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Wendy Yeo

In Touch

A Monthly Curated Newsletter

Here's wishing you and yours a very fruitful 2020, and the best is yet to come! Another year, and what better way to start it with a collection of thoughts that might turn out to touch your life for the better? I hope you could find something useful and share along with those you care about too. Cheers for a blessed 2020!

Want To Be More Productive? Make These Six Decisions

To be more productive, we have to be more intentional. The more we take ownership of our decisions, the more we get out of them. With that in mind, here are six simple decisions we can make to become more productive in our life and work.

 
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12 Ways To Live A Purpose-Driven Life

Have you ever wandered away in your thoughts, thinking about the point of life and your role in this universe? The human existence is a complicated matter, and the answer to most existential questions have never been found. But, are we supposed to wait for others to reveal the purpose of life? Or should we try to define our own purpose and make sure we live in accordance with it?

 
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One HABIT That Will Change Your World - Bob Proctor

 
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I seek to reach out to people who believe in creating a safe financial environment for 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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Shao Feng,. IT Analyst

Wendy is a very nice person and she tries her best to help me get my coverage in place. As my previous applications was rejected by other companies and I was fighting against the tight schedule of the changing of CI definition, Wendy was patient and was there to follow through the whole process with me and constantly keep me updated about it. She is indeed someone who is dedicated to her job and serves her clients well! Thanks for the help! :)

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.

Samuel H,. Graphic Designer

Wendy is good at picking up points of interest throughout our conversation. This makes her succinctly place useful and important points across without having too much information going at hand. She helps to explain the policies clearly and at any moment when I needed more knowledge and understanding and she never fails to invest time to elucidate my enquiries. Keep up the awesome work!

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!

Isabel H,. Learning Support Educator

Having had other FCs approaching me with hard-sell tactics and reading some online horror stories has made me quite wary of the insurance world in general. After meeting Wendy, my views have changed. Wendy took the time to understand my financial commitments and goals, before recommending plans that were best suited for me. She was thoughtful and meticulous, and what made the planning process even more comfortable was that it felt like I was speaking to a friend that cares. I’m glad that I’ve decided to go with Wendy as my FC, and I would recommend her to anyone who is looking for an FC with a drive to make their clients’ lives better.

Winnie Y,. Senior Sales Executive

Wendy is very friendly, helpful and an understanding Financial Consultant. She listens patiently and would advise appropriate planning that will suit both your budget and needs. I would recommend her to family and friends who is looking for financial planning!