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Lee Yi Ni

In Touch

A Monthly Curated Newsletter

In an environment of rising inflation and uncertainties in global geo-political climate, almost no one is spared from the economic consequences of the day. It is therefore more important than ever to be intentional and mindful in how we manage our finances in our daily living. Here, I have put together some resources which you can tap on to help you gain a better insight on how you can be more savvy with your money.

Inflation woes? We crowdsourced 9 grocery-shopping tips from aunties

Feeling the pinch? Here's a list of simple hacks when you're out shopping for essentials.

 
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How To Create a Personal Budget in 6 Steps

Budgeting allows you to effectively track and manage your income so you can control how much you spend and save. Use the following steps to create and manage a successful budget

 
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JAPANESE MONEY SAVINGS TIPS - Kakeh - Shsei

 
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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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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.

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!

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.

Patricia

I’m glad that I decided to meet up with Yi Ni to discuss my insurance coverage, if not I would not have known that I was underinsured! She was able to devise a plan that suits my needs (critical illness, hospitalisation and accident) and is within my financial capabilities, not to mention that she went an extra mile to prepare a PPT to help me visualise things better. I definitely feel more confident about my coverage now and would totally recommend her services 👍🏽

Kai Xuan

As someone that is not interested in financial plans, Yini did a great job in catching my attention. Her slides are eye-catching and concise at the same time. All information were also clearly transmitted to me. During the meet up, I was never confused about anything, which makes me want to know more about the other plans. Really appreciate all the efforts she had put in to explain the plans to me! Would definitely recommend her to my friends if they need a financial consultant!☺️

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!