Guiding Principles and Tips on Taking Charge of Finances in Our Lives

Aw Yong Wee Wee

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In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

Freedom from the money culture | Lynne Twist | TEDxBerkeley

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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.
Aw Yong Wee Wee

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Testimonials and Referral Notes

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Noraini

Wee wee’s advice to maintain my finance in future years was an eye opener for me to consider once my finance is more stable. She is helpful and friendly 🥰

Calvin

Thank you Wee Wee. I really appreciate all your diligent work, thorough explanations on policy matters, clarify any doubts and questions I have and friendly service to get me properly insured. Great Job!

Tse Chen, Professional

Wee Wee is a patient girl. She explains the required and relevant stuffs suitable for you and guides you objectively. Diligent and honest girl who will definitely be a good lifetime agent for you.

Sue Ing, Singapore Polytechnic Researcher

Wee Wee is always warm, friendly, and professional. We bumped into each other by chance and I am glad to have engaged her as my agent. She regularly updates me about the changes in my policy and other information that might be useful for my financial planning. She also does regular survey and check-in for her clients to learn more about our needs and changes in life so that she can recommend potential solutions for us (but never in a pushy way). Highly recommended her :)

Tan Siong Seng @ Muhammad Hadi Tan

I have known WeeWee for a number of years. She is very caring, patience and always share new insurance packages to me. She always ensure me that I fully understand the products she is sharing. She is very professional and know the insurance products very well. Recently she helped me to submit my claims for my bike accident. At the time I forget some bills to submit, she arranged for me another day to collect from me even for 1 bill. With her knowledge and patience I will recommend my friends to her. She is a asset to the company.

Han Wen

Patient, kind and attentive, Wee Wee does an amazing job to simplify succinctly what the different insurance products are, how we could plan ahead, leverage on the different products available and plan to better cover ourselves. Sparing no effort in advising how one could be adequately covered, Wee Wee does her level best to engage and tailor plans that are best suited and prioritised for your needs. Wee Wee’s affable and debonair personality makes it a joy to work with her. Coupled with her extensive experience in the industry, you can always rely on Wee Wee for sound advice in financial planning and insurance.