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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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felix hoe, 何泓铮
 
 
 
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Testimonials and Referral Notes

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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.

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!

Chun Heng. Research Assistant

Yeow Chuan is a nice and approachable person. He is very patient when explaining policy to me. I can tell his passion on his job. He likes to interact / communicate with people. He is knowledgeable regarding to financial issues and likes to share with people. I can tell that he is responsible to his client as he always let us know he is going overseas or something.

Li Chin. Senior Executive Secretary in CEO's office

Felix called to introduce himself after one of webinars I attended to share more about his company and available services. Felix is knowledgeable, attentive and thoughtful during each of our meetings to understand my financial concerns. To be frank, after two meetings I still didn’t understand everything but one thing was very clear - by proper forward planning, his proposal of retirement plan is able to give me the financial security that I had been seeking and he can help to obtain more comprehensive insurance coverage with lower costs (the insurance premium would be reduced by approximately 50%). This will give me the ability to organise and control my fiscal life and may enable me to retire earlier than I thought. Felix is always patient and friendly to address whenever I called in with questions and concerns. This is important in today’s busy climate and impersonal service. I appreciate the services I get from Felix. Thank you.

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.

Remempher. Service Engineer

I knew Felix through a mutual friend. They both introduced me to investing and how to manage my finances properly. Felix has taught me on how to make my money work harder for me through investing. With his detailed analysis of my finances i have gained insights on my spending habits which i have not realized i was doing harm to my future self and my family as well. His professionalism and wide knowledge about finance has led me to put my trust in him to manage my investment. I am happy with the results even during this trying times, my portfolio is doing well.