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Yeni Yeo

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
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I seek to reach out to people who believe in creating a safe financial environment for 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.
 
Yeni Yeo
 
 
 
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WhatsApp me at +65 93365755   
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Testimonials and Referral Notes

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Apriani Kartika. Head of Community Investment. Prudential Singapore

Yeni is a kind soul, she is personable and supports you like a friend would. She provides sound, transparent and easily digestible financial advice that are tailored to my needs. She also takes the time to break down concepts that may not be familiar and addresses my questions (and I have tonnes!) patiently. Her experience shines throughout our sessions , and it becomes clear that her priority is ensuring that her clients walk away protected.

Caroline Chai. Director

I have worked with Yeni for more than 10 years. She is extremely prompt and very good at her job. Any time I have a question or concern with my insurance policies she works on my concerns right away and we are able to resolve any difficulties that might have arisen. I would highly recommend her to anyone that wants a professional that takes her work seriously.

Dr Foong & Mrs Foong Poh Weng. Dentist

We have known Yeni for close to 10 years. What started off as an agent- client relationship has turned into a great friendship over the years. We have always found Yeni to be very professional in doing her job and will always do her utmost to help us in anyway that she can. We have troubled her time and again to explain and re-iterate on the features of the various insurance products that we have. She has always done so very patiently. We are so blessed to have her as our financial planner and we know that she's always ready to lend us a helping hand whenever we need her help. We will not hesitate to recommend Yeni to friends and relatives who needs financial planning services as we are of the view that she's very professional and has very sound knowledge of her products.

Jeanne Low Quan Siew. Homemaker

Yeni has been my insurance agent since 2006. I like that she is not pushy and is patient and clear in her explanation of all the policies. She is honest and only recommends policies that she feels are beneficial to us. When I was diagnosed with cancer in 2015 she checked through my insurance policies and helped me with my claims without my asking. I can trust her to be on my side in regards to claims. I told my children to buy insurance only from agents who genuinely care about you and Yeni is one such agent.

Angeline Lim Mee Yoke. Healthcare Assistant

我和Yeni是在10年前在展览中心认识的,Yeni 是一位很有责任感、专业与知识渊博的保险经纪人. 每当有任何问题,她都会很有耐心的解释给我和我家人购买保险的需求,也能给于我们帮助保险上的任何意见与讲解关于保障的重要性. 我也会介绍Yeni给我身边的亲戚朋友,因为每当我有什么需要帮助,她也能很快的为我们解答所有的问题。 我们会继续支持她!感恩🙏

Nicole Ng Suet Wei. Senior Financial Services Manager. Prudential Singapore

Yeni Yeo I’m thankful to have dependable work partners like you thinking about me and looking out for the team always. 🌟 It’s about others and not about her; and this is what makes her special! It’s never about the accolades and I know, she doesn’t like any shout-out for such recognition. People who know her, know she’s someone who cares to make a difference and will be there for you whenever you need. But Yeni, you deserve to be recognised- for the hard work and the heart work. With People being your passion, I’m very confident that you will focus on making 2021 an awesome one. Cheering for u!