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(Sky) Yeo Hui Zhen

In Touch

A Monthly Curated Newsletter

In today's rapidly ageing society, advance care planning and long-term care planning are emerging as critical considerations for ensuring a comfortable and secure future. As we journey together through the intricate aspects of planning for what lies ahead, it's never too early to make such vital decisions. It's your future; plan it well.

Singapore multi-agency effort to make pre-planning for old age more accessible

The government is making it easier for people to plan for their old age by bringing together various agencies and services under one roof.

 
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More in Singapore choosing to make advance care plans

The number of people making advance care plans has been rising steadily over the years, with more than 10,000 people doing so last year.

 
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Have you had the conversation yet?

 
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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.
 
(Sky) Yeo Hui Zhen
 
 
 
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Testimonials and Referral Notes

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Lee Shun Qiang

Ever since I started my career and paying taxes (sadly), all I ever think about was career advancement and how to grow my wealth, I had never once given my health or physical mobile ability a second thought. It may partly be due to past experiences with substandard consultants and eventually expunge this aspect out from my mind. It was not until my close relatives and friends were unfortunately diagnosed with terrible medical issues than I started realizing the importance of coverage. Sky was my first consultant, before meeting up with her, I told myself that if she portrayed as just slightly pushy, I would reject working with her unquestionably. To my surprise, not only did Sky were sympathetic towards my relative’s health condition, but she also expressed considerateness about my sister’s pay-cut situation due to the unprecedented COVID situation and several financial commitments. She made us realized the fundamental of wealth management and the necessities in personal and health protections does not cost a fortune. She meticulously explained the plans with mundane language and enhanced the coverage based on my sisters’ and my profession and comfort range, detailing the best protection that suits us from various financial organizations. Approximately three months after our successful indemnities, she sent my family a Chinese New Year gift. I did not expect Sky would go the extra mile and care for my family too. The gift she gave us was from a company called ‘全家福’ – Quan Jia Fu, means Family Blessing. It is a symbol of gifting an individual their blessing, and it is very heart-warming to see someone who is not related to me show so much kindness and kind thoughts to my family, especially amid a pandemic. I genuinely felt Sky went above and beyond our expectations with our need, and I will gladly be consulting Sky with more financial advice.

Edward. Business Analyst. Hewlett Packard Enterprise

After meeting up with a handful of consultants (some with more than 10 years experience) and after a throughout evaluation, my friend and I have decided to put our trust on Sky for the reasons below based on the initial stage of our financial planning. 1. Transparency - it’s hard to find a trustworthy agent nowadays with many agents around driven solely by monetary incentives and it’s not hard to spot that agents around are always withholding information that might put them at an unfavourable position in clinching a deal with you. Sky is however sincere in ensuring the client know what they are buying and provides the necessary information 2. Patience and ability to deliver- throughout the purchase process we have requested multiple revision of the plan propositions in which Sky managed to be able to deliver it promptly during the pre-sales. 3. Trustworthiness and sincerity- action speaks louder than words is what will best describe her. Of the few agents we met, more than half would be bragging on how good they are and why we should trust them (many of which have lesser than 3 years experience). Sky on the other hand does not really attempt to upsell herself but focus on understanding the client’s requirement and well and then proposing what you need rather than what they want you to buy. 4. Communication- Sky is able to communicate the product knowledge quite clearly to the client on the product they are looking at. 5. Very friendly and offer a personal touch

Jocelyn Lau. Customer Service Officer. Aviva Ltd

From the get-go, Sky was more concerned about what would be suitable for me based on what coverage I already had instead of just going along with the plans I thought I needed. She ensured that I understood everything, which is something I really appreciate. The planning she did for me was more comprehensive than I expected! I roped my parents in to have their coverage assessed by Sky too and we’re very thankful for her help in consolidating all our policies. Thank you for dedicating so much time to helping me and my family!

Anna. Teacher. Catholic Kindergarten

Sky 是我和孩子们的理财顾问,她年轻充满活力,温和友善最重要的是她勤劳,认真,办事能力强,效率高,对我这个乐龄人,我很佩服她的耐心,她不赶时间,细心地回答我的问题,非常贴心,我答应她只要有人问我保险的问题,我会第一个找她,我虽然投保不久,她已经是我的好朋友,希望她能把自己的事业推展到更高,继续帮助在保单方面的人

Aw Jin Yong. NS Regular. Singapore Armed Forces

Sky has been very helpful and resourceful helping me manage my finances. She's very knowledgable and diligent in her work and that allows me to give her the trust to aid me in my finances. Sky understands and analyses your finances and takes into account the various factors that impact your situation. She also does wide comparisons between policies and provides you with ones that are most suitable for you. She helped me understand my financial situation a lot better and I'm confident that I'm well covered with my current policies working with Sky. She really knows her stuff and would serve well to ensure you are covered sufficiently.

Grace Chan. UX Designer. Government Technology Agency

Sky is a very dedicated and friendly financial planner. She is very knowledgeable and was very patient in explaining and planning the best policies for my family. Highly recommend anyone to work with her