Yean Wong

Prudential Executive Financial Consultant

Yean Wong

Prudential Executive Financial Consultant

Wall of TrustCall Me
Articles Worth Sharing

I enjoy my role as a trusted financial consultant to my clients, and working with them in their journey towards financial independence brings immense satisfaction to me.

In the last 17 years, I have worked with many families and am grateful that they have entrusted their financial future in me. I look forward to serving more families with sincerity and integrity.

To all my clients: thank you for the Trust and Confidence in me! I am always happy to be of service!

Yean Wong
Representing Prudential Assurance Company
Singapore (Pte) Ltd
Reg. No. 199002477Z
Email: wongyanmoi@pruadviser.com.sg

www.prudential.com.sg/FC-info
184/20Mar23

  • Work
    • Prudential Assurance Company Singapore (Pte) Limited
  • Credentials

      AFC, CFPC, MDRT 2023, Prudential Service Mark 2011-2022

Newsletters

Articles Worth Sharing

Newsletter Issue 94: Cultivating a Grateful Heart

As the year winds down, it’s the perfect time to reflect on the many reasons to be grateful in our lives. From uplifting mental health to strengthening connections, gratitude helps us end the year with purpose and warmth. Discover simple practices and insights to embrace appreciation and nurture meaningful moments this season.

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Newsletter Issue 93: Happy Travels

Embark on meaningful journeys with insights to plan memorable vacations, navigate budget travel, and uncover cultural treasures. Whether you’re crafting a family adventure or exploring last-minute deals, these ideas inspire travel that deepens connections, stretches savings, and invites discovery.

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Newsletter Issue 92: Family First: From Exams To Finance

As families navigate the challenges of exam season, it's important to foster resilience, support growth, and nurture well-being. These insights explore how to create a balanced, supportive environment for children, helping them thrive academically, emotionally, and financially.

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Newsletter Issue 91: Persistent Progress, Purposeful Pursuit

Persistence and perseverance are the cornerstones of personal growth. As we enter the final stretch of the year, these traits become even more essential. Discover ways to harness determination, build resilience, and stay committed to your goals. Even when the journey feels long and challenging, remember—you’re closer than you think. Let’s push through this last lap together.

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Newsletter Issue 90: Stretching The Dollar

Navigating the rising cost of living requires strategic planning. This issue provides tips on budgeting, skill development to increase income, and utilising resources to manage money. I hope these strategies help empower you to stretch your money further and maintain financial stability.

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Newsletter Issue 89: Boost Immunity, Travel Safely

Prioritizing our health and immunity is essential, especially with summer holidays and travel on the horizon amid the recent surge in COVID-19 cases. Here are some practical tips, nutritious recipes, and expert advice to keep you safe and ensure healthy and enjoyable summer vacations for you and your loved ones!

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Newsletter Issue 88: Keep Cool & Beat the Heat

As we approach the time of year when scorching temperatures send us seeking refuge indoors, this issue offers essential tips and strategies for managing the heat. Arm yourself with knowledge and discover ways to stay cool, hydrated, and healthy amidst the sweltering heat, ensuring you thrive in your daily life!

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Newsletter Issue 87: Growth and Transformation: Nobody Said It Was Easy

Life is a multifaceted journey of growth and transformation. From overcoming setbacks to embracing professional and personal development, this issue contains wisdom on self-forgiveness, career and financial success, and the limitless power of lifelong learning. The process of growth may not always be easy, but it will be worth it. I hope this enriches your life.

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Newsletter Issue 86: Plan Well. Age Well.

Amidst rising costs, aging and retirement planning is becoming a growing concern for many. Yet, more than just ensuring financial readiness, one who is planning to retire also needs to be psychologically prepared for the shifts in lifestyle, routine and everything that comes along with it. In this issue, let's explore expert tips on staying healthy, mentally sharp and financially secure, so we can age gracefully in our golden years.

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Newsletter Issue 85: How To Ride The Dragon

As we embrace 2024, discover essential insights for a prosperous journey ahead. Explore key financial strategies and economic trends aligning with the Dragon Year's promise of prosperity. Immerse in the cultural vibrancy of the Lunar New Year celebrations. I hope this issue with its blend of wisdom and practical advice equips you to navigate the opportunities and challenges ahead with confidence. Together, let's ride the Dragon!

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Newsletter Issue 84: Reflect, Review & Recharge

In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together.

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Newsletter Issue 83: Holiday Highlights: Echoes of Joy

Embrace the spirit of the holiday season in this month's issue, where cherished traditions meet thoughtful innovation. From smart savings and healthy feasts to meaningful gifts and cozy stays, our collection of articles offers a reflective journey through holiday warmth. Savour every moment with our handpicked tips and recipes, and let's celebrate the joy and generosity that define this wondrous time of year.

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Newsletter Issue 82: Inflation & You

As inflationary pressures continue, affecting both individuals and businesses, it is vital to equip ourselves with effective strategies to navigate this environment. This issue provides pragmatic insights and ideas, guiding us to not only weather these economic challenges but also thrive in the midst of them. I hope this brings us greater financial resilience and empowerment.

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Newsletter Issue 81: Empowering Children

In celebration of Children's Day, here is a friendly collection of articles brimming with insights! I hope these writings can guide us in embedding valuable skills, boosting financial literacy, and laying down a roadmap to raising resilient, balanced children. May we empower the upcoming generations, helping them blossom into well-rounded and holistic individuals. Let's cherish the joy of nurturing our future

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Newsletter Issue 80: Home Dreamers

Making decisions on property is not trivial, as they often have effects on our quality of life in ways that are not just material but also financial and emotional. Regardless of our experience levels in making decisions on our properties and homes, it helps to have an appreciation of what resources are involved, and how we can be resourceful about them. I hope you find the materials in this issue useful.

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Newsletter Issue 79: Before It's Too Late...

In today's rapidly ageing society, advance care planning and long-term care planning are emerging as critical considerations for ensuring a comfortable and secure future. As we journey together through the intricate aspects of planning for what lies ahead, it's never too early to make such vital decisions. It's your future; plan it well.

