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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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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.

Dulshanka de Silva - System Analyst

I've been working with WeeWee as my insurance agent and financial adviser for over a year now, and it's been a great experience. She's friendly, approachable and always ready to help. Her advice has been invaluable in guiding me toward the right investment choices that align with my needs and goals. I truly appreciate her dedication, professionalism and I’d highly recommend her to anyone looking for a trustworthy and knowledgeable financial adviser.

Neow Bo Kai, Nus Computer Engineering Student

If you need someone is genuinely cares for your well being, Wee Wee is definitely someone you should get to know! She has taught me a lot about the financial world and has been very open about sharing tips on how to put my money to good use. Diligent and honest, Wee Wee is definitely who would work hard to help you!

Christy

Wee Wee is very committed in her work. She takes extra effort to explain and update me the changes in my policy. Grateful to have you in supporting my insurance plan. Thanks for the extra effort and generousity in advising my queries and showing me what I can be prepared for my life plan. Namaste!

Kern Yue, Student

Wee Wee was very helpful. I was lost on how to plan my finances, but not any more. She has provided a lot of useful insight into financial planning. She also patiently re-explain my policy to me every time i forget about the details. Lastly, you will be able to tell that she genuinely cares about your well- beings. It is great to have such a knowledgeable and sincere consultant like Wee Wee by your side :)

Sheng Yi, Regional Insides Sales Rep, Perx Technologies

Wee Wee has helped me a lot in financial planning, explained every single details, answered all my questions responsively and kept me update on the status. I never feel forced to make commitment, as she knows how to stand from the point of view of client. She is sympathetic, friendly and professional, do approach her if you need any financial advise!