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Wendy Yeo

In Touch

A Monthly Curated Newsletter

For the past years, given the pandemic and restrictions, many of us were forced to re-evaluate how to plan and book trips for holidays, or consider whether we should even be planning for any travel at all. Now, as borders are opening up, we have reached a stage where many of us are ready to start traveling again and make vacation plans once more. The catch, though, is that traveling will likely continue to be complicated as new variants emerge. How then do we plan for travel? In this issue, we explore this matter in more depth.

5 Tips to Planning a Safe Trip in 2022

The pandemic has drastically impacted the way people travel. With COVID-19 ravaging the planet, countries around the world are changing travel requirements in 2022. If you're planning a vacation to get away from the stress of the past two years, here are five tips for planning a safe trip

 
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The Top 22 Places to Travel for Spring, Summer and Fall 2022

International travel has taken a hit these past two years. But nonetheless, our annual list of the top travel destinations is back and better than ever. As always, our aim is to highlight places that offer exciting reasons for architecture and design lovers to visit during the rest of 2022, from major museum openings to burgeoning trends worth checking out. Read on for our picks for our top picks and be sure to get planning.

 
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The Point of Travel

 
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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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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!

Alice,. Trade Finance

I knew Wendy when she was just a little girl. I have the privilege to witness her growth into a mature and highly professional individual, both personally and in her career. Wendy listens attentively to my needs and concerns before crafting personalized financial plans tailored to my circumstances. She has impressed me by sharing her knowledge of the financial markets, investment strategies and retirement planning which is totally different from other old-school financial consultants. Her combination of expertise, client-centric approach, and personal qualities make her an invaluable asset to anyone seeking financial guidance and planning. I wholeheartedly recommend Wendy without any hesitation.

Norman C,. Regular Officer

Wendy was really professional in the whole planning process, explaining the importance of financial planning, be it through investment or insurance. She was also patient in explaining how investment works and how she does her homework to be kept abreast of what is the economy and market like and make more informed decisions. Wendy is very friendly and approachable and what I think is most impressionable is that instead of hard selling, she takes the time to explain the different plans and recommends what is affordable and reasonable based on your financial abilities.

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 :)

Rachel Oh,. Accountant

Wendy has a very helpful, independent, and outgoing personality, she is always very responsive and able to advise and provide clear explanations on my queries. You can really tell how much effort she put into her work and always go the extra mile.

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.