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Newsletter Issue 78: Unlocking Potential of Our Awe and Envy

In the delicate balance between awe and envy lies an opportunity for growth. Awe opens our eyes to the beauty and possibilities around us, while envy stirs our desires for improvement. By using awe as a wellspring of inspiration and envy as a catalyst for positive change, we get to harness these emotions to fuel our ambitions, cultivate empathy, and create a brighter future for ourselves and others in various aspects of our lives.

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Newsletter Issue 77: Living with New Realities of AI and ChatGPT

As artificial intelligence (AI) and chatbots like ChatGPT become ever more prevalent, AI’s potential to transform our lives and economy cannot be understated. With the increasing adoption of these technologies, they will not only transform the ways we use or consume information, but they are also poised to play a pivotal role in just about every aspect of our lives, including work, finance, and parenting. In this issue, we explore the nuances of AI and the possibilities it brings to our world.

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Newsletter Issue 76: In Honour of Moms

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

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Newsletter Issue 75: Keep Calm & Innovate

Necessity is the mother of invention. Throughout history, humans have demonstrated the ability to innovate, solve problems, and create solutions in the midst of crises, resulting in some of humanity's greatest inventions. All it took was resourcefulness, action, and persistence. Through this issue, I hope to provide insights into how we can live life constructively and creatively, regardless of the challenges that we may face today.

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Newsletter Issue 74: Bright, Brainy & Beautiful Living

As we get back into the groove of work, our most important arsenals have to be our health and brains. After all, these are essential in allowing us to lead a functional and meaningful life. To do that, we need to take care not to fall ill and ensure that we upkeep our physical, mental, and social well-being. Let us explore in this issue the various ways that help us protect and strengthen our overall health.

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Newsletter Issue 73: The Golden Gift of Intentional Quiet

For many, the festive season is a time of food, celebrations, social interaction, and hype. Coupled with the continuous demands of work and life, such periods can sometimes leave us feeling drained, and some of us may even struggle to get a breather. In this issue, I have put together resources on how we can possibly wind down and benefit from more intentional quiet and less noise.

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Newsletter Issue 72: Finding The Silver Lining

As the world enters a recession, the upcoming year can pose a challenge for many due to increasing economic uncertainty, and the natural fears surrounding it. In this issue, we look at some trends and possible actions that can help us become more emotionally and financially resilient to not just ride out the challenges, but rise above them. I hope this gives us hope.

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Newsletter Issue 71: Planning Ahead

We live in three distinct timeframes - the Past, the Present, and the Future. Many times, we tend to live and make decisions based on what gives us immediate gratification, and often to our detriment. Despite not knowing what tomorrow will bring, planning ahead removes uncertainty and provides clarity to our lives. In this issue, I have included articles that I hope will inspire you to take actions that your future self will thank you for.

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Newsletter Issue 70: Taking A Walk

Many of us lead busy and stressful lives. Even when we may be caught up meeting deadlines, sprinting towards our next goals, or looking after our families, we cannot neglect taking appropriate breaks for our well-being. While it may feel counter-intuitive to do so, sometimes the best thing is simply to step away from the four concrete walls to go for a walk outdoors. It refreshes the mind, body and soul, and is beneficial for our health and creativity. So let's lace up our trainers and walk our stresses away.

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Newsletter Issue 69: Mind Over Money

In an environment of rising inflation and uncertainties in global geo-political climate, almost no one is spared from the economic consequences of the day. It is therefore more important than ever to be intentional and mindful in how we manage our finances in our daily living. Here, I have put together some resources which you can tap on to help you gain a better insight on how you can be more savvy with your money.

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Newsletter Issue 68: Navigating Differences, Conflicts and Relationships with Maturity

Every one is different, and differences in opinions, interests, backgrounds and personalities tend to come with conflicts. Whether is it our co-workers, friends, family members or even our partners, disputes are not only common, but they're natural and sometimes inevitable. The question is, while such conflicts arise, how do we navigate them? Do we attempt to work through issues amicably with others, or do we allow our egos and emotions to rear its ugly head? Today, we look at practical tips on how we can manage ourselves and relationships in more mature ways.

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Newsletter Issue 67: Better Than Before

As humans, the pursuit of change and progress is something that is innate to every one of us. Like it or not, there will always be things in life that we hope could be a little different, a little better in the way that daily situations & events turn out. It could be in the way we think, speak, or the way we handle everything from our finances to our relationships with others. We seek to become better -- and we should. As we strive to continuously exceed our potential, we rise above all previous versions of ourselves and grow stronger. In this issue, we look at some ways in which we can embrace a better self and an even better future.

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Newsletter Issue 66: Self-Doubt & Self-Confidence

In life, there are days and moments where everything we do does not feel enough, or face situations that are beyond our control. A common response to such instances is to doubt ourselves and our abilities, and that is a very normal and human thing to do. But the effect of self-doubt can cut both ways: It can either spur us to achieve our goals and thereby boost our confidence levels, or cause us to feel entirely powerless and paralysed. Fortunately, whether we allow it to work for or against us is mostly up to us. In this issue, we will explore the ways in which we can harness self-doubt to build confidence -- one step at a time.

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Newsletter Issue 65: 80 Summers, 80 Winters, 1 Life

Statistically, most people live till an average age of 80 years. Although this number varies across cultures and nations, we cannot deny that life is still all too fleetingly short. 80 years a lifetime translates to 80 summers and 80 winters - to love, laugh, live, and make the most of our time on this earth. Far too often, when faced with our mortality, we look back at our lives and think of all the things that could have been different. Regret may sometimes be inevitable, but it is still possible to live an unlimited life with the limited time that we have. In this issue, we look at some of the ways we can do so.

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Newsletter Issue 64: Travelling Again

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.

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Newsletter Issue 63: Being Positive

Life can be unpredictable with obstacles, making it sometimes difficult to stay afloat. Whether it is the loss of a loved one, stress from work, or financial woes, everyone faces challenges and does at some point, struggle with remaining optimistic or hopeful. Nonetheless, it is still important to maintain positivity to keep us going; by finding the good in the bad, and being the light in the darkness. For this issue, let us explore on what being positive means & how we can harness it in ways that truly benefit our lives.

