| There's a man in Singapore, that every time he concludes a business deal, he would go buy a plant and plant it somewhere. It's a simple way of giving back. He was also able to disengage and be with himself while doing something meaningful, albeit how simple it was. In this issue are some more examples of such life's lesson that we can benefit from. All we need, is to just take some time, slow down and breathe in the fresh air. | | Ultimate List of 50 Life Lessons You Must Learn So much of life is wasted on worry, regret, pain, and heartache. Of course, some of this is inevitable and necessary. But I spent too many of my younger days sweating over things I didn't need to sweat about. | | 5 Things That Aren’t Worth Going Into Debt For In some cases, borrowing money helps build wealth. Most people need a mortgage to buy a home, for instance, and student loans allow many people get an education that leads to a career. | | 3 Life Lessons from Funny Baby  | | Proudly Brought to You I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends | | 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. | |  | | 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. | |  | | 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! | |  | | Bao Chuan,. Translator I first met Wendy online through Zoom because it was during the C19 times that she began managing my portfolio. She listens to her clients, not just for the financial planning process but also for your overall preferences (such as me being an introvert and preferring to do most things over text, except when we do our annual review)!
As I started my financial planning journey quite a while ago, Wendy helped me see the areas that were weaker at my current stage in life, such as planning for when I get older because, let's be real, our retirement ages are getting older too, and what worked for me 10 years ago may be a little bit lacking now.
Wendy is an easygoing and approachable person. She isn't pushy, but she shows me all the options available and lets me make the decisions myself. She makes our meet-ups convenient and is totally open to even meeting me at a pavilion near my house when my place isn't available. 😂
Wendy is a good consultant to have (even if it's just in your contacts!), especially for the ladies, because she knows what you need and you don't have to worry about your questions being silly as she answers complicated concepts in a way that you'll understand." | |  | | 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! | |  | | 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. 👍🏻 | |  | | Yuen Thye,. Software Tester Wendy was patient whenever we met up to explain what I have, even though she has done so on multiple occasions to make sure that I am aware of what policy I have.
Other than that, she would also recommend products that she feels would benefit me a lot, and that is what the experience has been so far, which I feel is valuable as a customer to understand what else I am lacking in terms of protection and investments. | | | | |
