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Serene Yeo

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
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I seek to reach out to people who believe in creating a safe financial environment for 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.
 
Serene Yeo
 
 
 
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WhatsApp me at +65 82880267   
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Testimonials and Referral Notes

View the full list

Low Bee Wong

有一天Serene到访我家,她给我的感觉是亲切和乐于助人。 刚好我也在寻找经济人帮我孩子买保险,就和她联系了。 她很友善,也很有责任感,很快就做好了。 如果您们想找保险或是投资顾问,推荐您们可以联系她。 美云

Areta Chai, Joshua Lean, Chef

It has always been messy and a headache for me to understand insurance, with all the numbers, professionak terms, and such.. Whenever someone talks to me in numbers, my brain just instantly shuts off like how my Lenovo worktop does to me. However surprisingly even to myself when Serene explains to me about my policies, it is simple, clean and neat like how my room is supposed to be. A very down to earth, and trustworthy agent I have ever met believe not. I’m glad I found you, and thank you for having the patience towards me. Stay safe and healthy for now!

Shimah Kaur, Admin Executive, Shipping

Serene is a very friendly lady and she listened to my experiences on how I was handled by previous agents for insurance and investments. She showed sympathy and advised me accordingly by sharing her own experiences. She is very patient and understanding to my tedious work timings when trying to arrange a time to discuss. She is very supportive and dedicated to explain all the benefits in details and ensures that I understand what she is trying to explain. Her genuine personality won me over. Thank you for everything! #unicornlovers

Yvonne Parma, Shipping Officer

The first time I met Serene was during a roadshow nearby my office. She is very friendly and took time to understand my financial needs. She explained clearly and patiently. She follows up in a timely manner and is really passionate to build trust and relationship with us. When we had our first newborn she patiently and thoroughly explained which insurance best suited for us. Highly recommended if you need a financial consultant!👍

Fazil, Business owner

I’ve had my fair share of insurance agents - supporting schoolmates, colleagues, relatives when they started, and having to shift my policies from one agent to another when they quit. Most of time you lose track of who is whom. When I met Serene she was dedicated and showed real concern, listening to my medical and retirement needs before customizing the best coverage according to my budget. She checks in often and her pleasant personality is an added bonus. She is now not only my #1 insurance agent but also a friend who responds to any of my concerns, in record time!

Ivy T , Business owner of lovengold

Serene is always very prompt in her follow ups and very detailed in her explanations. She prepares a very comprehensive products comparison so that I clearly know what I am getting and checks the fine prints to clear any doubts that I have and make sure that I understood the limitations on every policy. She readily addresses my concerns and is very forthcoming to share her experience and knowledge. Serene is a sincere person who truly cares about her clients. Thank you for always thinking of my boy!