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Newsletter Issue 62: Social Media and Mental Health

As humans, we have an innate need for connection and approval from others. Often, we make an effort to gain validation and this is natural. Yet, in our world today, this need for others’ approval becomes magnified; as many of us are constantly plugged in on social media, we tend to get caught up in the pursuit of “likes”, “shares”, “follows” & engagement. These can have implications on our mental well-being and happiness. Through this issue, I hope that we can be more aware of the impacts & risks associated with excessive use of social media, and what we can do about it so that we can live out our best lives.

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Newsletter Issue 61: Being Savvy This Festive Season

It is a season of feasting, socialising and spending time with our family and friends. Amidst the bustle of festive preparations and joviality, let us not forget to take care of our well-being even as we celebrate this time of wealth, health and happiness. Stay safe, savvy and prosper!

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Newsletter Issue 60: Looking Towards 2022

By this time, we would have endured quite a long period of the COVID-19 pandemic and many things have changed. Collectively, we have adapted to new ways of living, working and socializing. While there is no telling of when this pandemic will truly “end”, one thing’s for sure: Life goes on. The best we can do is to continue to look towards the future and live out the best we can. As we head into a new year, here are some predictions and trends we can look forward to.

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Newsletter Issue 59: 6 Essential Money Moves To Make In Uncertain Times

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.

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Newsletter Issue 58: Misconceptions that hold us back

Confucius, the Chinese philosopher, left us with these words to contemplate: The man who asks a question is a fool for a minute: the man who does not ask is a fool for life. As the year winds down, it is time to reflect on some popular and widely - accepted beliefs and misconceptions that we may hold that do not serve us in achieving our goals and desires. Today, we look at debunking some of these misconceptions to expand our thinking and explore new perspectives and horizons.

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Newsletter Issue 57: One Thing At A Time

In meeting the demands of work and every day life, many of us can feel compelled to do all things at once, and may become overwhelmed or less effective as a result. To counter this, it is worth taking a moment to adjust our pace; to give ourselves the space to practice taking one step at a time in the ways we perform our tasks and how we manage our minds & emotions.

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Newsletter Issue 56: Habits & Decisions That Compound

As human beings, we are a culmination of our environment, decisions, behaviours and habits. It is worth giving thought to how we live our lives; taking a step back to reflect on some of our own less-than-ideal tendencies and ponder about how we can mitigate or improve upon them. Here are some resources that I hope can help us foster habits and patterns that can create an upward cycle for ourselves over time.

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Newsletter Issue 55: Managing Burnout

In a world where more of us are increasingly working remotely, the issues of exhaustion, burnout and digital fatigue have become more pronounced in recent times. The implications on mental health and quality of life are real. Here are insights and resources that I hope can help us better understand the nature of the burnout that we may experiencing. More importantly, we can learn to manage, uplift ourselves and also the people around us.

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Newsletter Issue 54: On Leadership

Leadership is the act of guiding a team or individual to achieve a goal through direction and motivation -- and there is a leader in all of us. This issue contains insightful resources and pointers that touch on the various under-talked about but important aspects of leadership. I hope this inspires us to not just exercise good leadership in our daily lives as individuals and organisations, but more importantly, help us get through and thrive even in difficult times.

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Newsletter Issue 53: Productivity, Personal Effectiveness & Meaning

As our personal lives get increasingly intertwined with our work in this season, it becomes more important than ever to find ways to devote our energies to become more effective & productive as individuals. Here, I'd love to share with you on some resources and powerful ideas on how we can not only become more productive, but also make our work & daily life more meaningful in the process.

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Newsletter Issue 52: Living A Good Life

What does it mean to lead a good life? The meaning of a good life, or life for that matter, is subjective. But there are some evergreen truths and wisdoms that we can all live by that help us gain the most out of life even through obstacles and challenges. In this issue, I have put together for you a series of insights, tips & advice by some of the best thinkers throughout history on how to live out a good life. I hope these resonate with you.

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Newsletter Issue 51: Dignity and Why It Matters

Dignity is the state or quality of being worthy of honour or respect by virtue of being human, and every person has an intrinsic need to feel valued and needed. Yet, in our world, there is often a gap between the ideals and realities of how dignity is accorded to individuals across age, gender, social statuses and financial positions. In this issue, I'd like to bring attention to the topic of dignity, and the ways which we can protect & honour the dignity of others and ourselves.

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Newsletter Issue 50: Empowering Women In Our Midst

Women have long played a huge part in our society and economy. When it comes to uplifting women, the work extends beyond just international women's day or month. In fact, it requires continuous effort from not just leaders, but also every day folks like us to recognise and appreciate the great potential of women in our lives. In this issue, I'd like to share insights on how we can be enablers of women's progress while staying aware of the realities and struggles they may face. I hope this helps us in empowering the women and girls in our midst.

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Newsletter Issue 49: The Gift of Paying It Forward

When was the last time you received kindness from somebody? When was the last time you extended an act of kindness to someone else, and to what end? As it turns out, there can be tremendous merits and outcomes in paying forward a kindness received with a good deed to somebody else, especially when done out of gratitude. The concept of "Paying It Forward" is nothing new, but in our world, I believe we could do with more compassion and selflessness as it brings out the best in us.

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Newsletter Issue 48: Done is Better Than Perfect

As we begin a fresh year, it is a good idea to not just evaluate ourselves based on the previous year on how we have been managing our lives, but also to find out ways to become more productive as we move along. In this issue, I'd like to share with you some powerful ideas on productivity and how we can make the best of our resources, time, energy and capabilities. Let's do this!

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Newsletter Issue 47: Of Languages, Love and Possibilities

In the words of Poet Ali in his TED Talk, "Every language we learn is a portal by which we can access another language"; the more we know, the more we can speak. To round off the year, I'd like us to take a moment to learn new concepts, stories and ways of seeking and connecting, which will empower us to adapt to the needs of others & ourselves in the way we relate, love, heal, and see possibilities. I hope this inspires you.

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Newsletter Issue 46: Guiding Principles and Tips on Taking Charge of Finances in Our Lives

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.

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Newsletter Issue 45: On Teaching, Learning & Growth

All of us would have people around us that we learn from in our lives. And people whom we in turn teach and need to be accountable to at some point - as students, working adults or parents. The better we are at relating and leading others into growth, the better we become as individuals. In this issue, I hope we can draw some lessons and wisdom from these materials that can help us cultivate values and cultures that we want in our lives and lift us up.

