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felix hoe, 何泓铮

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.
 
felix hoe, 何泓铮
 
 
 
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Testimonials and Referral Notes

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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.

Soon Perng. Tuition Teacher

I met Felix at 10th Jan for a career coaching session. During the process, I’m instructed to answer a questionnaire first, then after that he analyzed what my characteristics are. He analyzed my strengths and weaknesses and was able to let me do a better self-reflection on myself. Because of this I have a better understanding at what I excel at and I’m able to know which career path is tailored to my characteristics. I deeply appreciate him for this wonderful self-discovery career coaching session.

Jian Xian. Financial Service Consultant

I have known Felix for about 1.5 years and it was enjoyable working with him while during his time at AIA. He has formulated many great pitches for each product category and is very selfless in sharing. When we faced any difficulties he will always be there to share his input and offer solutions on how to solve them. He is also a great career coach when one is looking to embark on a career in financial advisory. He has a wealth of experience in both tied agency and financial advisory firm. He shows the pros and cons of what a tied agency does and what a financial advisory firm can offer. Felix has guided me in my career decision moving forward and encourages me to pursue them. Felix is the go to person to speak to when you are fresh out in the workforce looking to embark on a new career or considering a mid career switch.

Qi Hua. R&D Mechanical Engineer

Felix is one of the best financial advisors I had met. He has helped me better plan for my financial goals with detail analysis on the pros & cons on my financial planning, which in turn help me better understand the areas I need to improve on. Furthermore, Felix is highly professional, ethical and knowledgeable on what he is doing, is always nice talking and learning financial knowledge from him. I would highly recommend his services to people who wish to achieve their financial goals and also had better understanding on financial planning.

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.

Eunice. Executive Marketing Analyst

Felix keep up his service I have experienced. He is professional, honest and clarity without hiding anything. I always recommed him to anyone I know when they are in need of any financial planning matters. With his knowledgeable skills, I manage to enhance my well-being for my future. I assured you will not only attain a better wealth planning but will get a friend for life 😊