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Karen Zheng & Wesley Sng

In Touch

A Monthly Curated Newsletter

As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well.

4 Things Mothers in Singapore Should Do to Plan for Their Finances

A 2015 survey showed that 75% of Singaporean mothers surveyed had not even thought about retirement, let alone started planning for it. If you’re spending all your energy running after the kids or making sure they pay attention during tuition, here four things you should not forget to do for your finances.

 
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Mums, pay attention to finances

Financial experts advise that it makes sense for mothers (and just about anyone) to pay attention to their financial affairs. According to the US-based National Centre for Women and Retirement Research, nine out of 10 women will eventually have to manage their finances on their own at some point, due to circumstances ranging from leaving the workforce to care for a family member, to becoming divorced or finding themselves widowed.

 
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Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance

 
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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.
 
Karen Zheng & Wesley Sng
 
 
 
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Testimonials and Referral Notes

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Judy Tan

When we purchase insurance, we are not only buying the product, but also the service rendered by the advisor. Due to this, it is important to have a good adviser who will stay with you in time of need. Karen is my family adviser and she had been a great help to me when I met an accident while holidaying on Norway. From the time of call to her, she had been a great help, liaising with my travel insurer on medical attention, talking to my surgeon to explore possible treatments and finally, the arrangement to fly back for my op. And finally arranging for my local and overseas medical claim. I will definitely recommend Karen to anyone looking for a responsible and capable adviser. Your finances and family will be in good hands.

Siew Chi

Karen is my ex-colleague and when I found out that she is joining her husband in the insurance line, I got in touch to see if she can recommend me a plan to replace my existing one. Through our correspondence, I find her extremely prompt in her responses be it via messaging or via email. Her follow up skills are commendable and I will not hesitate to recommend her to anyone who is keen to seek financial advice.

Mj

Karen is my cousin and she's been a great help and resource to our family's financial planning so far. I'm sure your meeting with her will benefit you & your family greatly. You can also tap on her knowledge should you need an advice/opinion.

Allyson Ong

Wesley has been my financial planner for the past 10 Years. He is always sincere, and always think a step ahead for his clients. His service is excellent, and he is always an sms/call away. This is what let him stand out from other financial advisers. With Karen helping him in his career, she is amazingly sharp and is able to give great advice with her sound financial background. No one likes to buy insurance from hit and run agents. If you want good customization to your planning needs and super efficient follow-up service especially in times of urgent advice and claims, I am confident Wesley and Karen are the perfect financial planners to go to. :)

Jacob & Carmen

"Buying insurance feels like finding things in the dark without a torch. As such, a financial adviser will need to have sounds knowledge to shed light about policies and its complicated jargons. Karen is very knowledgeable with ultra patience level but what sets her apart from other adviser is her efficiency. She responds to queries with lightning speed. We are glad to have her handling our future plans!"