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Yvonne Ho Pei San

In Touch

A Monthly Curated Newsletter

As we embrace 2024, discover essential insights for a prosperous journey ahead. Explore key financial strategies and economic trends aligning with the Dragon Year's promise of prosperity. Immerse in the cultural vibrancy of the Lunar New Year celebrations. I hope this issue with its blend of wisdom and practical advice equips you to navigate the opportunities and challenges ahead with confidence. Together, let's ride the Dragon!

Chinese New Year 2024 - 10 Best Reunion Dinner & Delicious Takeaways!

Elevate your Chinese New Year celebrations in 2024 with the 10 best reunion dinner options in Singapore

 
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Eight Money Resolutions to Consider for a Financially Secure 2024

The article outlines eight financial resolutions for 2024, focusing on evaluating personal finances, practicing the ‘3Ms’ (Measure, Monitor, Manage), starting an emergency fund, budgeting, investing in oneself, paying off high-interest debts, diversifying investments, and establishing a regular savings plan.

 
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The World Ahead 2024: five stories to watch out for

 
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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.
 
Yvonne Ho Pei San
 
 
 
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DISCLAIMER

This is not an official AIA newsletter. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.

© Yvonne Ho Pei San, All rights reserved.

Testimonials and Referral Notes

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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.