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Lee Yi Ni

In Touch

A Monthly Curated Newsletter

As Lunar New Year celebrations unfold and we gather with friends and family, let us remember that prosperity is not just about wealth and abundance but also about the wisdom shared and traditions passed down through generations. Amid the laughter, meals, and festivities—and the inherent hope and symbolism they carry—be kind and mindful to yourself and others, ensuring that the deeper meaning of heritage, connection, and togetherness endures beyond the moment.

The Art of Red Packets: A Parent’s Guide to Financial Wisdom During Lunar New Year

This article highlights how parents can use the tradition of red packets to teach children financial literacy, focusing on saving, spending, and sharing wisely.

 
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5 Ways To Deal With Chinese New Year Leftovers

This article offers creative ways to repurpose Chinese New Year leftovers into new dishes. It suggests making bak kwa sandwiches, creating cookie crumbles for desserts, turning mandarin oranges into marmalade, converting pineapple tart fillings into jam, and using leftover meats and bones to make flavorful stocks.

 
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8 Ways to Spring Clean Your Finances This Year

 
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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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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!

Preetha, HR

Yi Ni has been extremely helpful in my insurance journey. Having very little prior knowledge about insurance and the coverages, she has made the whole experience so much smoother and easier. She is also very approachable and knowledgeable and that made it easier for me to clarify all my doubts. So grateful to have chosen her as my agent. Highly recommend!

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.

Kendra, Restaurant Manager

I really enjoyed my time with you. The whole process of talking was incredibly comfortable, as if I were speaking to my best friend. I was also able to clarify my doubts with Yi Ni. Sometimes it’s really hard to ask questions, but she made me feel like I could ask her anything, and she explained everything thoroughly. She ensured that I understood it before moving on. I’m glad to have met you and gotten to know you. ☺️

Nicole

During a review of my policy, Yi Ni identified a gap in early critical illness coverage. She is now guiding me through my options with great care and professionalism.