View this email in your browser

Wendy Yeo

In Touch

A Monthly Curated Newsletter

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.

 
read more
 

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?

 
read more
 

Bear Cub’s Perseverance Proves That You Only Fail When You Stop Trying

 
view video
 
 
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
 
 
 
WhatsApp Me
-
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.

Testimonials and Referral Notes

View the full list

G,. Clerk

Wendy is an efficient financial consultant who explains the policies thoroughly, clearly, and most importantly patient while engaging me. I am assured that I am in safe hands with her as my Financial Consultant.

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!

Rachel G,. Assistant Manager

Wendy isn't just a financial consultant, but a friend that you can definitely have beyond just business. Is like having a friend walking through this financial planning with you, giving you the right options that you can choose to suit your needs in your life. Apart from good financial knowledge, it is definitely the personal touch and great interpersonal skills that Wendy has made the whole experience more assuring and comfortable.

Joanne J,. Executive

Wendy has been able to provide insurance planning and advice for me. She is very knowledgeable in her profession and is a pleasure to work with as well. A great community booster, Wendy likes to stay in touch with what’s happening and usually gives updates. I am glad to call her a friend and would highly recommend her as a Financial Consultant.

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.

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.