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Tan Yu Hong

In Touch

A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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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.
 
Tan Yu Hong
 
 
 
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Testimonials and Referral Notes

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Lim Jun Jie. SIT SIE(BS) Student

I met Yu Hong during my national service days. Despite his heavy duty as a commander, he always spends time listening to his team's concerns and working towards our goals together. Thus, I trust him and his services. We had a few financial advisory sessions, and I feel he always tries his best to understand my situation and challenges before advising me. Not only does he has vast financial knowledge, he often simplifies them for me, making sure that I fully understand the available options. I truly appreciate that he is transparent and not pushy, which made me feel comfortable throughout our sessions. Most importantly, he always checks in with me to make sure I am living well, if I'm on track toward my goal, and offers me his help whenever I need them. I feel reassured and motivated to have his help.

Daniel Chew. NUS Student.

I was referred to Yuhong by a good friend of mine many months ago. Since then, I have gotten to chat with him multiple times about my financial plans and goals. From our discussions, I find Yuhong to be resourceful, engaging and someone that sets himself apart from other financial planners! He's definitely worth your time! Highly recommend!

Jun Wen. IT Manager.

I've been working with Yu Hong for the past year and I can confidently say that he has been a tremendous help to me. His expertise in insurance has allowed me to secure the coverage I need to protect my future and give me peace of mind. Not only has Yu Hong helped to navigate the complex world of insurance, but he has also provided valuable guidance and advice on my overall financial plan. He takes the time to understand my goals and priorities and offers tailored solutions that fit my unique needs. I appreciate Yu Hong's professionalism, knowledge, and dedication to his clients. He is always available to answer my questions and is proactive in reviewing my policies to ensure I have the right coverage at the right price. If you're looking for a financial planner who can provide comprehensive insurance solutions and help you achieve your financial goals, I highly recommend working with Yu Hong.

Ke Cheng. Student.

I've known Yuhong since our army days, and it's great to see him doing something he enjoys and helping his clients with their finances. What I really appreciate about Yuhong is that he takes the time to understand my specific needs before tailoring a financial plan. He's not pushy or anything, but he gives me solid advice that helps me make better decisions. I'm excited to continue learning from him and hearing his financial tips!

Yi Peng. NTU Accountancy Student

Yu Hong was referred by my good friend few months ago and I must say he has been very helpful. On top of the insightful discussion about my financial plans, he has taken the extra step to assist me in my medical documents. Back when I tore my ACL, I reached out to him for some help regarding my medical documents and claims. He has been nothing but a great help and I truly appreciated his efforts. He is truly a genuine person and wants to help anyone in anyway. I do hope more people can reach out to him as he will really put in the effort to assist you. All the best brother!

Helen Lee. A Mother & HR Practitioner

Yu Hong is great to work with! He has always responded quickly to my questions and concerns. He will understand my situation and needs first then presents me with insurance options that best meets my needs. I highly recommend Yu Hong and his service!