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felix hoe, 何泓铮

In Touch

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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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🙏🏻🙏🏻

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 😊

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.

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!

Li Chin. Kishen Kumar

A fun and informative night to catch up with Felix and his team. Thank you Felix and APEX for the invitation. Appreciated a lot. Great client focussed on fun with brief introduction information for some product seminar.

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!