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felix hoe, 何泓铮

In Touch

A Monthly Curated Newsletter

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

Retirement Date Risk And Sequence Of Returns

Sequence of returns risk is a commonly cited risk for retirees, but an accumulator also faces sequence of returns risk in the form of retirement date risk!

 
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Key to retirement planning: Don't panic

It can be hard to live within your means after retiring, so make your extra funds work harder.

 
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Children and Retirement

 
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felix hoe, 何泓铮
 
 
 
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Testimonials and Referral Notes

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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.

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.

Chun Heng. Research Assistant

Yeow Chuan is a nice and approachable person. He is very patient when explaining policy to me. I can tell his passion on his job. He likes to interact / communicate with people. He is knowledgeable regarding to financial issues and likes to share with people. I can tell that he is responsible to his client as he always let us know he is going overseas or something.

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.

Yeo Ann Woon. Director

Overall, Felix is a very good insurance representative. He is very proactive and hardworking when come to business opportunity. He share with me and suggest to me which insurance plans is good to me and my family. He is knowledgeable and always there for me when I need some advice about insurance. He is responsible and always informed me few days before he is away from Singapore. He shares with me his dream in terms of career and life. I believe that he definitely can achieve his goal if the momentum keeps going on!

Qi Hua. R&D Mechanical Engineer

Felix is one of the best financial advisors I had met. He has helped me better plan for my financial goals with detail analysis on the pros & cons on my financial planning, which in turn help me better understand the areas I need to improve on. Furthermore, Felix is highly professional, ethical and knowledgeable on what he is doing, is always nice talking and learning financial knowledge from him. I would highly recommend his services to people who wish to achieve their financial goals and also had better understanding on financial planning.