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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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Michael. Business Consultant.

I am writing this testimonial to express my deepest gratitude and appreciation for the exceptional services you have provided as my financial consultant. Your unwavering dedication and outstanding abilities have truly made a significant impact on my financial well-being. From the moment we began working together, it was evident that you possess a rare combination of wit, creativity, and genuine passion for your profession. Your unique approach to financial planning not only made our meetings enjoyable, but it also allowed me to fully understand complex financial concepts in a simple and relatable manner. What truly sets you apart is your ability to identify needs that I didn't even realize I had. Through your insightful guidance and deep understanding of my financial situation, you were able to uncover hidden opportunities and areas for improvement. Your expertise helped me uncover important aspects of my financial life that I had overlooked, and I am grateful for the positive impact it has had on my financial future. I would like to express my sincere appreciation for the incredible support and guidance you have provided throughout our professional relationship. Your expertise, combined with your wit, creativity, genuineness, and honesty, have undoubtedly made a lasting impact on my financial well-being. I wholeheartedly recommend you to anyone in need of a financial consultant who goes above and beyond the call of duty. Your dedication, commitment, and ability to uncover hidden needs truly set you apart. Thank you for all that you do.

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.

Chua Kian Chong & Family

Marvin 已经跟了我们家人好几年。 认识他之前,都每次在银行买了很多理财产品。通过朋友的推荐,我们第一次见了Marvin,他帮我们打理了我们在银行买了很多的保单。虽然我们已经年龄大了,他从来都不会觉得因为我们老而不适合理财。 Marvin帮了我全家人很大的忙,我们非常感谢他,也非常推荐你因该认识他。

Tan Yingjie. Account Executive. HAIYI HOLDINGS PTE LTD.

I have known Marvin over a decade since Secondary School. I have always seen him adding value to others over these years on social media. It was when I had some questions on my insurance and I was glad that Marvin reached out to me to analyse my financial portfolio and go through with me on what I had and what I may have missed. He was clear in his explanation, and had put in my best interest as the top priority. There was no pushy selling and I had no pressure from him to engage him to be my future financial consultant. Marvin has displayed great traits of patience and I am glad that my insurance has been handled well by him. I recommend Marvin to anyone who is seeking a genuine insurance agent who is there to serve but not sell.

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