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felix hoe, 何泓铮

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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.
 
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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.

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.

Feng Yuan. Aircraft Maintenance License Engineer. Serena Tan. Teacher.

Felix has been a great agent who is willing to go the extra mile to explain the policy which the client does not really understand. He considers the needs of the client and gives appropriate advice to maximize the client investment. All in all, if the client has any doubt, just approach him and he will give the best advice to the client’s needs. Felix is an approachable insurance agent who responds promptly to questions raised to the best of his ability. He does not hard-sell his policies, unlike some insurance agents in the market. He respects his clients’ decisions and needs, and recommends the best policy/policies. He also ensures that his clients understands the policy completely and is patient in his explanation.

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.

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.

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.