Eddy Ye

Author | Founder | Mentor | Speaker

Eddy Ye

Author | Founder | Mentor | Speaker

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Articles Worth Sharing

Eddy Ye is a Mentor and Speaker, who is also an Estate Planner and a Certified Financial Planner, and has achieved the prestigious Million Dollar Round Table qualification (representing the world's top 1 percent of financial practitioners).

Well known to be ambitious, competent and motivated to achieve great things in life, simply because he is highly driven for personal advancement, Eddy built a team of well qualified financial professionals to help families make better decisions with their money, thus achieving financial success for themselves, their businesses and the people whom they care about.

He is most popular among families with young children in getting their financials in good order. Many families including foreigners who reside in Singapore have since benefitted from his advice.

What drives Eddy every day is the desire to help every family to better off their lives, richer and happier. Eddy and his team runs a successful financial planning practice in Singapore.

Vision

To be the premier choice of financial partner in achieving clients' financial success.

Mission

To empower clients to make smart decisions with their money to create a financially secured future for themselves, their families and their businesses.



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Newsletters

Articles Worth Sharing

Newsletter Issue 94: Cultivating a Grateful Heart

As the year winds down, it’s the perfect time to reflect on the many reasons to be grateful in our lives. From uplifting mental health to strengthening connections, gratitude helps us end the year with purpose and warmth. Discover simple practices and insights to embrace appreciation and nurture meaningful moments this season.

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Newsletter Issue 93: Happy Travels

Embark on meaningful journeys with insights to plan memorable vacations, navigate budget travel, and uncover cultural treasures. Whether you’re crafting a family adventure or exploring last-minute deals, these ideas inspire travel that deepens connections, stretches savings, and invites discovery.

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Newsletter Issue 92: Family First: From Exams To Finance

As families navigate the challenges of exam season, it's important to foster resilience, support growth, and nurture well-being. These insights explore how to create a balanced, supportive environment for children, helping them thrive academically, emotionally, and financially.

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Newsletter Issue 91: Persistent Progress, Purposeful Pursuit

Persistence and perseverance are the cornerstones of personal growth. As we enter the final stretch of the year, these traits become even more essential. Discover ways to harness determination, build resilience, and stay committed to your goals. Even when the journey feels long and challenging, remember—you’re closer than you think. Let’s push through this last lap together.

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Newsletter Issue 90: Stretching The Dollar

Navigating the rising cost of living requires strategic planning. This issue provides tips on budgeting, skill development to increase income, and utilising resources to manage money. I hope these strategies help empower you to stretch your money further and maintain financial stability.

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Newsletter Issue 89: Boost Immunity, Travel Safely

Prioritizing our health and immunity is essential, especially with summer holidays and travel on the horizon amid the recent surge in COVID-19 cases. Here are some practical tips, nutritious recipes, and expert advice to keep you safe and ensure healthy and enjoyable summer vacations for you and your loved ones!

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Newsletter Issue 88: Keep Cool & Beat the Heat

As we approach the time of year when scorching temperatures send us seeking refuge indoors, this issue offers essential tips and strategies for managing the heat. Arm yourself with knowledge and discover ways to stay cool, hydrated, and healthy amidst the sweltering heat, ensuring you thrive in your daily life!

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Newsletter Issue 87: Growth and Transformation: Nobody Said It Was Easy

Life is a multifaceted journey of growth and transformation. From overcoming setbacks to embracing professional and personal development, this issue contains wisdom on self-forgiveness, career and financial success, and the limitless power of lifelong learning. The process of growth may not always be easy, but it will be worth it. I hope this enriches your life.

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Newsletter Issue 86: Plan Well. Age Well.

Amidst rising costs, aging and retirement planning is becoming a growing concern for many. Yet, more than just ensuring financial readiness, one who is planning to retire also needs to be psychologically prepared for the shifts in lifestyle, routine and everything that comes along with it. In this issue, let's explore expert tips on staying healthy, mentally sharp and financially secure, so we can age gracefully in our golden years.

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Newsletter Issue 85: How To Ride The Dragon

As we embrace 2024, discover essential insights for a prosperous journey ahead. Explore key financial strategies and economic trends aligning with the Dragon Year's promise of prosperity. Immerse in the cultural vibrancy of the Lunar New Year celebrations. I hope this issue with its blend of wisdom and practical advice equips you to navigate the opportunities and challenges ahead with confidence. Together, let's ride the Dragon!

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Newsletter Issue 84: Reflect, Review & Recharge

In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together.

