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felix hoe, 何泓铮

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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.
 
felix hoe, 何泓铮
 
 
 
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Testimonials and Referral Notes

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Made Surya. Visual Media Content Producer. Ratu. Administrator in Indonesian Embassy in Singapore

My wife and I are very fortunate to have Felix as our financial advisor. He gives us valuable financial advises and recommends great financial products that are well suited to our needs. His deep knowledge and experience give us assurance that he will advise us properly. Oftentimes, If I have any question related to my insurance, he will always be ready to help and answer. We can be sure that Felix will always put our well being and benefit as priority. He is very kind, smart, friendly, patient and caring. We would highly recommend him to anybody who’s looking for financial or insurance advisor to guide them for a better future.

Kris Sun. Nutritionist, Yoga Teacher

Felix是我在听了Apex的一个线上退休规划后认识的。 他非常细心,也耐心地解答了我的一些退休规划上的疑惑。 之后两次的meeting与更多的了解后,Felix在专业的角度上给我剖析出我需要的理财规划,最终我做了两份理财规划。他的知识面及负责任方面颇为满意。感恩有你🙏🏻🙏🏻

Desmond Soh. Financial Services Manager

Felix is a born leader. I knew him since 2008 back in NTU. I had the opportunities to understand him in a deeper level. He is meticulous and yet ambitious and visionary. His ideas always standout from the peers and bring new perspective to everyone around. When I graduated from NTU, he naturally become my financial consultant, as he earned the trust among our circle. Although the trust is there, he didn't approach me by product-oriented way. Instead, he shared a broad spectrum of financial knowledge - from the big picture of investment to the details of each financial planning. And even after I became his client, he made his promise to review my financial portfolio every single year without failure. I felt every session with him was well spent, I was either motivated by his positivity or loaded with his insightful knowledge. I couldn't be where I am today if not because of him. He brought me into FA career and showed me the possibilities. The initial year when he wasn't holding any leader position yet, he still involve in my development and training process. He ensured I know what I were doing, and why I would do certain things. He would also share tips and tricks with me especially when come communication with clients/prospects. I learnt a lot from him not only in terms of financial knowledge, but also the different perspective towards common things. He always inspires people for the better, and encourages people to bring up their best form. I would recommend Felix if you're determined to success, and want to make a breakthrough!

Feng Yuan. Aircraft Maintenance License Engineer. Serena Tan. Teacher.

Felix has been a great agent who is willing to go the extra mile to explain the policy which the client does not really understand. He considers the needs of the client and gives appropriate advice to maximize the client investment. All in all, if the client has any doubt, just approach him and he will give the best advice to the client’s needs. Felix is an approachable insurance agent who responds promptly to questions raised to the best of his ability. He does not hard-sell his policies, unlike some insurance agents in the market. He respects his clients’ decisions and needs, and recommends the best policy/policies. He also ensures that his clients understands the policy completely and is patient in his explanation.

Eugene Yeap. Singapore Navy Force

Yeow Chuan is a person who encourage people to do saving for future use. Through the financial planning process with him, it is easy to understand what the whole insurance all about. He is a very friendly person to ask for help if unable to understand any of the topics in term of financial services or life.

Ming Li. Management Executive

Yeow Chuan is well prepared for our review every time and he always provide his excellent service and share the knowledge with me. I am grateful with his service and choose him as my financial consultant. Hope we can improve and grow together along the way.