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Lee Yi Ni

In Touch

A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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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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Vicki Cheah, Purchaser

I'm thrilled to express my appreciation for Yi Ni, who started as an intern under my guidance and has now become an exceptional insurance agent. Witnessing her professional growth has been truly rewarding. Yi Ni's deep understanding of my unique needs shone through as she expertly guided me to a comprehensive insurance plan that prioritizes women's health. Her dedication and expertise made the entire process effortless. I now feel confident and secure with a tailored insurance plan that aligns perfectly with my well-being. Kudos to Yi Ni for not only being a fantastic intern but also for evolving into an outstanding insurance agent, delivering exceptional service!

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.

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!

Florence Tan, Finance Department

I am extremely grateful for the exceptional service provided by my insurance agent, Yi Ni. She conducted a thorough review of my current insurance portfolio, offering valuable insights and guidance. Yi Ni's professionalism and expertise were evident as she directed me on the necessary steps to enhance my coverage. I highly appreciate her holistic approach and would confidently recommend her to anyone seeking a knowledgeable and dedicated insurance advisor.

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.

Jian Teck

Had an insightful conversation with Yi Ni during our first meeting! She genuinely listened to me and made me feel heard. Her attentiveness and understanding left a great impression, and I look forward to working with her in the future!