| When the going gets rough, it can at times be easy to lose sight of what we set out to attain in our lives, be it in our personal endeavours, work or finances. The process of going & pushing through such situations may not be most comfortable, but persevering and talking about how to handle them is necessary. These are perspectives I found useful and inspiring. I hope this gives you hope. | | These 7 Qualities Lead To Perseverance When Faced With Adversity Like the ability to find meaning, to be vulnerable, connect & ask for help, having a supportive relationship with oneself, being able to surrender and trust in the face of uncertainty, having a sense of humour, mental calmness even in times of difficulty, and the ability to cultivate perspective and gratitude. | | Grit: Perseverance and Personal Finance Saving money and making continual progress toward financial goals seems like it is just plain easy for some people. Is this is because they have a mind for finances, or they are talented with money? | | Bear Cub’s Perseverance Proves That You Only Fail When You Stop Trying  | | Proudly Brought to You I seek to reach out to people who care about creating a safe financial environment for their loved ones. Let me know if I can get to help someone you know or care about. Please do not keep me a secret. 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. | |  | | 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." | |  | | Alan,. Finance VP I have met numerous insurance agents in my working life so far (including friends and referrals), and Wendy is one who stood out from the rest for me. She is professional and advises well, and not once did I feel she was pushy in selling any policies to me.
I first got to know her through a marketing call from her many years ago, and despite not purchasing any policy from her initially (as I was adequately insured at that time), she followed up with me over the years, understanding my needs at every point of the time and displayed utmost patience in updating me of any latest products that might be of interest to me.
One quality I appreciated about Wendy is how she's able to see through my lens and analyse my decision-making. That is why I knew I wanted to engage Wendy when I decided to increase my medical coverage and also make some financial planning (bought new policies from her in 2023 and 2024). Really appreciate her sincerity! | |  | | Ming Huang Wendy was very patient in explaining to me the differences between policies. She emphasized on my concerns and priorities, rather than rushing through things just to close the deal.
Most importantly, she put in the effort and take the initiative to remind me whenever there are updates and the action required. | |  | | Jodie K,. Grants Administrator Wendy has been my financial consultant since 2017. She is dedicated to her work and is very reliable in her line.
She constantly updates me on any changes in my policy and when I had times that I could make a claim but did not realize, she would also remind me.
Wendy has never once pushed me to take up any policy that I didn't want to. She respects me and also my privacy. She's everything I could ask for in a Financial Consultant. So, thank you Wendy for always putting me and my interest first. :) | |  | | Akshobh G,. Director of Client Services Wendy is a very affable kind and caring person.
Even though I have left Singapore for work, she constantly stays in touch and keeps me updated.
My favorite insurance agent! | |  | | Yronne A,. Staff Nurse Wendy was introduced by my friend 4 years ago and I have entrusted her to be my financial planner since then.
She has assisted me with the types of financial plans that deem to benefit me best, concerning my age and health, for the present and future.
Wendy is friendly, positive, patient, and always carries a positive and always-ready attitude to deal with any concerns that I have. Add on, despite late hours. Importantly, she planned along with my budget yet ensured what I required was covered. Especially the basics.
One of her strongest qualities is her effort to do reviews with her clients every now and then, to improve on her services, and to keep our profiles up to date.
Choose. Her. 👍🏻 | | | | |
