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Lee Yi Ni

In Touch

A Monthly Curated Newsletter

In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together.

2024 Financial Goals: 5 Resolutions to Avoid

Kay Dee Cole advises avoiding vague or overly ambitious financial resolutions for 2024, emphasizing realistic, value-aligned goal setting.

 
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5 Reasons You Should Create Reflection Rituals At The End Of The Year

Danielle Anson discusses the benefits of end-of-year reflection for personal growth, healing, and setting future intentions.

 
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The Habit That Could Improve Your Career | Paul Catchlove | TED

 
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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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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.

Grace Chin, Paralegals

It was a joy to have Yi Ni as my Financial Consultant. She has a pleasant personality and is attentive and patient in listening. With her clear explanation and good recommendations, I managed to find plans which are suitable for my needs as well as comfortable for my budget.

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.

Juliyah

Yi Ni went above and beyond in helping me understand my investment portfolio. She broke down each aspect into easy-to-understand terms, giving me clear advice on where to invest based on my goals and situation. With her guidance, I feel more confident in managing my investments and planning for the future. She's patient, knowledgeable, and truly cares about her clients' financial well-being.

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.

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!