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Wendy Yeo

In Touch

A Monthly Curated Newsletter

As our personal lives get increasingly intertwined with our work in this season, it becomes more important than ever to find ways to devote our energies to become more effective & productive as individuals. Here, I'd love to share with you on some resources and powerful ideas on how we can not only become more productive, but also make our work & daily life more meaningful in the process.

A Quick Summary of The 7 Habits of Highly Effective People

Covey’s seven habits are composed of the primary principles of character upon which happiness and success are based. 'The 7 Habits of Highly Effective People' puts forward a principle-centered approach to both personal and interpersonal effectiveness. Rather than focusing on altering the outward manifestations of your behavior and attitudes, it aims to adapt your inner core, character, and motives.

 
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How To Find Your Ikigai And Transform Your Outlook On Life And Business

Ikigai is, above all else, a lifestyle that strives to balance the spiritual with the practical. This balance is found at the intersection where your passions and talents converge with the things that the world needs and is willing to pay for.

 
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The 7 Habits of Highly Effective People by Stephen Covey - Animated Book Summary

 
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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
 
 
 
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Testimonials and Referral Notes

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XQ,. Customer Service

Was pretty skeptical about insurance at first but after talking to Wendy, I felt that having coverage is important. She is not a pushy agent that only wants sales but she looks at what’s my needs. Her product knowledge and her after-sales service is good 😊

Rajat,. IT Analyst

I am thrilled to recommend Wendy as an exceptional insurance agent and financial consultant. From our very first meeting, Wendy demonstrated her deep understanding of my unique financial situation. She guided me through the complexities of insurance options and helped me create a comprehensive plan that aligns with my goals. Her expertise in navigating the intricacies of various policies allowed me to feel confident and informed in my decisions. One of the key aspects I truly appreciate about Wendy is her unwavering dedication to her clients. She took the time to listen to my concerns and answered all my questions patiently. Her clear communication and personalised approach made me feel valued and understood. Truly appreciate her integrity, professionalism, and commitment. I wholeheartedly recommend Wendy to anyone seeking a knowledgeable and trustworthy advisor.

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.

Dr Leong,. General Practioner

Wendy is professional, yet friendly and helpful. My wife and I are happy working with her in our financial planning.

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 :)

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! :)