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Vivian Yong

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.
 
Vivian Yong
 
 
 
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DISCLAIMER

This is not an official AIA newsletter. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.

© Vivian Yong, All rights reserved.

Testimonials and Referral Notes

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Si Hui, Interior designer

I was looking to have some financial planning and healthcare coverage for myself and was recommended by my friend who has been working with Vivian for a couple of years. The consultation process was smooth and easy to understand to ensure my needs and demands were met. I also appreciate that she provides me updates and extra details to make a sound decision for myself.

Patricia, Nursing Student

I can tell that Vivian is very passionate in what she does and committed to help clients meet their needs and goals. During our meetings she always listens intently and demonstrates her professionalism and integrity. It’s a pleasure to work with her as her positive attitude always brings joy to the conversations and allow us to end of the meeting on a good note, while addressing my needs and wants.

Tommy, Videographer

I like her straightforward approach to focus on my needs and wants and not recommend plans that I do not need at my current stage of life. She’s detail oriented and patient with me providing me guidance throughout the entire process. She also managed to make me feel comfortable and confident to entrust her with my life and plannings moving ahead.

Hui ling, Pharmacist

I got to know Vivian when I was back from abroad and was looking into my healthcare and financial planning. Throughout these couple of years, she’s been patience and honest about the plannings and explanation to ensure I’m aware of the changes and plans in place for me. She is very open-minded and spends extra time to share her knowledge before any recommendations or products. I enjoy working with her as I can feel her sincerity and non-pushy approach giving me time to decide on any plannings before we proceed further.

Georgina, Real Estate Consultant

Met Vivian through our mutual friend and enjoyed working with her, the entire experience was very different. Even though we are friends, she displayed professionalism when it comes to her work and imparted her financial planning knowledge when advising us. She also ensures we have a proper understanding of our portfolio and planning as she emphasised on the important of long term partnership of working closely together through the different seasons in life.

Kian Wee, Director

I have had the pleasure of working with Vivian Yong for my company’s workers' insurance, and I can confidently say that she provides exceptional service. Vivian is incredibly responsive and always willing to go the extra mile to ensure all of our needs are met. What truly sets her apart is her proactive approach—she constantly researches ongoing promotions and advises us on the best options available, which has been invaluable for our company. I highly recommend Vivian for anyone seeking a knowledgeable, dedicated, and customer-focused insurance agent.