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Newsletter Issue 44: The Ability to Rethink & Reassess Our Minds

As humans, we often like to think we're right, even when we can be wrong at times. Many of us have the unconscious tendency to seek information that support our existing beliefs & disregard or undermine those that do not match ours. But doing so without awareness or questioning can have adverse effects in the way we think, make decisions & live our lives. Today, I'd like to share with you some potential consequences of confirmation bias & what we can do about them.

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Newsletter Issue 43 : Staying Grounded in Things that Serve Us

The world as we know it has changed for good on pretty much every level - from our lifestyles, to habits, to incomes and economy. As we navigate our way and find our place in trying times, it is important to stay grounded and keep the faith as we focus on seeing and creating opportunities, solutions & meaning. While there are no quick fixes in times like these, there's still a space for us to find ways to improve and cope better in our lives. I'd like to share them with you in this issue. Let's keep our heads up in choosing to persist in hope & good thoughts, and I believe we will emerge stronger than before.

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Newsletter Issue 42 : Moms Never Retire?

As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well.

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Newsletter Issue 41: This is the 8th Wonder of the world - Einstein

Albert Einstein said, "Compound interest is the eighth wonder of the world. He who understands it earns it. He who doesn't, pays it."

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Newsletter Issue 40 : Mastering the Skill of Learning New Skills Fast

Today's phone in our pocket has 100,000 times the power of the computer that landed man on the moon 50 years ago. Our world is evolving at breakneck speed today. The World Economic Forum projected that more new jobs will be created compared to the ones lost. Uncertainty remains about what these new jobs would be. But the time to change our approach to learning new skills has come. The time is now. The 4th Industrial Revolution has begun.

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Newsletter Issue 39 : What is hurting Employees and Employers

There are many new things to deal with at this time while we are being isolated from life-as-usual. A new lifestyle, a new future and something that can be quite subtle - a new kind of burnout. It should do us well to be aware about this so we can learn to disengage when we need to. I wish you and your loved ones good health and may you continue to stay safe!

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Newsletter Issue 38 : Holding Space in Difficult Times

Amidst a pandemic, the profound impact & discomfort of loss or the prospect of loss is felt almost universally. We may find ourselves and even those we care about feeling anxious & restless, which makes it challenging as we find ways to adjust not just physically, but also mentally & emotionally. At this time, emotional support for one another becomes ever more essential. Here, I'd love to share with you insights that can help us have a deeper understanding on the complex emotions that we may be dealing with, & the ways in which we can provide meaningful social support in our daily interactions through being present & holding space for others.

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Newsletter Issue 37 : Covid19 - No turning back from a new future and reality

What the eyes cannot see is bringing countries to their knees as we write. The full impact of Covid19 is still unknown. It has ushered in a new reality for the World. Our lives will never be the same again. And Covid19 won't be the last. While we #fightasone, let's see how we can prepare ourselves and our children for this new future - together. Here are some good reads that I believe can help us rethink this new future and its possibilities. If you find these resources useful, please forward them to those you care about, especially at a time such as this. Cheers!

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Newsletter Issue 36 : Make these 6 decisions

Here's wishing you and yours a very fruitful 2020, and the best is yet to come! Another year, and what better way to start it with a collection of thoughts that might turn out to touch your life for the better? I hope you could find something useful and share along with those you care about too. Cheers for a blessed 2020!

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Newsletter Issue 35 : When the going gets Rough

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.

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Newsletter Issue 34 : Trust, Relationships and Emotional Security

In many ways, relationships are key to our well-being, as trusting, fulfilling relationships lay the foundation for our emotional health and security. But to work through relationships and trust matters aren't always linear or clean - they can be messy and raw. Here are some articles that I found incredibly valuable that enrich us in our personal and professional lives.

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Newsletter Issue 33 : These are simply worth sharing with you

Change is hard. To force change is harder. They usually don't last. Perspectives however, are easier to accept. They change our minds and maybe that's what we need more than change itself. I hope you enjoy these articles.

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Newsletter Issue 31 : The Power of Tiny Gains

These are some rather transformative articles that could help you and those you care about. So please be free to share them. I hope you find them beneficial. If you like them, do drop me a note and I'll be very glad to know I've added value and touched someone.

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Newsletter Issue 30 : How the World forgot to sleep

The lack of sleep being linked to chronic illnesses like diabetes and heart disease isn't a happy story. Certainly not for those of us who are more conscious about building happiness in life. Please share this newsletter issue with those you care about. We can impact lives together!

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Newsletter Issue 29 : Don't leave life without it

The Bucket List - chances are that you may not have made one. It is an interesting journey that we can take together. It's also a lot easier taking a peep at some of the most inspiring bucket lists that we have put together to share with you. Let's start one and live it out!

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Newsletter Issue 28 : 8 Ridiculously Good Recipes That Only Take 15 Minutes

Since our taste buds are not working like black and white TVs. We know it's meant for some tasty good food. Yummy! Let's stay healthy, and also up our knowledge about making some nice interesting food. Here are some really good resources curated for you.

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Newsletter Issue 27 : Life's most Powerful Lessons

There's a man in Singapore, that every time he concludes a business deal, he would go buy a plant and plant it somewhere. It's a simple way of giving back. He was also able to disengage and be with himself while doing something meaningful, albeit how simple it was. In this issue are some more examples of such life's lesson that we can benefit from. All we need, is to just take some time, slow down and breathe in the fresh air.

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Newsletter Issue 26 : 3 Financial Wisdom from a woman with 3B Net Worth

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

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Newsletter Issue 25 : Come 15th May, Singaporeans have One more thing to be proud of

In case you missed the news, besides the big 3 - US, Russia & China, tiny Singapore would be the next to send a human into Space using a helium Stratospheric balloon capable of lifting an SUV. This is a 5 years arduous journey filled with many inspiring stories. A Visionary who saw the possibilities, followed by 150 applicants to be Singapore's first Astronaut, and finally an extraordinary individual to make the trip, laying his life on the line. Yet his project isn't about Space. It's about creating a better mental model for Singaporeans - that with the heart, mind and grit, we can do great things. Enjoy this historic moment.

