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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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Yu Hau. Senior Project Manager

Felix shows great interest and enthusiasm in his works. On top of providing his advise and knowledge at his level best, he would provide additional steps/ services to aid me to better understanding my portfolio, though seems to be small gestures, it greatly helps in self-assess at holistic manner. Straight forward, openness is among traits of Felix that make him approachable and responsive to ideas and questions. On personal level, Felix portrayed as an individual whom constantly improving himself and widening his knowledge

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.

Khan Tee. Retail Supervisor

我認识Felix Hoe只有几个月,但是我的感觉他是我家的小弟,待人有礼。 我询问的每个问题都细心,用心,耐心地说明让我受益匪浅。介绍了一项很有回报率的基金,后来我也有买,结果拿到很高的股息。 谢谢他的付出,他的敬业与乐业的精神。让我佩服他,他是一位优秀的财务顾问。 衷心的祝福他锦绣前程,生活愉快。 加油吧,小伙子!我永远支持您! 你的眼界决定你的世界!

Yong Yiah & Geok Lian. Biz Owner

我是Mdm Teo,我是从报张上认识Felix 的,本来不想联系他但是我还是坚持打电话给他,我不想联系那些投资者是因为我不想浪费双方面的时间,因为我已经有足够的保单了。 最后我决定联系他,没想到是跟我约一个时间他就解释他的保单的详情给我知道,没想到他解释到很清楚给我,从中才决定跟他买下两份保单。 在此我很感谢Felix,之后我还有很多不明白的问题他都抽空帮我,感谢🙏您。我也是有很多位经济人都没办法解释给我听讲到一头雾水。

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.

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.