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 Arenβt 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. | | | 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. π
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." | | | 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. ππ» | | | 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. | | | 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. | | | 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. :) | | | Malcolm N,. Operations Executive Friendly and helpful. Focused discussion process catering to the needs of the client. | | | | |