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Newsletter Issue 83: Holiday Highlights: Echoes of Joy

Embrace the spirit of the holiday season in this month's issue, where cherished traditions meet thoughtful innovation. From smart savings and healthy feasts to meaningful gifts and cozy stays, our collection of articles offers a reflective journey through holiday warmth. Savour every moment with our handpicked tips and recipes, and let's celebrate the joy and generosity that define this wondrous time of year.

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Newsletter Issue 82: Inflation & You

As inflationary pressures continue, affecting both individuals and businesses, it is vital to equip ourselves with effective strategies to navigate this environment. This issue provides pragmatic insights and ideas, guiding us to not only weather these economic challenges but also thrive in the midst of them. I hope this brings us greater financial resilience and empowerment.

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Newsletter Issue 81: Empowering Children

In celebration of Children's Day, here is a friendly collection of articles brimming with insights! I hope these writings can guide us in embedding valuable skills, boosting financial literacy, and laying down a roadmap to raising resilient, balanced children. May we empower the upcoming generations, helping them blossom into well-rounded and holistic individuals. Let's cherish the joy of nurturing our future

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Newsletter Issue 80: Home Dreamers

Making decisions on property is not trivial, as they often have effects on our quality of life in ways that are not just material but also financial and emotional. Regardless of our experience levels in making decisions on our properties and homes, it helps to have an appreciation of what resources are involved, and how we can be resourceful about them. I hope you find the materials in this issue useful.

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Newsletter Issue 79: Before It's Too Late...

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.

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Newsletter Issue 78: Unlocking Potential of Our Awe and Envy

In the delicate balance between awe and envy lies an opportunity for growth. Awe opens our eyes to the beauty and possibilities around us, while envy stirs our desires for improvement. By using awe as a wellspring of inspiration and envy as a catalyst for positive change, we get to harness these emotions to fuel our ambitions, cultivate empathy, and create a brighter future for ourselves and others in various aspects of our lives.

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Newsletter Issue 77: Living with New Realities of AI and ChatGPT

As artificial intelligence (AI) and chatbots like ChatGPT become ever more prevalent, AI’s potential to transform our lives and economy cannot be understated. With the increasing adoption of these technologies, they will not only transform the ways we use or consume information, but they are also poised to play a pivotal role in just about every aspect of our lives, including work, finance, and parenting. In this issue, we explore the nuances of AI and the possibilities it brings to our world.

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Newsletter Issue 76: In Honour of Moms

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

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Newsletter Issue 75: Keep Calm & Innovate

Necessity is the mother of invention. Throughout history, humans have demonstrated the ability to innovate, solve problems, and create solutions in the midst of crises, resulting in some of humanity's greatest inventions. All it took was resourcefulness, action, and persistence. Through this issue, I hope to provide insights into how we can live life constructively and creatively, regardless of the challenges that we may face today.

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Newsletter Issue 74: Bright, Brainy & Beautiful Living

As we get back into the groove of work, our most important arsenals have to be our health and brains. After all, these are essential in allowing us to lead a functional and meaningful life. To do that, we need to take care not to fall ill and ensure that we upkeep our physical, mental, and social well-being. Let us explore in this issue the various ways that help us protect and strengthen our overall health.

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Newsletter Issue 73: The Golden Gift of Intentional Quiet

For many, the festive season is a time of food, celebrations, social interaction, and hype. Coupled with the continuous demands of work and life, such periods can sometimes leave us feeling drained, and some of us may even struggle to get a breather. In this issue, I have put together resources on how we can possibly wind down and benefit from more intentional quiet and less noise.

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Newsletter Issue 72: Finding The Silver Lining

As the world enters a recession, the upcoming year can pose a challenge for many due to increasing economic uncertainty, and the natural fears surrounding it. In this issue, we look at some trends and possible actions that can help us become more emotionally and financially resilient to not just ride out the challenges, but rise above them. I hope this gives us hope.

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Newsletter Issue 71: Planning Ahead

We live in three distinct timeframes - the Past, the Present, and the Future. Many times, we tend to live and make decisions based on what gives us immediate gratification, and often to our detriment. Despite not knowing what tomorrow will bring, planning ahead removes uncertainty and provides clarity to our lives. In this issue, I have included articles that I hope will inspire you to take actions that your future self will thank you for.

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Newsletter Issue 70: Taking A Walk

Many of us lead busy and stressful lives. Even when we may be caught up meeting deadlines, sprinting towards our next goals, or looking after our families, we cannot neglect taking appropriate breaks for our well-being. While it may feel counter-intuitive to do so, sometimes the best thing is simply to step away from the four concrete walls to go for a walk outdoors. It refreshes the mind, body and soul, and is beneficial for our health and creativity. So let's lace up our trainers and walk our stresses away.

