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Lee Yi Ni

In Touch

A Monthly Curated Newsletter

Navigating the rising cost of living requires strategic planning. This issue provides tips on budgeting, skill development to increase income, and utilising resources to manage money. I hope these strategies help empower you to stretch your money further and maintain financial stability.

9 High-Income Skills to Develop in 2024

This article outlines nine high-income skills to focus on in 2024, including UX design, project management, data analysis, software development, content creation, AI, leadership, communication, and teamwork.

 
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Making the Most of $300 Climate Vouchers

This article explores how households can utilize $300 climate vouchers to adopt sustainable practices and products, emphasizing the importance of climate action through accessible financial support.

 
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Investment opportunity matters: How to close the wealth gap | Jason Frishman | TEDxBabsonCollege

 
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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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Hui Ee

A thoughtful person who genuinely cares, patiently explaining the details of insurance without pressuring you. Her focus is on understanding your needs and recommending the best options, ensuring you're informed and confident in making the right choice.

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I am extremely grateful to Yi Ni for her exceptional service in reviewing my outdated insurance policy.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!

Kai Xuan

As someone that is not interested in financial plans, Yini did a great job in catching my attention. Her slides are eye-catching and concise at the same time. All information were also clearly transmitted to me. During the meet up, I was never confused about anything, which makes me want to know more about the other plans. Really appreciate all the efforts she had put in to explain the plans to me! Would definitely recommend her to my friends if they need a financial consultant!☺️

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.

Patricia

I’m glad that I decided to meet up with Yi Ni to discuss my insurance coverage, if not I would not have known that I was underinsured! She was able to devise a plan that suits my needs (critical illness, hospitalisation and accident) and is within my financial capabilities, not to mention that she went an extra mile to prepare a PPT to help me visualise things better. I definitely feel more confident about my coverage now and would totally recommend her services 👍🏽

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.