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felix hoe, 何泓铮

In Touch

A Monthly Curated Newsletter

As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well.

4 Things Mothers in Singapore Should Do to Plan for Their Finances

A 2015 survey showed that 75% of Singaporean mothers surveyed had not even thought about retirement, let alone started planning for it. If you’re spending all your energy running after the kids or making sure they pay attention during tuition, here four things you should not forget to do for your finances.

 
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Mums, pay attention to finances

Financial experts advise that it makes sense for mothers (and just about anyone) to pay attention to their financial affairs. According to the US-based National Centre for Women and Retirement Research, nine out of 10 women will eventually have to manage their finances on their own at some point, due to circumstances ranging from leaving the workforce to care for a family member, to becoming divorced or finding themselves widowed.

 
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Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance

 
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I seek to reach out to people who believe in creating a safe financial environment for 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🙏🏻🙏🏻

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.

Zhi Qin. Teacher

大学时期就已经认识Felix了,他一直是个值得信赖的朋友,因此毕业步入职场后就请他帮忙规划财务。 Felix会耐心倾听我对退休生活的需求,并根据我当下的经济情况,给我介绍适合我的财务配套。他也会认真讲解相关配套的细节,比较不同方案的优劣势,让我可以在最短的时间内了解自己能获得的保障。 不仅如此,他也会分享一些理财观念,并解答我对投资的一些疑惑,让我有所启发。也很感激有他在理财这条道路上的引导,让我对未来的生活充满憧憬。

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.

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.

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!