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felix hoe, 何泓铮

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A Monthly Curated Newsletter

In an environment of rising inflation and uncertainties in global geo-political climate, almost no one is spared from the economic consequences of the day. It is therefore more important than ever to be intentional and mindful in how we manage our finances in our daily living. Here, I have put together some resources which you can tap on to help you gain a better insight on how you can be more savvy with your money.

Inflation woes? We crowdsourced 9 grocery-shopping tips from aunties

Feeling the pinch? Here's a list of simple hacks when you're out shopping for essentials.

 
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How To Create a Personal Budget in 6 Steps

Budgeting allows you to effectively track and manage your income so you can control how much you spend and save. Use the following steps to create and manage a successful budget

 
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JAPANESE MONEY SAVINGS TIPS - Kakeh - Shsei

 
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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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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.

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 😊

Made Surya. Visual Media Content Producer. Ratu. Administrator in Indonesian Embassy in Singapore

My wife and I are very fortunate to have Felix as our financial advisor. He gives us valuable financial advises and recommends great financial products that are well suited to our needs. His deep knowledge and experience give us assurance that he will advise us properly. Oftentimes, If I have any question related to my insurance, he will always be ready to help and answer. We can be sure that Felix will always put our well being and benefit as priority. He is very kind, smart, friendly, patient and caring. We would highly recommend him to anybody who’s looking for financial or insurance advisor to guide them for a better future.

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.

Leonardo Alfoncius. Engineer

Felix has been a great consultant who has helped me to plan for my financial goals. He has been providing advice that are not only able to increase my insurance coverage but also to minimise the cost. The detailed analysis that he did for me has helped me greatly to identify the areas where I need to improve on. Furthermore, his professionalism, coupled with his broad knowledge on finance, made me comfortable in every meeting.

Yeo Ann Woon. Director

Overall, Felix is a very good insurance representative. He is very proactive and hardworking when come to business opportunity. He share with me and suggest to me which insurance plans is good to me and my family. He is knowledgeable and always there for me when I need some advice about insurance. He is responsible and always informed me few days before he is away from Singapore. He shares with me his dream in terms of career and life. I believe that he definitely can achieve his goal if the momentum keeps going on!