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Wendy Yeo

In Touch

A Monthly Curated Newsletter

Change is hard. To force change is harder. They usually don't last. Perspectives however, are easier to accept. They change our minds and maybe that's what we need more than change itself. I hope you enjoy these articles.

7 personal finance resolutions you'll be able to keep — and how

It’s always nice to start afresh for a new year. That’s why we make promises to ourselves to change a habit or start one, in order to become a better version of ourselves.

 
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An 81-year Harvard Study Says Staying Happy and Mentally Sharp Boils Down to 1 Thing

The key to a happy life is easy to overlook. Ahh, the pursuit of happiness. So many voices in the chorus telling us how to master it. There are psychology-based tricks to happiness, watch-outs for what kills happiness, even equations for happiness.

 
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What Really Makes The Rich Get Richer And The Poor Get Poorer - The Five Laws Of Gold

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Wendy Yeo
 
 
 
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Testimonials and Referral Notes

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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.

Jean G,. Student

Wendy is a very knowledgeable, reliable, and trustworthy financial consultant in her industry. She is pleasant to talk to all the time. Wendy also gave advice and suggestions to individuals based on our needs! :)

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!

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 :)

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!