View this email in your browser

Yvonne Ho Pei San

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
 
Proudly Brought to You
 
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.
 
Yvonne Ho Pei San
 
 
 
-
WhatsApp me at +65 96330349   
-
unsubscribe
You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above.

© Yvonne Ho Pei San, All rights reserved.

Testimonials and Referral Notes

View the full list

Ximenez Soh, Interior Designer

Yvonne is very patient & makes the conversation comfortable to go through. She is also very understanding & helpful to recommend plans that suit my current situation and go through them clearly. She is also very dedicated and follows up often, never being pushy in any point of time. :)

Luis Miguel Milleza

Yvonne was very thorough and informative with her recommendations and advice. Especially now that I have just entered the workforce, I had felt that I had the financial capacity to get myself covered more comprehensively. She was able to strictly adhere to my budget without comprising on my concerns and overall coverage. Thank you Yvonne for guiding me in my journey to adulthood!

Sherney Song

Yvonne is very patient and helpful, she is reliable and trustworthy, She patiently explain the benefits of the policies that suit me and although I have considered a few times whether to purchase the policy with her. Due to her friendliness and diligent person, I definitely will recommend my friends and families to Yvonne for insurance.

Tan Yiting

Yvonne is very patient and I feel comfortable with her. She is very informative and knowledgeable. And she is very sincere.

Wee Chuan, Engineer

Yvonne is very patient and informative financial planner. She will listen carefully to my needs and recommend the plan accordingly. Besides that, she also follows up closely after sales to make sure the policy I bought suits my expectation. She is also very dedicated and hardworking. She will help to tidy and list up all the financial commitment and make sure I am comfortable with the premium before buying any policy. All in all, it is a pleasant experience and glad to have her as my financial planner.

Shawn Bernhard, Analyst

I had a wonderful experience working with Yvonne for my financial planning needs. I was initially hesitant as I had encountered pushy agents before, but Yvonne was nothing like that. She patiently listened to my needs and provided me with customised solutions. She explained everything to me in detail and helped me gain a good understanding of financial planning. Her recommendations were tailored to my specific situation and wants, and she was never pushy or forceful with her suggestions.