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Yvonne Ho Pei San

In Touch

A Monthly Curated Newsletter

As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well.

4 Things Mothers in Singapore Should Do to Plan for Their Finances

A 2015 survey showed that 75% of Singaporean mothers surveyed had not even thought about retirement, let alone started planning for it. If you’re spending all your energy running after the kids or making sure they pay attention during tuition, here four things you should not forget to do for your finances.

 
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Mums, pay attention to finances

Financial experts advise that it makes sense for mothers (and just about anyone) to pay attention to their financial affairs. According to the US-based National Centre for Women and Retirement Research, nine out of 10 women will eventually have to manage their finances on their own at some point, due to circumstances ranging from leaving the workforce to care for a family member, to becoming divorced or finding themselves widowed.

 
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Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance

 
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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.
 
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.