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Wee Xin Min

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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.
 
Wee Xin Min
 
 
 
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Testimonials and Referral Notes

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16 August 2024

This private employees’ wellness event was held in Bukit Gombak golf range specially organised for 52 pax Shell employees for their Friday night chill out. Thank you Avaday Golf for coordinating.

Alex, Private Banking

Xin Min has been an absolute pleasure to work with, and I am so grateful for her expertise, knowledge, and professionalism. I first met Xin Min when I was looking for a Hospitalisation policy. I was feeling overwhelmed by the process, but she took the time to explain everything to me in a clear and concise way. She also made sure that I understood my options and that I was getting the best possible coverage for my needs. Since then, she has been there for me every step of the way. She has helped me with everything from filing claims to renewing my policies. She is always available to answer my questions, and she always goes the extra mile to make sure that both me and my family are taken care of. I am so grateful for Xin Min’s help and support. She has made the process of buying and maintaining insurance policies a breeze. I would highly recommend her to anyone who is looking for a peace of mind. - She took the time to understand my needs and goals before recommending any policies. - She explained all of my options in a clear and concise way. - She made sure that I understood my coverage and that I was getting the best possible price. - She was always available to answer my questions. - She went the extra mile to help me with my claims. I am confident that Xin Min will continue to provide me with excellent service for years to come. I highly recommend her to anyone.

Edward, IT Sales Consultant

When it comes to Insurance, you need someone that you can trust to tell you the best policies you need, someone that can advise you how the policies work to suit your lifestyles, someone that willing to spend time to understand you and sincerely advise you with the best knowledge about there is, and of course, someone that do not oversell you just to hit their target. That someone is Xin Min. Remember the first encounter with her at the cross point of the office bazaar, she came to me with a different approach (at that time), passing only her name card to me and ask for mine. At a normal setting, we will usually walk fast past them as we know they are either sales promoters or agents trying to sell you things. But for that instances, it was her unique and smart approach that got me, which then led to a second meet-up for details discussion, at my will, with zero push or obligation. That’s how I came to know her. Occasionally, she would follow up with me and my wife on our status and see if she can help with anything with regards to the policies. No hard sell, no salesman culture just merely selling insurance, but more of selling the value to us. This is the kind of agent that can help you, that can rely on when it comes to difficult time. We are glad that we met her and entrust our “life” on her. She is not a Insurance Agent, she is a Friend.

Leon, Doctor

Xin Min has been extremely helpful in sorting out all my various policies. Easy to talk to and clear in her explanations, I have understood my own financial needs through her thorough explanations. She has always been open and sincere in her conversations, and diligently ensures that my policies are up to date and relevant for the life stage that I’m in. I feel that she is very reliable and I am grateful to have her as my agent.

Dilshan, Software Engineer

I am incredibly grateful for the outstanding service provided by Xin Min. Her expertise and guidance in managing my investments have been invaluable. Thanks to her strategic advice, I've seen significant growth in my portfolio. Xin Min's professionalism, attention to detail, and dedication to her clients truly set her apart. I highly recommend her services to anyone seeking financial guidance.

Chloe, Auditor at PwC

Xin Min is friendly, relatable and willing to go above and beyond to deliver quality services. I like that she had really taken time to understand my existing policies, financial situation and my profile to best advise what policy that i should be buying. She was also very patient to go through with me the policy details. The personal aspect allowed me to not feel afraid to clarify with her.