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Aw Yong Wee Wee

In Touch

A Monthly Curated Newsletter

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.

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

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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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.
 
Aw Yong Wee Wee
 
 
 
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Testimonials and Referral Notes

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Cheong Kum Seng

“Attitude, knowledge and a genuine interest is what it takes to be the best professional Financial Adviser”. At least that is what I believed. Wee Wee had all of the above and basically is more than what a Financial Adviser should have. Her dedication to clients, the guideline provided and the experience that she have shared give clients a better understanding about the theme “planning”, and “investment”, it really enlightened to those people that have a misconception about investment as well as insurance From the conversation that we had, I understand more about the “Dollar Cost Average”, how important to save now rather than later for retirement, and how to plan your insurance to protect your loved one. Wee Wee can help us to broaden our knowledge in various financial product and she can even went through the extra miles to guide you through for every single hesitation that you have in mind I would strongly recommend Wee Wee to anyone that want to achieve a better financial status for their retirement.

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 :)

Sin Poh

A very good mentor to depend on for financial advice!

Hagios

It has been really pleasant working with Wee Wee knowing that I'm in good hands :) she's really passionate about her job and is patient and detailed with her explanations! Thank you Wee Wee, really happy to have met you!!

Christopher, Senior Manager, Sm & Re

I’ve known Wee Wee for almost 4 years now and in that time I have always found her to be very efficient, knowledgeable and professional. What I appreciate most though is how honest, attentive, and patient she is in all our interactions. She’s always patiently re-explaining my policies to me! :) You can’t go wrong with Wee Wee, would highly recommend her if you are looking for an agent who has your best interest at heart.

Willcyn, Researcher

I had a good sharing session with Wee Wee today. At first, I was a bit reluctant for it since I was not keen to add more insurance policy to my existing plans. Despite knowing this, Wee Wee still listened attentively to my concerns and kindly provided her advice. Moreover, she managed to identify an important area in my insurance portfolio that was lacking. Overall, I am satisfied and I would like to recommend her as your financial planner.