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felix hoe, 何泓铮

In Touch

A Monthly Curated Newsletter

When the going gets rough, it can at times be easy to lose sight of what we set out to attain in our lives, be it in our personal endeavours, work or finances. The process of going & pushing through such situations may not be most comfortable, but persevering and talking about how to handle them is necessary. These are perspectives I found useful and inspiring. I hope this gives you hope.

These 7 Qualities Lead To Perseverance When Faced With Adversity

Like the ability to find meaning, to be vulnerable, connect & ask for help, having a supportive relationship with oneself, being able to surrender and trust in the face of uncertainty, having a sense of humour, mental calmness even in times of difficulty, and the ability to cultivate perspective and gratitude.

 
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Grit: Perseverance and Personal Finance

Saving money and making continual progress toward financial goals seems like it is just plain easy for some people. Is this is because they have a mind for finances, or they are talented with money?

 
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Bear Cub’s Perseverance Proves That You Only Fail When You Stop Trying

 
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I seek to reach out to people who care about creating a safe financial environment for their loved ones. Let me know if I can get to help someone you know or care about. Please do not keep me a secret. Cheers.
 
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.

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!

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!

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.

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 😊

Khan Tee. Retail Supervisor

我認识Felix Hoe只有几个月,但是我的感觉他是我家的小弟,待人有礼。 我询问的每个问题都细心,用心,耐心地说明让我受益匪浅。介绍了一项很有回报率的基金,后来我也有买,结果拿到很高的股息。 谢谢他的付出,他的敬业与乐业的精神。让我佩服他,他是一位优秀的财务顾问。 衷心的祝福他锦绣前程,生活愉快。 加油吧,小伙子!我永远支持您! 你的眼界决定你的世界!