| Amidst rising costs, aging and retirement planning is becoming a growing concern for many. Yet, more than just ensuring financial readiness, one who is planning to retire also needs to be psychologically prepared for the shifts in lifestyle, routine and everything that comes along with it. In this issue, let's explore expert tips on staying healthy, mentally sharp and financially secure, so we can age gracefully in our golden years. | | Tips for Aging Well: 10 Habits for Physical and Mental Fitness BetterUp recommends ten habits for well-being in ageing, emphasizing exercise, health checks, sleep, positivity, and social connections. | | 4 Different Ways to Think of Retirement | Psychology Today Explore retirement as a goal, lifestyle, long-term process, and mindset influencing decision-making and life quality. | | The 4 phases of retirement | Dr. Riley Moynes | TEDxSurrey  | | 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. | |  | | 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! | |  | | 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. | |  | | Malcolm N,. Operations Executive Friendly and helpful. Focused discussion process catering to the needs of the client. | |  | | Ruth Y,. Media & Comms Exec Wendy is very affable as a person, and my experience with her has been a pleasant one.
She is responsive to my queries, thorough in her explanations and she has been very dependable throughout this journey, which is something I really appreciate. | |  | | Paulyn Y,. Clinic Assistant She has always been there!
I decided to go with Wendy as my FC because I fully trust that she can do her job well and ensuring me with all the info and protections I need.
So far my journey with her is smooth and whenever I have an enquiry, she never fails to get back to me.
I feel ensured that she is always there to help me and fill me in. | |  | | Bao Chuan,. Translator I first met Wendy online through Zoom because it was during the C19 times that she began managing my portfolio. She listens to her clients, not just for the financial planning process but also for your overall preferences (such as me being an introvert and preferring to do most things over text, except when we do our annual review)!
As I started my financial planning journey quite a while ago, Wendy helped me see the areas that were weaker at my current stage in life, such as planning for when I get older because, let's be real, our retirement ages are getting older too, and what worked for me 10 years ago may be a little bit lacking now.
Wendy is an easygoing and approachable person. She isn't pushy, but she shows me all the options available and lets me make the decisions myself. She makes our meet-ups convenient and is totally open to even meeting me at a pavilion near my house when my place isn't available. 😂
Wendy is a good consultant to have (even if it's just in your contacts!), especially for the ladies, because she knows what you need and you don't have to worry about your questions being silly as she answers complicated concepts in a way that you'll understand." | | | | |
