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felix hoe, 何泓铮

In Touch

A Monthly Curated Newsletter

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.

Building dignity and purpose to create greater performance and wellbeing

A pandemic, economic volatility and unimaginable pressures are accelerating a re-think of what it takes to build dignity and purpose and work. Never has the concept of organizational purpose been so well understood, the importance of wellbeing so crucial or the need for respect so great.

 
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Five Lessons About Financial Well-Being

Money is power. Power to keep yourself and your family safe, and to make choices with dignity and freedom. Money provides a springboard, a soft landing, and the resources to enjoy life. And as such, money provides the financial underpinning of human thriving.

 
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How do we find dignity at work? | Roy Bahat and Bryn Freedman

 
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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.
 
felix hoe, 何泓铮
 
 
 
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Testimonials and Referral Notes

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Zhi Qin. Teacher

大学时期就已经认识Felix了,他一直是个值得信赖的朋友,因此毕业步入职场后就请他帮忙规划财务。 Felix会耐心倾听我对退休生活的需求,并根据我当下的经济情况,给我介绍适合我的财务配套。他也会认真讲解相关配套的细节,比较不同方案的优劣势,让我可以在最短的时间内了解自己能获得的保障。 不仅如此,他也会分享一些理财观念,并解答我对投资的一些疑惑,让我有所启发。也很感激有他在理财这条道路上的引导,让我对未来的生活充满憧憬。

Rui Yang. Operations Director.

Felix has been providing some relatively good follow-ups to the clients. Although he was new many years back when I decided to purchase several financial products from him, he has picked up fast to provide the necessary information to me. Furthermore, the fact that he has been taking initiative to stay in contact with me is encouraging. I believe that this is one of the most important qualities which a financial advisor needs to possess. Feel free to give a try to his services and I believe that it will benefit you in long term.

Mikefeng Yang. Senior Engineer.

As an advisor, Yeow Chuan is very helpful and willing to share his information to me. More importantly, he will put himself in my shoes, introduces and recommends from my point of view. In term of services, his responses are very fast, remember that I happened to have a claim; I found that he responded to me very fast. He is knowledgeable to answer my questions. In summary, Yeow Chuan as an advisor, he is well and fit to his position for his clients from his professionalism.

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!

Li Chin. Kishen Kumar

A fun and informative night to catch up with Felix and his team. Thank you Felix and APEX for the invitation. Appreciated a lot. Great client focussed on fun with brief introduction information for some product seminar.

Leonardo Alfoncius. Engineer

Felix has been a great consultant who has helped me to plan for my financial goals. He has been providing advice that are not only able to increase my insurance coverage but also to minimise the cost. The detailed analysis that he did for me has helped me greatly to identify the areas where I need to improve on. Furthermore, his professionalism, coupled with his broad knowledge on finance, made me comfortable in every meeting.