Planning Ahead

Lee Yi Ni

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A Monthly Curated Newsletter

We live in three distinct timeframes - the Past, the Present, and the Future. Many times, we tend to live and make decisions based on what gives us immediate gratification, and often to our detriment. Despite not knowing what tomorrow will bring, planning ahead removes uncertainty and provides clarity to our lives. In this issue, I have included articles that I hope will inspire you to take actions that your future self will thank you for.

Planning Ahead Is the Key to Living With More Spontaneity

Scheduling spontaneity doesn't lessen the joy of spontaneity; it enables it. You still have the freedom to do whatever strikes you in the moment - even more so because you know that's exactly what you intended to do.

10 Reasons To Start Christmas Planning Early

With a bit of forethought, there's no reason it needs to be quite as nerve-wracking or frustrating as often the days leading up to the holidays are. So, in case you're not entirely convinced of the benefits that early preparedness brings, let's take a look at the 10 reasons to start Christmas planning early.

What are the chances?

We can't predict the future, but we can plan for it. But why does this even matter? Meet some ordinary people thinking about these things.

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Proudly Brought to You 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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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.

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!

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!

Sher Ley

I wanted to drop you a quick note to say thanks for being such an awesome insurance agent. Your knowledge and dedication have made a big difference in my life, and I'm super grateful. You've made the whole insurance thing way less confusing and always had my back.

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!

Hsieh Min Zong, Director of Manufacturing

Despite her young age, Yi Ni displayed impressive knowledge and dedication in tailoring a perfect retirement plan for me. She went above and beyond by reviewing and optimizing my existing insurance portfolio. Yi Ni's personalized approach, attention to detail, and commitment to client satisfaction make her an invaluable asset in the insurance industry. I wholeheartedly recommend Yi Ni for anyone seeking expert guidance in securing their financial future.