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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.

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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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.

 
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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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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!

Rachel Oh,. Accountant

Wendy has a very helpful, independent, and outgoing personality, she is always very responsive and able to advise and provide clear explanations on my queries. You can really tell how much effort she put into her work and always go the extra mile.

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. 👍🏻

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!

Alex Q,. Security Engineer

Wendy has always been on the ball about market changes and this is one attribute that I was looking for in a consultant. It ensured that my money is placed in trusted equities. She helped align my financial goals through different phases of life. More than just a consultant, she is a friend that takes my finances seriously, she doesn't hard sell and truly wants the best protection for you.

Anqi,. Customer Service Officer

Wendy was patient and helpful in explaining to me the financial planning process. She told me that it is important to plan ahead for the future by starting early, especially when we are healthy. I like that her explanations are clear and easy to understand. Hence, I have chosen her to be my financial consultant.