| As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well. | | 4 Things Mothers in Singapore Should Do to Plan for Their Finances A 2015 survey showed that 75% of Singaporean mothers surveyed had not even thought about retirement, let alone started planning for it. If you’re spending all your energy running after the kids or making sure they pay attention during tuition, here four things you should not forget to do for your finances. | | Mums, pay attention to finances Financial experts advise that it makes sense for mothers (and just about anyone) to pay attention to their financial affairs. According to the US-based National Centre for Women and Retirement Research, nine out of 10 women will eventually have to manage their finances on their own at some point, due to circumstances ranging from leaving the workforce to care for a family member, to becoming divorced or finding themselves widowed. | | Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance | | Proudly Brought to You 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 | | | | | | | | 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. | | | | 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! | | | | 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. | | | | 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! | | | | Jiayin,. Admin Executive I got to know Wendy through my spouse, and my first impression of her was friendly, bubbly, and yet she has the professional knowledge to be able to answer my questions relating to insurance and provide suitable recommendations.
Wendy managed to recommend some plans that are suitable for my current age group and personal plans. She is always there when I need help, which is a relief for me, as I have never submitted a claim before. Wendy is always quick to reply, even if she is overseas, she always tries her best to help.
So far, my claims have been approved fuss-free as Wendy was able to provide clear instructions on how to fill up the form. I would recommend Wendy as your lifelong financial consultant, you will be in good hands :) | | | | 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. | | | | Alice,. Trade Finance I knew Wendy when she was just a little girl. I have the privilege to witness her growth into a mature and highly professional individual, both personally and in her career.
Wendy listens attentively to my needs and concerns before crafting personalized financial plans tailored to my circumstances. She has impressed me by sharing her knowledge of the financial markets, investment strategies and retirement planning which is totally different from other old-school financial consultants. Her combination of expertise, client-centric approach, and personal qualities make her an invaluable asset to anyone seeking financial guidance and planning.
I wholeheartedly recommend Wendy without any hesitation. | | | | |