| 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. | | 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. | | Mother's Love for a Boy A Mother's love and upbringing can help change the destiny of a child. A story of Thomas Edison that you may not know about. | | Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB  | | 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 | | | | | | | | 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. | |  | | 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. | |  | | 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. | |  | | Alice,. Trade Finance I knew Wendy when she was just a little girl. I have the privilege to witness her growth into a mature and highly professional individual, both personally and in her career.
Wendy listens attentively to my needs and concerns before crafting personalized financial plans tailored to my circumstances. She has impressed me by sharing her knowledge of the financial markets, investment strategies and retirement planning which is totally different from other old-school financial consultants. Her combination of expertise, client-centric approach, and personal qualities make her an invaluable asset to anyone seeking financial guidance and planning.
I wholeheartedly recommend Wendy without any hesitation. | |  | | 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. | |  | | Yronne A,. Staff Nurse Wendy was introduced by my friend 4 years ago and I have entrusted her to be my financial planner since then.
She has assisted me with the types of financial plans that deem to benefit me best, concerning my age and health, for the present and future.
Wendy is friendly, positive, patient, and always carries a positive and always-ready attitude to deal with any concerns that I have. Add on, despite late hours. Importantly, she planned along with my budget yet ensured what I required was covered. Especially the basics.
One of her strongest qualities is her effort to do reviews with her clients every now and then, to improve on her services, and to keep our profiles up to date.
Choose. Her. 👍🏻 | |  | | Alan,. Finance VP I have met numerous insurance agents in my working life so far (including friends and referrals), and Wendy is one who stood out from the rest for me. She is professional and advises well, and not once did I feel she was pushy in selling any policies to me.
I first got to know her through a marketing call from her many years ago, and despite not purchasing any policy from her initially (as I was adequately insured at that time), she followed up with me over the years, understanding my needs at every point of the time and displayed utmost patience in updating me of any latest products that might be of interest to me.
One quality I appreciated about Wendy is how she's able to see through my lens and analyse my decision-making. That is why I knew I wanted to engage Wendy when I decided to increase my medical coverage and also make some financial planning (bought new policies from her in 2023 and 2024). Really appreciate her sincerity! | | | | |