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Newsletter Issue 69: Mind Over Money

In an environment of rising inflation and uncertainties in global geo-political climate, almost no one is spared from the economic consequences of the day. It is therefore more important than ever to be intentional and mindful in how we manage our finances in our daily living. Here, I have put together some resources which you can tap on to help you gain a better insight on how you can be more savvy with your money.

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Newsletter Issue 68: Navigating Differences, Conflicts and Relationships with Maturity

Every one is different, and differences in opinions, interests, backgrounds and personalities tend to come with conflicts. Whether is it our co-workers, friends, family members or even our partners, disputes are not only common, but they're natural and sometimes inevitable. The question is, while such conflicts arise, how do we navigate them? Do we attempt to work through issues amicably with others, or do we allow our egos and emotions to rear its ugly head? Today, we look at practical tips on how we can manage ourselves and relationships in more mature ways.

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Newsletter Issue 67: Better Than Before

As humans, the pursuit of change and progress is something that is innate to every one of us. Like it or not, there will always be things in life that we hope could be a little different, a little better in the way that daily situations & events turn out. It could be in the way we think, speak, or the way we handle everything from our finances to our relationships with others. We seek to become better -- and we should. As we strive to continuously exceed our potential, we rise above all previous versions of ourselves and grow stronger. In this issue, we look at some ways in which we can embrace a better self and an even better future.

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Newsletter Issue 66: Self-Doubt & Self-Confidence

In life, there are days and moments where everything we do does not feel enough, or face situations that are beyond our control. A common response to such instances is to doubt ourselves and our abilities, and that is a very normal and human thing to do. But the effect of self-doubt can cut both ways: It can either spur us to achieve our goals and thereby boost our confidence levels, or cause us to feel entirely powerless and paralysed. Fortunately, whether we allow it to work for or against us is mostly up to us. In this issue, we will explore the ways in which we can harness self-doubt to build confidence -- one step at a time.

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Newsletter Issue 65: 80 Summers, 80 Winters, 1 Life

Statistically, most people live till an average age of 80 years. Although this number varies across cultures and nations, we cannot deny that life is still all too fleetingly short. 80 years a lifetime translates to 80 summers and 80 winters - to love, laugh, live, and make the most of our time on this earth. Far too often, when faced with our mortality, we look back at our lives and think of all the things that could have been different. Regret may sometimes be inevitable, but it is still possible to live an unlimited life with the limited time that we have. In this issue, we look at some of the ways we can do so.

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Newsletter Issue 64: Travelling Again

For the past years, given the pandemic and restrictions, many of us were forced to re-evaluate how to plan and book trips for holidays, or consider whether we should even be planning for any travel at all. Now, as borders are opening up, we have reached a stage where many of us are ready to start traveling again and make vacation plans once more. The catch, though, is that traveling will likely continue to be complicated as new variants emerge. How then do we plan for travel? In this issue, we explore this matter in more depth.

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Newsletter Issue 63: Being Positive

Life can be unpredictable with obstacles, making it sometimes difficult to stay afloat. Whether it is the loss of a loved one, stress from work, or financial woes, everyone faces challenges and does at some point, struggle with remaining optimistic or hopeful. Nonetheless, it is still important to maintain positivity to keep us going; by finding the good in the bad, and being the light in the darkness. For this issue, let us explore on what being positive means & how we can harness it in ways that truly benefit our lives.

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Newsletter Issue 62: Social Media and Mental Health

As humans, we have an innate need for connection and approval from others. Often, we make an effort to gain validation and this is natural. Yet, in our world today, this need for others’ approval becomes magnified; as many of us are constantly plugged in on social media, we tend to get caught up in the pursuit of “likes”, “shares”, “follows” & engagement. These can have implications on our mental well-being and happiness. Through this issue, I hope that we can be more aware of the impacts & risks associated with excessive use of social media, and what we can do about it so that we can live out our best lives.

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Newsletter Issue 61: Being Savvy This Festive Season

It is a season of feasting, socialising and spending time with our family and friends. Amidst the bustle of festive preparations and joviality, let us not forget to take care of our well-being even as we celebrate this time of wealth, health and happiness. Stay safe, savvy and prosper!

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Newsletter Issue 60: Looking Towards 2022

By this time, we would have endured quite a long period of the COVID-19 pandemic and many things have changed. Collectively, we have adapted to new ways of living, working and socializing. While there is no telling of when this pandemic will truly “end”, one thing’s for sure: Life goes on. The best we can do is to continue to look towards the future and live out the best we can. As we head into a new year, here are some predictions and trends we can look forward to.

