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Lee Yi Ni

In Touch

A Monthly Curated Newsletter

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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19 Personal Finance Tips You Were Never Taught—but Need to Know

We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest.

 
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Financial Advice From KIDS

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Lee Yi Ni
 
 
 
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Testimonials and Referral Notes

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Thiru

I am extremely fortunate to have met Yi Ni during my company's insurance lunch talk. She took the extra effort in reviewing my current policies and did a thorough assessment and identified the potential gaps. Her recommendations and explainations in layman term's gave me the confidence to move forward with her. I would definitely recommend her to anyone in need of exceptional financial assistance! Thanks Yi Ni and greatly appreciate all your assistance!

Hui Ee

A thoughtful person who genuinely cares, patiently explaining the details of insurance without pressuring you. Her focus is on understanding your needs and recommending the best options, ensuring you're informed and confident in making the right choice.

Gerlyn, Student

Yi Ni is a caring and approachable person when I first knew her. After I found out that she’s a financial advisor and that I needed one, I immediately thought of seeking her consult. She was very detailed in her explanations and never failed to clarify my doubts. I am glad that I found a new friend and an advisor that I can trust!

Francis

I hate insurance agents... but Yi Ni's dedication changed my perspective. Despite my doubts, I decided to give her a chance. I also asked Yi Ni to help me with my travel insurance, and her expertise has been invaluable in finding the right solutions for me.

Andrea Lye

I have known Yi Ni for many years since our secondary school days. She has been a great help when it comes to financial literacy and helping me to understand the basics of financial planning.

Juliyah

Yi Ni went above and beyond in helping me understand my investment portfolio. She broke down each aspect into easy-to-understand terms, giving me clear advice on where to invest based on my goals and situation. With her guidance, I feel more confident in managing my investments and planning for the future. She's patient, knowledgeable, and truly cares about her clients' financial well-being.