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felix hoe, 何泓铮

In Touch

A Monthly Curated Newsletter

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!

Chinese New Year 2024 - 10 Best Reunion Dinner & Delicious Takeaways!

Elevate your Chinese New Year celebrations in 2024 with the 10 best reunion dinner options in Singapore

 
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Eight Money Resolutions to Consider for a Financially Secure 2024

The article outlines eight financial resolutions for 2024, focusing on evaluating personal finances, practicing the ‘3Ms’ (Measure, Monitor, Manage), starting an emergency fund, budgeting, investing in oneself, paying off high-interest debts, diversifying investments, and establishing a regular savings plan.

 
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The World Ahead 2024: five stories to watch out for

 
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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

Joseph Tan. Engineering Sales Manager

As an investor, Felix is quite knowledgeable with what he had been doing, explaining and proposing to me. He always kept me up-to-date with all the latest events, promotions and products, which allow me to react to the market promptly. If I have any doubts in any aspect regarding his profession, he always gets back to me promptly. Keep it up!

Dawn Ng. Professional Wellness Coach

I am really delighted with Yeow Chuan service. It is warming to work with a financial advisor who is interested in their client’s needs, circumstances & preferences. His professional and ethical advice on financial planning has raised my trust and respect. I will recommend his services whenever possible.

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。

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.

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!