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Jeanette Lee

In Touch

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.
 
Jeanette Lee
 
 
 
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WhatsApp me at +65 91766850   
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Testimonials and Referral Notes

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Sheanah Tse

Jeanette change my perspective when it comes to insurance agent. Most of them will just disappear on you after you have sign a policy with them. When a friend recommend her to me at first I was hesitant but she told me good thing about Jeanette. She is kind, trust worthy, and she knows what she is doing. She is sincere in helping her clients and she don’t treat them as a client but as a friend. She helps me figure out which policy to get first, what is the most convenient way, which policy I can benefit more. She wont force you to get a policy if she think you wont benefit. I have recommend her to some of my friends and they have the same perspective as me. She is one fine Agent, a good friend. If you’re looking for insurance agent she is the one you’re looking for. I will keep recommending her.

Cecilia

Jeanette is a really good financial consultant. She change my view about insurance as I did not have a good impression because of my experience with my previous financial consultant. Jeanette will actually listen to my needs and take my financial status into consideration when planning, so that I will be able to pay off the premium without any difficulty. She will also do a follow up with me after that. She is a responsible person and not someone who just want to sell you premiums to earn your money. She change my views about insurance and I am glad to have met her. Jeanette is definitely someone you should look for if you need advice and help with your financial planning!

Rita Fransiska

The first time I met Jeanette, she has just started her career with AIA. She took over my account from previous Agent who disappeared without a word. My encounters with some other agents making me feeling rather skeptical about Insurance Agents. Most of them are just trying to sell the product and disappear, you never hear again from them! I am glad that I met Jeanette. Her dedication for work tells how reliable she is and how much she loves her job. She never pushes for any products that I do not need and even advised me what to do with some existing plans that I bought from another Agent. I remember, I had once an accidental injury and despite being on her maternity leaves, she helped me out with the claim, etc. You do not get to meet such a good, responsible Agent every day! I have recommended her to some of my friends and will recommend her again to anyone I know.

Ms Lim (Assistant Tax Manager)

Jeanette is not just an agent but also a friend to me. I am very grateful she insisted that I go for a medical check-up which was a pre-requisite for signing up a Health Shield Plan. Without her encouragement, I would not have gone for it and found out that my medical condition can actually be covered. Now, AIA no longer rejects my applications for health shield or similar related plans! With her willingness to help others and professionalism, I am sure many people will benefit from working with her.

Lung-Chen Co-founder at Fintech

Jeanette was introduced by one of my Singaporean friends. She has always been helpful before or after I signed up for the policies, and even after I cancelled the policies because of my decision to leave Singapore, she is still around to help me with the difficulties I have with claims. Nowadays, my life is busy so is she, but she is always responsive, not the one who does not keep in contact regularly after we sign up for insurance policies. She would do her best to suit my insurance needs, and never sign me up without good reason and explanation of policies. During the whole time, she is undoubtedly patient like a friend in listening to what I undergo and can afford for my insurance coverage. I would definitely recommend Jeanette to anyone who cares about their invaluable life and future finance.

Pei Yi (Regional Manager)

So where shall I start?! Knowing Jeanette for almost 20 years now (also revealing my age!) - from being a friend, to becoming my financial agent and to handle all my insurance claims and relating questions whenever I needed her, she’s always there for me. Jeanette always makes an effort to catch-up with me at least once a year regardless if I am buying anymore new plans or not - she believes it is important to keep the connection going and to review her clients’ portfolio periodically to ensure they are sufficiently covered. I have also recommended her to some of my friends and in turn became her own friends eventually! (That says a lot!) So if you are looking for a financial consultant who understands your situation and not just blindly sell/ push for business, she’s the person you should speak to.