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Lee Yi Ni

In Touch

A Monthly Curated Newsletter

In many ways, relationships are key to our well-being, as trusting, fulfilling relationships lay the foundation for our emotional health and security. But to work through relationships and trust matters aren't always linear or clean - they can be messy and raw. Here are some articles that I found incredibly valuable that enrich us in our personal and professional lives.

Arguments About Money Aren't About Money

Money is loaded with power and meaning that can make discussions heated and hurtful. Arguments about money arenโ€™t about money. They are about our dreams, our fears, and our inadequacies.

 
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13 Simple Strategies for Building Trust Communication

Wisdoms, truths and principles on how we can build trust with other people.

 
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How to Build & Rebuild Trust by Frances Frei, from Harvard Business School

 
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I seek to reach out to people who care about creating a safe financial environment for their loved ones. Let me know if I can get to help someone you know or care about. Please do not keep me a secret. Cheers.
 
Lee Yi Ni
 
 
 
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Testimonials and Referral Notes

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Claire

Yi Ni has been professional and helpful in my financial planning journey, going beyond the mile to provide assistance and advice. Thank you for your insights and happy to have spoken with you ๐Ÿ˜

Richard and Rachel

I am incredibly grateful to Yi Ni for her outstanding service and expertise. She conducted an insurance summary for my wife and me, which helped us identify our shortfalls and better understand the areas we should focus on based on our hopes and dreams. Yi Ni quickly found a better, more affordable plan for us and helped us better use our money in the bank by securing an investment with higher interest. Her dedication and knowledge made the entire process seamless and stress-free. I highly recommend her to anyone needing exceptional insurance and financial assistance.

Florence Tan, Finance Department

I am extremely grateful for the exceptional service provided by my insurance agent, Yi Ni. She conducted a thorough review of my current insurance portfolio, offering valuable insights and guidance. Yi Ni's professionalism and expertise were evident as she directed me on the necessary steps to enhance my coverage. I highly appreciate her holistic approach and would confidently recommend her to anyone seeking a knowledgeable and dedicated insurance advisor.

Patricia

Iโ€™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 ๐Ÿ‘๐Ÿฝ

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.

Alexander

Yi Ni took the time to go over my portfolio with me, explaining everything in a way that I could understand. She also advised me on the available options based on my current situation. Not just that, she also did up a summary for my insurance polices!