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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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Melissa L,. Social Service Assistant

Throughout the process of planning, Wendy was very patient to explain to me the terms and policies. She would do her best to help me in getting the best out of my policies & that is with much thinking and planning she did before meeting me. She is available and there whenever I need help with my policies and would make the effort to come to my area to meet me when I was unable to go far. She is understanding and is always on the lookout for policies that might be suitable for me and also allowing me to have sufficient time to process. The decision to choose her was because I trust her, she is responsible for what she does & always does her best.

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.

Dasmond,. Student

She helps me by telling me the benefits and advantages of having insurance and financial planning. For example, some of the stuff that could be covered with insurance and I didn't know about it, she patiently explained it to me. She is friendly and reliable!

Dr Leong,. General Practioner

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

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.

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.