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Serene Yeo

In Touch

A Monthly Curated Newsletter

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

At 29 and married for just a month, she found out she had Stage 3.5 lymphoma and fought for her life

One month after her wedding, Kristen Juliet Soh discovered she had advanced lymphoma, a type of blood cancer that affects the body's lymphatic system. She opened up to CNA Women about how she fought for her life, overcame extraordinary trials with her husband, and went on to have two children.

 
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Financial Lessons From Mom That Built A Lasting Legacy

Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.

 
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Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB

 
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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.
 
Serene Yeo
 
 
 
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Testimonials and Referral Notes

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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!