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Wendy Yeo

In Touch

A Monthly Curated Newsletter

What does it mean to lead a good life? The meaning of a good life, or life for that matter, is subjective. But there are some evergreen truths and wisdoms that we can all live by that help us gain the most out of life even through obstacles and challenges. In this issue, I have put together for you a series of insights, tips & advice by some of the best thinkers throughout history on how to live out a good life. I hope these resonate with you.

50 Very Short Rules for a Good Life From the Stoics

The best pieces of wisdom gathered from a body of work that spans 2,000 years.

 
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Living a Good (Financial) Life

Living a good financial life is like hiking. You have to understand where you are, figure out where you want to go, figure out how to get there, and understand ahead of time that there will be challenges and setbacks.

 
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Marcus Aurelius — How to Live A Good Life

 
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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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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.

Rajat,. IT Analyst

I am thrilled to recommend Wendy as an exceptional insurance agent and financial consultant. From our very first meeting, Wendy demonstrated her deep understanding of my unique financial situation. She guided me through the complexities of insurance options and helped me create a comprehensive plan that aligns with my goals. Her expertise in navigating the intricacies of various policies allowed me to feel confident and informed in my decisions. One of the key aspects I truly appreciate about Wendy is her unwavering dedication to her clients. She took the time to listen to my concerns and answered all my questions patiently. Her clear communication and personalised approach made me feel valued and understood. Truly appreciate her integrity, professionalism, and commitment. I wholeheartedly recommend Wendy to anyone seeking a knowledgeable and trustworthy advisor.

Shan,. Interior Designer

I think patience is an important factor for a financial planner & I guess Wendy had that from the start. I was never one who could sit through an insurance conversation due to the numbers & heavy text reading. Yet, Wendy was willing to explain the complicated plans to me & illustrated them in graphics for me to better understand what works best for me. It took me a while to settle down at first, but hardworking Wendy was cool & patient with her follow-ups over the years. It’s been many years since I first knew her, she has always been the reliable one that I can trust to be there for me, so that’s why she’s the chosen one. Everything was made easy for me, Thank you, Wendy!!

Joanne J,. Executive

Wendy has been able to provide insurance planning and advice for me. She is very knowledgeable in her profession and is a pleasure to work with as well. A great community booster, Wendy likes to stay in touch with what’s happening and usually gives updates. I am glad to call her a friend and would highly recommend her as a Financial Consultant.

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.

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! :)