View this email in your browser

felix hoe, 何泓铮

In Touch

A Monthly Curated Newsletter

In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together.

2024 Financial Goals: 5 Resolutions to Avoid

Kay Dee Cole advises avoiding vague or overly ambitious financial resolutions for 2024, emphasizing realistic, value-aligned goal setting.

 
read more
 

5 Reasons You Should Create Reflection Rituals At The End Of The Year

Danielle Anson discusses the benefits of end-of-year reflection for personal growth, healing, and setting future intentions.

 
read more
 

The Habit That Could Improve Your Career | Paul Catchlove | TED

 
view video
 
 
Proudly Brought to You
 
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
 
 
 
WhatsApp Me
-
unsubscribe
You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above.

© felix hoe, 何泓铮, All rights reserved.

Testimonials and Referral Notes

View the full list

Shayne Chan. Business Support Executive

Yeow Chuan, he really is the most responsive insurance agent that I met so far. He will try his best to suit my current financial needs and provide me a good idea and plan for my policies. He will dropped me a message to inform if he out of town to make sure his client still can reach him on time. He is very responsible and positive person. He really is a good financial planner for me and I trust him until I reach my life goal.

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!

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.

Adam Koh & Iris Xiao. Ex-Business Owner, Retiree

机缘巧合,在我们计划做一些家庭安排的时候遇到你,你给予了我们非常专业的指导和细致耐心的讲解与服务,不仅让我们学习到了必备的知识也解决了很多一直以来我们的疑惑,让我们接下来的家庭安排有了专业的保障。 感恩遇见,也希望有你作为我们的家庭财务顾问,让我们以后的经济生活稳定无忧。 谢谢你!🙏❤😊

Ming Li. Management Executive

Yeow Chuan is well prepared for our review every time and he always provide his excellent service and share the knowledge with me. I am grateful with his service and choose him as my financial consultant. Hope we can improve and grow together along the way.

Yu Hau. Senior Project Manager

Felix shows great interest and enthusiasm in his works. On top of providing his advise and knowledge at his level best, he would provide additional steps/ services to aid me to better understanding my portfolio, though seems to be small gestures, it greatly helps in self-assess at holistic manner. Straight forward, openness is among traits of Felix that make him approachable and responsive to ideas and questions. On personal level, Felix portrayed as an individual whom constantly improving himself and widening his knowledge