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Marvin Yeoh | 杨锦烈

In Touch

A Monthly Curated Newsletter

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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19 Personal Finance Tips You Were Never Taught—but Need to Know

We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest.

 
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Financial Advice From KIDS

 
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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
 
Marvin Yeoh | 杨锦烈
 
 
 
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Testimonials and Referral Notes

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Nursuriati Binte Johari. School Teacher.

Marvin took the time to explain my policies clearly and patiently addressed all my concerns. He recommended plans that truly benefited me and was quick to assist with changes or terminations when needed. What I appreciated most was that he listened carefully and never pressured me into making decisions.

Vu Thi Kim Ngan

Marvin is very friendly and enthusiastic in supporting me and answering any questions I have regarding insurance. I’m happy to have had a meeting with him today!

Xin Yee. Management Trainee.

I got introduced to Marvin by my relative when I first came to Singapore for career opportunities. I would say that I have felt comfortable with Marvin's approach when dealing with my financial planning, and his proactive after sales services are perfect to me.

Kimberley.

I was introduced Marvin through a friend for financial planning. During the session, Marvin was able to give me a comprehensive planning based on my comfort level of budget, while achieving my adequate level of wealth protection. He was also able to give me in-depth planning of different financial products to build my passive income. What sets Marvin apart from the rest was his honesty about the hidden fees and pricing structure behind of some financial products that might be eating away our investment capitals, and how we can manage our finances like managing a soccer team. I recommend Marvin to anyone who values honest opinions and ethical recommendations.

Manoj Pillay.

I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible.

Siow Choon Kiat.

Marvin has done a good job in evaluating my family insurance and provided me good/logical recommendations on the insights of my current insurance. The experience with Marvin was different compared to my past experiences with other advisers. Marvin had more personal touch when recommending solutions to manage my current finances, and he was able to manage my future financial risks. I would recommend Marvin to anyone who is looking for a good financial advice especially in reviewing their existing insurance.

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