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Newsletter Issue 24: The Interesting secret

Or rather, this issue is about learning the secrets of being interesting. Even calling it a secret is a little too much. In today's world of overwhelming information overload, it's about paying attention to certain things that some people do to make themselves more interesting than others. We can all do better in life with a little dose of this knowledge. So let's dig in!

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Newsletter Issue 23: The way we Think

In this issue, I'd like to do something different. All of the highlights are very interesting videos from TED talks about the way we think. The videos are between 15 to 30 minutes, but they are well worth your time I promise. Hope these resources will help create marginal changes in your life every so often. Let's be enlightened together!

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Newsletter Issue 22: Why Happiness is linked to Deep Talk

Research seems to point to the fact that those who engages in deeper conversations with others are happier people. This is what I call a happy finding. It levels with what makes us human. We speak, we listen, we feel, we learn, we take and we give. And deeper conversations allow us to lift each other up.

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Newsletter Issue 21: Half of the jobs in 2020 are not yet known

In the last issue, we discussed how robots will change our lives in the future. It has become increasingly important for us to keep our minds on the ball, stay sharp and stay progressive. If half the jobs in 2020 are yet to be known to us, how can we prepare ourselves and our children today? To face a fast changing future, we need to first understand it. We need to try and take a peek into this future and start to embrace change.

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Newsletter Issue 20: Your Life is About to Change

We have come to a very unique juncture in time, where we are transitioning into the 4th industrial revolution. This is a time where technology as we know it will start to escalate in its rate of change. Our lives and jobs will surely be impacted. But how? It is time to consider this and take stock of where we might stand now and three to five years later.

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Newsletter Issue 19: The Indispensable Power of Story

From a parent to a child, between friends and professionally in the workplace - there's something special about the role of story telling. And we've a lot to learn from the world's great story tellers. Some of the best are comedians, public speakers and politicians. But there's more. I hope the following articles will help you get started in this interesting journey of learning and exploration.

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Newsletter Issue 18: Retirement dream vs reality

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

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Newsletter Issue 17: Some things don't change

The future seems to come at us at a faster pace than before. It brings along with it many questions. Will automation take over our jobs? What new jobs will be created? And which existing ones will be obsolete? How can we survive? Yet some things don't change. Understanding the things that will change and those that won't can help us carve out a better future.

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Newsletter Issue 16: 2 Tips from a 116 year old

Most of us find it hard to change even when we know we need to. If only it's as easy as a walk in the park. But once in a while, a certain change of perspective is all it takes. Hopefully, today can be one of those time for you. We can gain some insights and wisdom from these articles that are worth sharing.

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Newsletter Issue 15: The thing about Time management

Do we need to get better at time management? Or do we need to instead think about Time itself? More specifically, what it means to us - with the very limited time that we have. The answer would be different for each of us. But I'm rather certain that taking time to ponder about Time itself can be a fruitful thing to do.

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Newsletter Issue 14: What you need to beat Diabetes

The World Health Organization's latest report says diabetes has quadrupled in the past 34 years. It's certainly something that we should care about. Not just for us, but also our loved ones. Here's a starter to help us understand and prevent this disease better.

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Newsletter Issue 13: Hipster Hawker Stalls - Yummy!

Health is important, so is a good life and great food! One of the great thing about being in Singapore is that there's always new food places to explore. In this issue, I'd like to bring you to a couple really good yummy places - wrapped up with a hilarious video you don't wanna miss.

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Newsletter Issue 12: Oh how beautiful, beautiful, beautiful!

Singapore is growing as a cultural center. But why is Art important? And how can Art, in its many forms make our lives better? Deep within all of us, there's a need for expression and appreciation. There's certainly more for us to explore and learn about Art. Do not miss the video below. Oh how beautiful this is ~ a celebration of art and life!

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Newsletter Issue 11: Secrets of the Heart - Uncovered

It is always quite refreshing to discover new things about our health. In this case, Vitamin C is one of those surprises. Do watch the video below till the end ~ it could be a life saver. But please seek your doctor's opinion as well.

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Newsletter Issue 10: The result of reading

The more we read, the more we can share. And sharing is caring. Here are a few interesting articles I'd like to share with you in this issue of my newsletter. Remember to pass it along to those whom you care about too.

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Newsletter Issue 9: This isn't the bucket list

It isn't the bucket either. One good news is that more people are now surviving cancer. The other good news is that life expectancy has increased from 75 to more than age 80. But hold that thought for a moment - it's only good news if one is financially prepared to survive such a critical challenge.

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Newsletter Issue 8: Creativity

We may have thought that creativity is a realm belonging to a selected few. But is it? In this issue, we explore together some interesting stories that may strike a chord of inspiration for you. You can be creative too.

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Wall of Trust

Testimonials & Referral Notes

ReLIABLE AND PATIENT PERSON

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.

Yuting
Human Resource Personnel

GREAT ADVICE AND GREAT SERVICE

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


Serene
Bank Staff

DEPENDABLE PERSON TO WORK WITH

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!


Francesca
Adminstrative Excecutive

RECOMMENDING SUITABLE POLICIES FOR ME

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!

Jia Min
Administrative Executive

PATIENT & PROFESSIONAL & NEVER PUSHY

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.

Angella
Accountant

DEDICATED & PATIENT & GAVE VALUABLE SUGGESTIONS

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

Ferlyn
Senior Supply Chain Specialist

用心专业及服务态度好

真心要好好的赞扬Yean Wong的专业和服务态度。她是我在遇到好几个保险顾问里真正用心帮助客户了解和解决问题的人。她对待客户的态度就好像对待朋友一样不会为了要达标销售额而拼命推销而前期服务态度好,后期而不理不睬。

经过好几次的接触,都发现她是用心且专业的给客户合适的建议和介绍保单,不会让客户觉得有压力感。有任何问题只要询问都会立马给予专业的回复就算问题并不在她的范畴内或是别的保险公司保单也很用心的帮助客户解决。也因为有了她的帮助我也再不会为我所拥有的保单而烦恼而不知道如何跟进。真心觉得为什么不早点遇见她。

因为她的用心与专业我绝对会介绍给有需要的客户给她。也希望贵公司能给予她的能力好好表扬。衷心希望她能不忘初心,努力前进,在这行业里步步高升,前程似錦。

辰玲
客户服务员

THANK YOU FOR ALWAYS BEING THERE FOR US

Yean has been taking care of our policies for the past 10 years. And as she’s professional, competent, friendly and helpful, we have recommended her to our friends and family members.
Thank you for always being there for us.

