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Marvin Yeoh | 杨锦烈

In Touch

A Monthly Curated Newsletter

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

Financial Lessons From Mom That Built A Lasting Legacy

Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.

 
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Mother's Love for a Boy

A Mother's love and upbringing can help change the destiny of a child. A story of Thomas Edison that you may not know about.

 
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Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB

 
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I seek to reach out to people who believe in safeguarding the interests of 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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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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