View this email in your browser

Lee Yi Ni

In Touch

A Monthly Curated Newsletter

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

Retirement Date Risk And Sequence Of Returns

Sequence of returns risk is a commonly cited risk for retirees, but an accumulator also faces sequence of returns risk in the form of retirement date risk!

 
read more
 

Key to retirement planning: Don't panic

It can be hard to live within your means after retiring, so make your extra funds work harder.

 
read more
 

Children and Retirement

 
view video
 
 
Proudly Brought to You
 
I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Lee Yi Ni
 
 
 
WhatsApp Me
-
unsubscribe
You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above.

© Lee Yi Ni, All rights reserved.

Testimonials and Referral Notes

View the full list

Muzhafar, HR

Yi Ni helped me clarify my doubts and answered my questions in a way that even if you have zero knowledge, you would be able to understand. The way she explains and takes her time to ensure that I understand the plan and advise me is so helpful and considerate. To add on, Yi Ni is a very capable Financial Consultant, her jovial and honest personality made building rapport with her a wonderful process. 5⭐️ Would recommend her to be your Financial Consultant! 😊

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!

Deepak & Akshata

Yi Ni and Kenneth were candid and had the right amount of questions to understand our background and needs. They patiently clarified our doubts and paved the path to smart investing. They understood our requirements and suggested balanced plans. Both showed us multiple options and also clarified why these are suitable for us. Glad to have them as our consultants. We wish to recommend them for any future investments.

Lee & Agnes

Yi Ni is very responsible and professional on her job as a financial consultant. She tries to understand what you need and propose/suggest what’s suitable for you and your budget. She also provides details and summary in an easy to understand illustration after meeting session. She also answers promptly on any queries and provides you with concise answers. Thank you for being our financial consultant.

Francis

I hate insurance agents... but Yi Ni's dedication changed my perspective. Despite my doubts, I decided to give her a chance. I also asked Yi Ni to help me with my travel insurance, and her expertise has been invaluable in finding the right solutions for me.