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Lee Yi Ni

In Touch

A Monthly Curated Newsletter

As families navigate the challenges of exam season, it's important to foster resilience, support growth, and nurture well-being. These insights explore how to create a balanced, supportive environment for children, helping them thrive academically, emotionally, and financially.

Empowering Parents: Supporting Your Child Through Exam Season

The article offers tips for parents on how to emotionally and practically support their children during exam periods, focusing on communication, stress management, and positive reinforcement.

 
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How to Make and Keep a Family Budget

This guide provides practical steps for creating and maintaining a family budget, highlighting the importance of tracking expenses, setting goals, and sticking to a budget for long-term financial stability.

 
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Financial Literacy & The Social Media Generation

 
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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.
 
Lee Yi Ni
 
 
 
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Testimonials and Referral Notes

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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.

Keegan

As someone who's accident-prone, injury expenses can really add up. Thanks to Yi Ni's recommendations, I found a perfect plan for someone like me! Her guidance simplified the process and gave me valuable insights into student insurance options, which is a huge relief for someone as prone to accidents as I am!

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.

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.

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.

Tran (Scientist)

I am extremely grateful to Yi Ni for her exceptional service in reviewing my outdated insurance policy. She conducted a thorough assessment and quickly identified gaps in my coverage that I had overlooked. Her clear explanations and personalized recommendations made the process easy to understand and gave me the confidence I needed to make the right decisions for my protection. I highly recommend her to anyone looking for knowledgeable and trustworthy insurance advice!