Lynn
Housewife

EXPERIENCED & PROFESSIONAL

I met Yean by chance through a Facebook ad for newborn financial planning signed up by my wife and Yean has proved to be very experienced and professional at her craft. Patient, understanding and passionate about helping others, I would definitely recommend Yean's financial planning expertise to others. Thank you for your assistance in planning for my daughter.

Timothy
Self-employed

TRULY PROFESSIONAL & DEDICATED

Yean is a truly professional person and is dedicated in her work. She often provides us the latest updates and able to answer the queries we have.

Joanne
Administrative Officer

GOES THE EXTRA MILES

Yean is not your typical financial consultant. She goes the extra mile to be sure that you are not missed out of any benefit and constantly keeps in touch with you to review your profile. She is prompt and attentive in her service. Great financial consultant to work with! I highly recommend Yean to all my friends. 😃

Yvonne
Administrative Executive

CUSTOMER-CENTRICITY & ALWAYS AVAILABLE

Customer-centricity means putting the customer first and at the center of everything that you do. This can be clearly seen in Yean, who clearly understands my family needs, which is why Yean has been an intangible part of my family, acting as a financial consultant that is always available and providing professional advise on products that best suit our needs.

Wing Shan
Sales Executive

NEVER PUSHY AND UNDERSTAND OUR NEEDS FIRST ALWAYS

Yean is simply the perfect financial consultant. Never pushy.... always will try to understand our needs n will draw out the most suitable policies to for me n our family. Her patience n willingness to help us has allowed our relationship to blossom from an insurance agent to a friend. I appreciate and trust Yean !!

Constance
Pet groomer

HELPFUL & RESPONSIBLE

Yean has been a helpful and responsible Consultant. Always highly responsive to our enquiries and needs. She has often gone the extra mile as an agent e.g coming to my home to help with the filing of all my insurance documents in the past, sending Mothers’ Day gift to my door and checking in on us periodically. She is a Consultant with a heart. It is evident she takes pride in her work through the service she provides. Bravo to her!:)

Jean
Housewife

SUPPORTIVE & RESPONSIVE

I am thankful for Yean’s service during my pregnancy and till now as first time mother. She is supportive, responsive to answer all my questions and get all my policies approved very fast. Thank you very much Yean!

Sunny
IT Analyst

真的遇到我们的贵人~Yean

当yean知道我太太乳房有硬块時,yean 马上要我打电话去预约医生做检验,当时我还想迟点才行动,结果预约了并检验出是第4期,对接下来的医药费真的毫无头绪。还好之前有跟Yean买了保诚医药卡及人寿保单。

Yean幫了我们好多,从跟进,检查文件等,都第一時间跟我们解析及如何处理,所需的理倍都在她的幫助下很快的就收到了,解决了我太太的医药费及生活上的难题。我们真的遇到我们的贵人yean. 感谢你!

Alexis
平面造型设计师

亲力亲为, 顾客之上

Yean Wong是我遇见保险顾问最好的一位,因为她很多时候都很耐心解释,分析给我知道那些细节。遇到问题问她,她会很快就回答我了。而且时常Follow Up顾客的需求。也时常亲力亲为去为顾客服务。非常感谢🙏你为我提早送来母亲节的花给我。让我感动满满😊

Queenie
经理

诚信、有责任心、专业

我表姐是一位有诚信、有责任心、专业的保险顾问。我人生的每个阶段,她都会为我做财务规划,让我可以安心在事业上打拼。她坚信在人生每个阶段中保险是不可或缺的,从单身到结婚到生孩子,她都帮我完整规划我的财务。当我遇到任何问题或疑问她都会耐心的为我解答。谢谢她为我服务了14年, 我的财务规划才能做得这么完整。强力推荐!

Jess
行政主管

PROFESSIONAL & ALWAYS GIVEN SUITABLE ADVICE

Yean was introduced to me from my ex-colleague. She is very professional, not pushy for sales revenue but to guide you and help you to pick the best package, investment that suit you within your financial ability. Thanks Yean!

Jee Hian
Vice President of Business Development

PROFESSIONAL AND PATIENT

Hi Yan Mei, I would like to thank you for your professionalism and personal service that you have provided in giving advice and recommendation on suitable products for me and my family. Also, I appreciate your patience and quick response to my queries. Thank you! 😊

Wanting
Human Resource Personnel

POSITIVE ATTITUDE AND HIGHLY RECOMMENDED

I had known Yan Mei almost 15 years. Her attitude was positive and will make time to follow up with me with new policy or new updates. I will definitely recommend her to my family and friends for her service.

Wing Kwong
Master chef of Yan Ting, The St
Regis Hotel Singapore

RESPONSIVE & HELPFUL & INFORMATIVE

Was introduced to Yean when a friend who was previously in charge of my pru policies had resigned from the agency. Yean was quick to follow up once the account was transferred to her. Constantly follow up with me through several phone calls and explained at the time where no social gathering is allowed. On Nov' 21 we finally met, she was nice and helpful, screening thru my policies and patiently explains, advise and inform me the need of getting a whole life insurance plan which i'm not aware that I'm lack off. She is responsive and help to customise the package to suit my need.

Thru the discussion she also identify other insurance options (Prucancer 360 & accident plan) which are suitable for my husband who have high BMI and doesn't allow him to get conventional insurance policies for life & hospitalisation. 

Overall, with Yean's patient, help and sharing of information we are able to improve our personal insurance coverage. And also since medical expenses in sg very expensive we will have some back up in case of emergency.

Thank you Yean for everything you've done for us! 

Pei Yin
Planner

GREAT FINANCIAL CONSULTANT OVER THE LAST 15+ YEARS

Yean have been a great financial consultant over the last 15+ years. She always make sure that her recommendations are taking consideration of my current life cycle and needs.

