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Lee Yi Ni

In Touch

A Monthly Curated Newsletter

When the going gets rough, it can at times be easy to lose sight of what we set out to attain in our lives, be it in our personal endeavours, work or finances. The process of going & pushing through such situations may not be most comfortable, but persevering and talking about how to handle them is necessary. These are perspectives I found useful and inspiring. I hope this gives you hope.

These 7 Qualities Lead To Perseverance When Faced With Adversity

Like the ability to find meaning, to be vulnerable, connect & ask for help, having a supportive relationship with oneself, being able to surrender and trust in the face of uncertainty, having a sense of humour, mental calmness even in times of difficulty, and the ability to cultivate perspective and gratitude.

 
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Grit: Perseverance and Personal Finance

Saving money and making continual progress toward financial goals seems like it is just plain easy for some people. Is this is because they have a mind for finances, or they are talented with money?

 
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Bear Cub’s Perseverance Proves That You Only Fail When You Stop Trying

 
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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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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.

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.

Hsieh Min Zong, Director of Manufacturing

Despite her young age, Yi Ni displayed impressive knowledge and dedication in tailoring a perfect retirement plan for me. She went above and beyond by reviewing and optimizing my existing insurance portfolio. Yi Ni's personalized approach, attention to detail, and commitment to client satisfaction make her an invaluable asset in the insurance industry. I wholeheartedly recommend Yi Ni for anyone seeking expert guidance in securing their financial future.

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!

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. ☺️

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.