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felix hoe, 何泓铮

In Touch

A Monthly Curated Newsletter

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

Financial Lessons From Mom That Built A Lasting Legacy

Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.

 
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Mother's Love for a Boy

A Mother's love and upbringing can help change the destiny of a child. A story of Thomas Edison that you may not know about.

 
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Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB

 
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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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Guan Soon. Navy Electrical Technician.

Yeow Chuan has been a very thoughtful advisor. I can see the passion in him in his effort towards his job. The way he analyse and handle his clients makes me feel comfortable when we discuss about certain plans or policy. I don’t really feel like he is only an advisor but also a friend who helps his client to his best efforts. Thanks for your helpful advices and help given to me.

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.

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.

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!

Kris Sun. Nutritionist, Yoga Teacher

Felix是我在听了Apex的一个线上退休规划后认识的。 他非常细心,也耐心地解答了我的一些退休规划上的疑惑。 之后两次的meeting与更多的了解后,Felix在专业的角度上给我剖析出我需要的理财规划,最终我做了两份理财规划。他的知识面及负责任方面颇为满意。感恩有你🙏🏻🙏🏻

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!