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Lee Yi Ni

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
 
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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.
 
Lee Yi Ni
 
 
 
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WhatsApp me at +65 82838028   
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Testimonials and Referral Notes

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Hsieh Min Zong, Director of Manufacturing

Despite her young age, Yi Ni displayed impressive knowledge and dedication in tailoring a perfect retirement plan for me. She went above and beyond by reviewing and optimizing my existing insurance portfolio. Yi Ni's personalized approach, attention to detail, and commitment to client satisfaction make her an invaluable asset in the insurance industry. I wholeheartedly recommend Yi Ni for anyone seeking expert guidance in securing their financial future.

Jerminson

As someone who values family above all else, I wanted to make sure I had the right protection in case of unexpected accidents. Yi Ni made the entire process of getting an accident insurance plan so straightforward and stress-free. She took the time to explain all the options and helped me choose a plan that offered comprehensive coverage. Knowing I have this plan in place gives me peace of mind, not just for myself but for my loved ones as well. I highly recommend Yi Ni for anyone looking for reliable and caring insurance services.

Hazel

She helped me understand my insurance stuff in simple terms, so I didn't feel lost anymore. With her help, I feel like I know what's going on with my money and what to do next. She's super professional and really cares about helping people.

Alfred

I feel that Yi Ni is a very responsible and knowledgeable agent as she made sure I knew and understood what kind of plan I was signing. She was also able to answer the different questions that I asked her. What I like about Yi Ni’s services is that she’s very concise yet detailed with the things she shares. She’s also very responsive; for instance, I thought of a question in the middle of the night, and she replied and cleared my doubt. Yi Ni is a responsible and trustworthy agent that I can trust my money and health with.

Filia Lee

Yini has been my closest friend since my secondary school days and she is someone I keep very close to my heart. She is the kindest and most thoughtful person I ever known. She is always ready to lend anyone a helping hand if needed and she would always make me feel so comfortable around her! Yini is a reliable financial consultant with great knowledge of financial planning and she would be the first person I would find for advice!

Grace Chin, Paralegals

It was a joy to have Yi Ni as my Financial Consultant. She has a pleasant personality and is attentive and patient in listening. With her clear explanation and good recommendations, I managed to find plans which are suitable for my needs as well as comfortable for my budget.