Qi Da
Head of Finance

SINCERE & PROFESSIONAL

My financial consultant Yean is a sincere professional who provides honest advice and recommends only suitable options based on my needs.

She is very dedicated in her work and she always does her best to service her clients. She also ensure that I always keep up to date on the latest changes on insurance policies.

One of the highlight is the ease and speed of pursuing me a suitable insurance policy along with my special conditions.

If I were to make recommendation to my family or friend, Yean definitely the professional I would! Based on her experience and professionalism, I trust her.

Kee Pin
Quantity Surveyor

GOING THE EXTRA MILE

十年多前,朋友的介绍下认识了Yean Wong, 她是个有耐心和信息丰富的保险和金融顾问。
不管是什么时候,她都会提供我所需要的信息和资料。她也无时无刻的为我们一家提供一些格外温馨提示和问候。

衷心的感激她每一分每一秒的付出。在2020 年期间,她也安排快递送上温馨的小糕点,我们一家人好喜欢,太好吃了!

如果有人问我关于买保险,我会毫无顾忌保留的把Yean Wong 介绍当他们的保险顾问。
在此也祝她生意顺利,工作愉快。

Jenny
生产部经理

ALWAYS ONE CALL AWAY

I have known Yean since 2012. Yean is always one call away. She keeps me well informed of the latest market trends and promotions. She always provides good suggestions for me and my family to consider. Please feel free to call Yean to find out more!


Derek
Landscape Architect

YEAN, AN ASSURED FINANCIAL CONSULTANT THAT YOU CAN TRUST

As a student that is stepping into the working world, I was very clueless with how should I manage my finances. After getting to know Yean, she’s very patient with me in clarifying my doubts while advising how I can better manage them.

Would recommend Yean as your financial consultant:)

Wei Xian
Student

PUT CLIENT'S NEEDS FIRST ABOVE EVERYTHING ELSE

Yean was introduced to me by one of my client, since then we have became friends and also working partners. She is always open and willing to share on her experiences, I felt super comfortable being around with her since the first time I met her as she is very approachable and down to earth. She is genuine and put clients' needs first above everything else. Her passion in financial planning has always been an inspiration to me.

Christine
Senior Aviva Relationship Consultant

PROVIDE HOLISTIC PLANNING

Appreciate Yean honesty and frank advise on our insurance needs. Her patience in listening, answering our queries and ensuring we understand what we are buying is commendable.

Her ability to provide a overall holistic view of our insurance needs at different stages of our life  has provide my family an assurance for our future.

Sabestian
SAF Regular

EFFICIENCY IN DEALING WITH CLAIMS

Yan mei is very prompt in helping me submit my hospitalisation claim and to return call to the hospital to clarify 'exclusion' mistake. She also advised me to contact CPF Board to check on the 'exclusion' clause with them. Thank you for your helpfulness.

Katherine
Teacher

COMMITTED & ORGANISED

Yean is a very committed financial consultant, I like her attentive and very well organised service every time she presents a proposal. Keep it up 👍

Edwin
Manager

真诚 & 耐心

艳美是一个很好的保險顧問,每當我有什麼問題和要求,她都會很有耐心的解釋,讓我瞭解的更多,謝謝他她這麼多年來的服務和幫忙。

Ann
高级理发师

EXECELLENT SERVICE & TRUSTED PERSON TO WORK WITH

I appreciate Yean being my insurance financial consultant. She did a great job for me with my family insurance.  She is polite, professional, provide excellent service and a trusted person to work with. Thank you very much.

Su Ee
Civil Engineer

DILIGENT & PROMPT SERVICE

I must say Yean is very deligent always follow up or remind her clients. Not just for new clients. Been so many years already she is still keeping contact with her old clients. I have policy with other insurance companies they also not so prompt. Will only contact me if i ask about something.

Penny
Business Development Executive

专业贴心赢得我们的信任

我认识艳美有8年了。她很细心和很专业。她会很完善的提供保单的详细细节,还有很贴心的跟进以及提醒我们需要的文件。

她是很专业贴心所以我会推荐给家人和朋友。

Ah Beh & Sing Yee

MORE THAN A FINANCIAL CONSULTANT

After almost 10 years Yan Mei is still contacting us. She is more like a friend to us than a financial consultant! Thanks for her cake and baby shower gift too!

Jacky
Police Station Inspector

细心周到

Yean的服务很好总是在我需要的时候第一时间解决我的问题,非常的细心且周到,每一次都会解释的非常详细,也会一直跟进,交给她总是让我觉得很安心,谢谢Yean这么多年的服务。极力推荐 😊😊

Katty
销售主管

感恩有你

我认识艳美至今有14年了~认识她感觉是我上一世修来的福气、她就好像我姐姐那样!一直以来都与我保持联系、有时候引导我如何教我规划人生之类等等的~

我对她的服务非常满意~因为有什么不明白的、她都会一一为我回答。

她令我印象最深刻就是……在我婚礼上当我的司仪~她是一位很热心、很乐意帮助他人的人!所以感恩有她🙏


所以我会极力推荐给家人或朋友 👍

汶华
重型卡车司机

AWESOME & HIGHLY RECOMMENDED

Yean has been taking care of my portfolio for a number of years. She is very patient, putting a lot of effort into understanding my priorities and timely highlighting weakness & opportunities to enhance my portfolio. My portfolio would not have been at this satisfactory level if not for her. She is awesome! Highly recommended!

May
System Analyst

GOING THE EXTRA MILE

I have known Yean for the past 13 years. Knowing her is a blessing for me. I am very grateful and blessed to know her in my life.

Yean is an enthusiastic and helpful individual. I am very satisfied and thankful for her great service all these years. She is a trustworthy person whom I can trust and rely on. She guides me and provides great information on my future planning.

Last of all, I would highly recommend Yean to my family or friends.

Shu Wen
Heavy Truck Driver

HAPPY & SATISFIED SERVICE

My financial consultant, Yean, she is professional and a pleasure to deal with. She helped me find the best deal and was very thorough in explaining all the finer details of the different policies. Always has the answers for me and is quick to respond to my messages and phone calls. I am happy with her service and will continue to go through her for all of my insurance needs in the future.

