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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.

 
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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.

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

 
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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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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 😊

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。

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.

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.

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.

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.