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Tan Yu Hong

In Touch

A Monthly Curated Newsletter

Change is hard. To force change is harder. They usually don't last. Perspectives however, are easier to accept. They change our minds and maybe that's what we need more than change itself. I hope you enjoy these articles.

7 personal finance resolutions you'll be able to keep — and how

It’s always nice to start afresh for a new year. That’s why we make promises to ourselves to change a habit or start one, in order to become a better version of ourselves.

 
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An 81-year Harvard Study Says Staying Happy and Mentally Sharp Boils Down to 1 Thing

The key to a happy life is easy to overlook. Ahh, the pursuit of happiness. So many voices in the chorus telling us how to master it. There are psychology-based tricks to happiness, watch-outs for what kills happiness, even equations for happiness.

 
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What Really Makes The Rich Get Richer And The Poor Get Poorer - The Five Laws Of Gold

 
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Tan Yu Hong
 
 
 
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Testimonials and Referral Notes

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Aidil. Police Cadet.

I really like how Yu Hong engages and guides me to achieve my financial goals. As a person who is not financially literate, he explains and simplifies each policies through graphs and slides. It has helped me to understand them better! In addition, he is not pushy to sell me policies which makes the meetings comfortable. Overall, my experience is very positive as he understands client's needs and guides them to the policies that fits their financial goals.

Adilah. Mother & MOE Teacher.

One of the best decisions I made for myself in 2022 was to engage Yu Hong as my financial advisor. Interestingly, the first time I met Yu Hong for financial planning wasn't even for myself! It was actually a meet-up for my husband. My husband had no insurance coverage in Singapore and was adamant that he didn't need any, until he met Yu Hong. The first meeting with Yu Hong went a lot like a chat under the sun with a long-lost friend. We spoke openly about our dreams, goals and financial limitations. The conversation was effortless and vulnerable; no pretense and just filled with hope and faith. Yu Hong's sincerity and genuine efforts in learning about us before planning for my husband's policies truly shifted my view about financial planners. A month later, while going through my own policies, I realised that I may be spending more than I needed. Even though Yu Hong wasn't my financial advisor then, I turned to him for help in looking through my policies. The fact that he got back to me promptly with a customised document designed just for me and took me through my policies spoke volume about how earnest he is helping others. I think what really moved me was the fact that he honestly had nothing to gain from me and he could easily have rejected my request and directed me to my then-financial advisor. But without any perks on his ends, he painstakingly reviewed my policies and dedicated his time to help me better understand my insurance coverage. It was obviously a no-brainer for me to transfer my policies over to Yu Hong because at the end of the day, you'd want a financial advisor who is truly passionate about serving his best for you. Yu Hong is that man, rooting for you in the corner.. never pushing you for his own benefits but only giving gentle nudges to steer you towards the right direction in managing your finances. Both my husband and I are confident that we made the right choice in engaging Yu Hong as our financial advisor. We trust that he'd be there when times are difficult for us. True enough, Yu Hong was there when I had health complications during my postpartum period. Without a second thought, he came down to the hospital and waited patiently for me to be admitted. He even had a coat ready to offer since it was freezing in the waiting area. His actions are true testament to who Yu Hong is as a person; a compassionate man with a magnanimous heart. Thank you Yu Hong for not only being our financial advisor, but a confidante to both of us. We are blessed to have you in our lives.

Tan Jun Jie. Actuary.

Yuhong is a long-time friend of mine. He has always been very sincere, righteous and dependable as a friend, and I'm very pleased to have him as my financial consultant. I greatly appreciate his generosity in sharing life advice that he has accumulated through his own experience and from people around him, so that I can make a more informed decision, not only in finances but also in life. I'm assured and comforted that he has my best interests, and is someone that I can depend on in times of distress.

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!

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!

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!