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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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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!

Alexander

Yi Ni took the time to go over my portfolio with me, explaining everything in a way that I could understand. She also advised me on the available options based on my current situation. Not just that, she also did up a summary for my insurance polices!

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.

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!

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.

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!