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Lee Yi Ni

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A Monthly Curated Newsletter

As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well.

4 Things Mothers in Singapore Should Do to Plan for Their Finances

A 2015 survey showed that 75% of Singaporean mothers surveyed had not even thought about retirement, let alone started planning for it. If you’re spending all your energy running after the kids or making sure they pay attention during tuition, here four things you should not forget to do for your finances.

 
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Mums, pay attention to finances

Financial experts advise that it makes sense for mothers (and just about anyone) to pay attention to their financial affairs. According to the US-based National Centre for Women and Retirement Research, nine out of 10 women will eventually have to manage their finances on their own at some point, due to circumstances ranging from leaving the workforce to care for a family member, to becoming divorced or finding themselves widowed.

 
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Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance

 
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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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Testimonials and Referral Notes

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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.

Stephanie

Yi Ni helped me review my outdated policy and identified gaps in my coverage. Thanks to her expertise, I now have comprehensive protection. Highly recommend her services!

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.

Teacher Carine

Since I first met Yi Ni at age 9, she has consistently shown a caring and sweet personality. Her compassion and concern for those around her are evident. It has been my pleasure to have such a loving and compassionate student.

Rain Mo

Yi Ni has been amazing to work with! She takes the time to understand what I need from my insurance and explain everything in simple terms. What I love most is her dedication to finding the best options for me. I feel like she truly care about my well-being. I'd absolutely recommend Yi Ni to anyone looking for an insurance agent who's reliable but also friendly and caring.

Maheshkumar, Software Engineer

I was feeling lost and confused about insurance in Singapore until I met Yi Ni. She took the time to listen to my concerns and provided me with tailored solutions that fit my budget and needs perfectly. Her friendly demeanour and expertise put me at ease right away.