Allen
Supervisor

极力推荐

我来新加坡第二年就认识了Yean现在已经有9年了。谢谢她服务了我那么多年,也感谢她让我继续努力下去,不然我早就放弃回国了🤪 每次我有需要帮忙的,她都会很细心的帮助我,我会极力的推荐她 👍🏻 感恩认识了Yean 😊

Apple
零售助理

我非常满意Yean的服务

我认识Yean有四年了。我对Yean的服务非常满意,毕竟我是马来西亚人,在这里人生地不熟,就像我这一次发生了小意外我只是跟Yean说一声而已,她马上就上网帮我查看我可以去哪里看医生,而且已经是晚上接近11点了,还不忘一直催我一定要去看医生。

我很庆幸我遇到这么尽责的保险顾问。Yean总是在我需要她的时候出现。令我印象最深刻的是之前我有一份新加坡保单就是托Yean的帮忙我才解决了问题,要不是我都不知道怎么处理才好。

Winnie
销售主管

诚心、有责任心&专业

我妹妹是一位有诚信、有责任心,专业的保险顾问。她坚信在人生每个阶段中保险是不可或缺的。如果,你遇到任何问题或疑问她都会一一为你解答及尽她的能力为顾客解决问题。她坚持用她的专业和爱心为所有人送上一份温暖!以她专业知识客观为顾客服务,真心对待身边每位需要帮助的人。😄谢谢她为我服务了16年, 我的财务规划才能做得这么完整。强力推荐!

燕萍
零售顾问

GREAT PATIENCE & POSITIVE ATTITUDE

I've consulted Yean's advices and recommendations back when I was young and know next to nothing with regards to financial habits and products. Since then, Yean has displayed her great patience and positive attitude whenever I wanted an explanation or clarification for my understanding. I am thankful for her support and advices received all these years and will like to recommend her to anyone who wishes to engage with a financial consultant.

Ren Jie
Financial Analyst

PROVIDE ONE STOP SOLUTIONS

My wife responds very quickly and do continuous follow up for her client, make sure the policy they purchased was exactly what they needed. She is very patient and explains throughly for each policies, investment-linked plan and claim process. She is very prompt, professional and make you feel a part of her family. I would recommend her to anyone. Thumbs up.

Eng Tat
Technician

FRIENDLY & RESPONSIVE

Yean has been looking after our family policies (my wife, two kids and myself) ever since my wife was pregnant with our first child, for the last 8-years.

We would like to thank Yean for continuing to look out for our wellbeings and giving us advices and explaining the policies pros and cons to us patiently.

Yean is easy going and friendly, most importantly very responsive in our time of needs. I remember there was an incident where my youngest child was hospitalized, and Yean was there to advice instantly when I needed her. Thank you very much Yean!

Eric
Project Manager

PERSISTENCE & DILIGENT

Yean is helpful and a patient listener. Very persistence and diligent. When ever I seek advice on insurance, she will sure help. Keep it up!

Yuli
Administrative Executive

EXCEED MY EXPECTATIONS OF FINANCIAL CONSULTANT ROLE

Yean is hardworking and fulfils the promises she made. She is very professional and I can rely on the figures and advices that she projected and planned for me. She understands my preferences and tries to tailor the plans and policies that suit me best.

The frequency of meetings are just right, we are always doing the right review of my financial profile at the right time. I don't need to spend much time and yet she helps me and reminds me on things that I should do in order to complete the lapses e.g. nominations form. I really appreciate her time to offer and come down to collect the forms where I can actually do it myself.

I always reject other financial consultant and proud to say that I have Yean as my personal financial consultant. She definitely exceeds my expectation of her role.

Hanjie
IT Specialist

MY LIFE COACH

We (my wife and myself) have known Yean since 2011 and she has been advising us on our financial planning since then. Yean understands our needs and are able to provide strong advice and excellent recommendations as needed accordingly. We appreciate and thank Yean for her service to our family so far. Highly recommended!

Jung Seong
Senior Manager

KNOWLEDGEABLE & FRIENDLY

I thank Yean for her help, great service and care for all these years for me and my family. She’s very helpful, friendly, knowledgeable, patiently explains the details and responsive.


Martha
Project Analyst

MORE THAN JUST A JOB

Yean has always been a really competent and responsible agent cum friend to me. She never fails to update me constantly whenever there is new and suitable policy that is beneficial to me and my family. She possesses great product knowledge too and is always able to illustrate the product so that I can understand it in order to make the right decision. In addition, she is also a friend that always check out on me to see if I am doing well, appreciates and thank you❣️

Jing Hui
Administrative Executive

FINEST INSURANCE PROFESSIONAL

Yean is the finest insurance professional i have ever worked with. Unlike most insurance agents and companies they work for, Yean puts her clients needs first and tailors all her recommendations around those needs and desires. It has been a great experience to work with someone over many years who cares more about my needs than her commission checks.

Venus
Account Executive

MY DEDICATED FINANCIAL CONSULTANT

I appreciate Yan Mei for being prompt in keeping me informed of my policies and updating me on current news/need-to-know. She’s friendly and approachable which makes her stand out from other agents I had dealt with in the past.

Yue Xian
Police Coast Guard

BLESSED TO HAVE YOU

Yean is a professional financial consultant, she reply very fast every time when I look for her and able to provide best advice and suggestions. She strongly understand what I need and she make sure I'm clear about my policy coverage and always share with the new product info. Im very satisfied with her warm service.

Rynne
Pastry Chef

HIGHLY RECOMMENDED

Yean is my family agent. I thank her for her professional services and advice for our family insurance and investment needs. She is very patient and delicate to answer our never-ending questions and she has answer them one by one to clear our doubts.

We’ll definitely recommend my friends and relatives to her if they’ll have financial advise needs.

Shawn
Director

值得我们的信赖

我很感谢Yean这几年来在保险与投资范围内的帮忙。她是一名优秀的保险经纪人,她的专业知识与耐心讲解和资讯的跟进,让我刮目相看。在解说中她都会分享多种案例使我简易的了解到自己需要些什么。她也会尊重我的决定,从不硬推广。至今她已成为我们的家庭保险顾问,关于一家大小的保险事宜,都是她一手包办,让我高枕无忧。我极力向亲戚朋友推荐她的服务,她做事,我放心!

Serene
资深行销总监