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Marvin Yeoh | 杨锦烈

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
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I seek to reach out to people who believe in creating a safe financial environment for 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.
 
Marvin Yeoh | 杨锦烈
 
 
 
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WhatsApp me at +65 90040150   
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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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