to ensure that I was completely satisfied with my coverage and that I had peace of mind knowing that I was protected. She was able to provide me with coverage options that I didn't even know existed, which made me feel even more confident in my insurance protection. Overall, I highly recommend Wendy to anyone seeking a knowledgeable, trustworthy, and dedicated insurance agent who truly cares about her clients. Working with her was a truly positive experience, and I will continue to rely on her expertise for my future insurance needs.