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Wendy Yeo

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A Monthly Curated Newsletter

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.

 
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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.

 
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Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance

 
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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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Amber L,. Medical Social Worker

We spend so much time avoiding FCs that we may somehow miss good ones when they come by. It has always been a challenge for me to find a reliable financial consultant, and I know some of you feel the same way. If you are looking for someone who doesn't treat you like a stranger but respects you as a friend, Wendy is my recommendation. Wendy is approachable and she has a pleasant disposition. No matter how young or mature a client you are, she will treat you with respect and courtesy. Wendy goes the extra mile and offers help beyond expectation. I remembered how she could organize data and consolidate that info into more apparent notes for my easy reference. Wendy always comes prepared for the appointments and ensures that I can comprehend the information well. I am thankful for Wendy and grateful to have her as a friend and agent. I want to reiterate that I do not regret joining the #YESYEOCANFAM because I have a great experience thus far.

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!

Hasinah,. Senior Engineer

When my previous financial consultant left the company, I linked up with my old schoolmate, Wendy, when I learnt that she is working as a Financial Consultant at Prudential. She is very helpful in transferring all of my family's existing insurance under her care so that I can have a single point of contact. She is also very knowledgeable and gave advice to tailor to the financial needs & insurance coverages for me and my family!

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!

Bradley H,. Clinical Research Coordinator

Wendy has been there from day 1 of my personal financial planning process, and she is someone who has patiently guided me through all the different policies which are applicable, to find the ones best suited for my lifestyle. Wendy never pushed me to sign up for anything but simply provided me with the necessary information and knowledge to make my own decisions. Knowing that Wendy is overseeing my personal and financial well-being is a big relief as I know that she will keep me informed should there be any changes to my policies. Thank you, Wendy!

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!!