| Confucius, the Chinese philosopher, left us with these words to contemplate: The man who asks a question is a fool for a minute: the man who does not ask is a fool for life. As the year winds down, it is time to reflect on some popular and widely - accepted beliefs and misconceptions that we may hold that do not serve us in achieving our goals and desires. Today, we look at debunking some of these misconceptions to expand our thinking and explore new perspectives and horizons. | | 6 Money Lies You Might Be Telling Yourself Whatever your financial situation, there are money lies you should stop telling yourself because they could hold you back from financial success, happiness and peace of mind. Here are 6 money lies you should stop telling yourself and how you can change your mindset. | | The 10 Biggest Misconceptions About Life and Happiness That Are Holding You Back Not questioning the folly of our generally-accepted conceptions about life and happiness is an act of a fool. As such, today, let’s challenge and question the 10 biggest misconceptions that are holding you back from leaping forward into the life you wish to live and the person you aim to become. | | The money talk that every couple needs to have | Your Money and Your Mind | | Proudly Brought to You 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 | | | | | | | | 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. | | | | 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. | | | | Alan,. Finance VP I have met numerous insurance agents in my working life so far (including friends and referrals), and Wendy is one who stood out from the rest for me. She is professional and advises well, and not once did I feel she was pushy in selling any policies to me.
I first got to know her through a marketing call from her many years ago, and despite not purchasing any policy from her initially (as I was adequately insured at that time), she followed up with me over the years, understanding my needs at every point of the time and displayed utmost patience in updating me of any latest products that might be of interest to me.
One quality I appreciated about Wendy is how she's able to see through my lens and analyse my decision-making. That is why I knew I wanted to engage Wendy when I decided to increase my medical coverage and also make some financial planning (bought new policies from her in 2023 and 2024). Really appreciate her sincerity! | | | | 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. | | | | Roger C, .Management Trainee I was referred to Wendy by my cousin who works her financial portfolio with Wendy too.
During my first meet-up with Wendy last Aug/Sept, we spent more than 2 hours to find out what is my needs and she provided me the most suitable recommendation.
I find Wendy is professional, helpful, and reliable to work with. | | | | Piyush,. Applications Consultant I recently worked with Wendy and I cannot speak highly enough of her professionalism, expertise, and dedication to her clients.
From the moment I first spoke with her, I felt like I was in good hands. She took the time to listen to my unique needs and concerns and provided me with a range of options that were customized to fit my specific situation.
Throughout the entire process, Wendy was patient, responsive, and always willing to go the extra mile to ensure that I had all the information I needed to make informed decisions about my insurance coverage. She was always available to answer any questions I had and always followed up promptly on any requests or concerns I had.
What impressed me most about Wendy was her commitment to delivering outstanding customer service. She truly went above and beyond to ensure that I was completely satisfied with my coverage and that I had peace of mind knowing that I was protected. She was able to provide me with coverage options that I didn't even know existed, which made me feel even more confident in my insurance protection.
Overall, I highly recommend Wendy to anyone seeking a knowledgeable, trustworthy, and dedicated insurance agent who truly cares about her clients. Working with her was a truly positive experience, and I will continue to rely on her expertise for my future insurance needs. | | | | Archille,. Automation Engineer I came to know Wendy through a family recommendation. When we met to discuss more on the policies, she did not immediately go straight to talk about what she has to offer, instead, I was impressed by how she was more keen to want to understand me first in terms of my current financial situation and my future plans ahead.
With that better understanding in mind, Wendy recommended options that would best benefit me the most and would still suit my financial capacity. Through our conversation, I could tell Wendy is very experienced in her field and I enjoyed how she was candid about sharing her personal experiences and knowledge on finance which I also learnt a lot from.
Overall, I could see why my family member strongly recommended me to her and I'm glad to have chosen Wendy to guide me in my lifelong financial journey. Thank you, Wendy! | | | | |