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Yean Wong

In Touch

A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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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.
 
Yean Wong
 
 
 
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Testimonials and Referral Notes

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Yuting. Human Resource Personnel

Yean is a very reliable and patient person who never fail to give prompt advice whenever needed. She will go the extra mile in order to make sure I understand the policy and processes.

Serene. Bank Staff

Thanks Yean for everything you have done. You have given great advices and services and is always so friendly!

Francesca.Adminstrative Excecutive

Yean is a very professional and caring financial consultant. She will always get back to me promptly on my enquiries and update me regularly on policies. She is dependable person. Highly recommended!

Jia Min. Administrative Executive

Really appreciate Yean’s assistance on recommending the policies that suitable for me. Not only that, she also patiently explained and provided clear summary for me to have better understanding. She is very helpful and always keep me updated on the changes. Thank you Yean!

Angella. Accountant

I truly thank Yean for being very patient and professional in taking time to go through the mixture of very old to recent policies I've purchased over the years way before I met her. She helped provided time line and proposal on what I can do with those that are going to matured, such as passing on to my kids and informed on what she finds lacking in my coverage that I should consider purchasing. To be very honest I had not bought any from her yet due to my tight budget with two young members added to my family. Nonetheless she is always a whatsapp or phone call away to provide advise whenever I had concerns and uncertainties. She will help to address them and assure me of the situation. She being a mum of three beautiful kids have absolutely very sound financial knowledge on proper financial planning and recommend products that are deemed necessary but never pushy in just selling. I am thankful to have met her as I do have some bad experience with agents that do not follow up though I had bought policies from.

Ferlyn. Senior Supply Chain Specialist

Yean has impressed us with her dedication and patience in finding out and discussing what is the most suitable financial product for the needs of our young family. Yean has good product knowledge and gave valuable suggestions which helped us secure medical coverage for our aged parents. She kept us updated promptly during the processing of our policies and this really put our minds at ease. Thanks Yean