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Newsletter Issue 59: 6 Essential Money Moves To Make In Uncertain Times

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.

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Newsletter Issue 58: Misconceptions that hold us back

Confucius, the Chinese philosopher, left us with these words to contemplate: The man who asks a question is a fool for a minute: the man who does not ask is a fool for life. As the year winds down, it is time to reflect on some popular and widely - accepted beliefs and misconceptions that we may hold that do not serve us in achieving our goals and desires. Today, we look at debunking some of these misconceptions to expand our thinking and explore new perspectives and horizons.

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Newsletter Issue 57: One Thing At A Time

In meeting the demands of work and every day life, many of us can feel compelled to do all things at once, and may become overwhelmed or less effective as a result. To counter this, it is worth taking a moment to adjust our pace; to give ourselves the space to practice taking one step at a time in the ways we perform our tasks and how we manage our minds & emotions.

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Newsletter Issue 56: Habits & Decisions That Compound

As human beings, we are a culmination of our environment, decisions, behaviours and habits. It is worth giving thought to how we live our lives; taking a step back to reflect on some of our own less-than-ideal tendencies and ponder about how we can mitigate or improve upon them. Here are some resources that I hope can help us foster habits and patterns that can create an upward cycle for ourselves over time.

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Newsletter Issue 55: Managing Burnout

In a world where more of us are increasingly working remotely, the issues of exhaustion, burnout and digital fatigue have become more pronounced in recent times. The implications on mental health and quality of life are real. Here are insights and resources that I hope can help us better understand the nature of the burnout that we may experiencing. More importantly, we can learn to manage, uplift ourselves and also the people around us.

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Newsletter Issue 54: On Leadership

Leadership is the act of guiding a team or individual to achieve a goal through direction and motivation -- and there is a leader in all of us. This issue contains insightful resources and pointers that touch on the various under-talked about but important aspects of leadership. I hope this inspires us to not just exercise good leadership in our daily lives as individuals and organisations, but more importantly, help us get through and thrive even in difficult times.

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Newsletter Issue 53: Productivity, Personal Effectiveness & Meaning

As our personal lives get increasingly intertwined with our work in this season, it becomes more important than ever to find ways to devote our energies to become more effective & productive as individuals. Here, I'd love to share with you on some resources and powerful ideas on how we can not only become more productive, but also make our work & daily life more meaningful in the process.

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Newsletter Issue 52: Living A Good Life

What does it mean to lead a good life? The meaning of a good life, or life for that matter, is subjective. But there are some evergreen truths and wisdoms that we can all live by that help us gain the most out of life even through obstacles and challenges. In this issue, I have put together for you a series of insights, tips & advice by some of the best thinkers throughout history on how to live out a good life. I hope these resonate with you.

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Newsletter Issue 51: Dignity and Why It Matters

Dignity is the state or quality of being worthy of honour or respect by virtue of being human, and every person has an intrinsic need to feel valued and needed. Yet, in our world, there is often a gap between the ideals and realities of how dignity is accorded to individuals across age, gender, social statuses and financial positions. In this issue, I'd like to bring attention to the topic of dignity, and the ways which we can protect & honour the dignity of others and ourselves.

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Newsletter Issue 50: Empowering Women In Our Midst

Women have long played a huge part in our society and economy. When it comes to uplifting women, the work extends beyond just international women's day or month. In fact, it requires continuous effort from not just leaders, but also every day folks like us to recognise and appreciate the great potential of women in our lives. In this issue, I'd like to share insights on how we can be enablers of women's progress while staying aware of the realities and struggles they may face. I hope this helps us in empowering the women and girls in our midst.

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Newsletter Issue 49: The Gift of Paying It Forward

When was the last time you received kindness from somebody? When was the last time you extended an act of kindness to someone else, and to what end? As it turns out, there can be tremendous merits and outcomes in paying forward a kindness received with a good deed to somebody else, especially when done out of gratitude. The concept of "Paying It Forward" is nothing new, but in our world, I believe we could do with more compassion and selflessness as it brings out the best in us.

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Newsletter Issue 48: Done is Better Than Perfect

As we begin a fresh year, it is a good idea to not just evaluate ourselves based on the previous year on how we have been managing our lives, but also to find out ways to become more productive as we move along. In this issue, I'd like to share with you some powerful ideas on productivity and how we can make the best of our resources, time, energy and capabilities. Let's do this!

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Newsletter Issue 47: Of Languages, Love and Possibilities

In the words of Poet Ali in his TED Talk, "Every language we learn is a portal by which we can access another language"; the more we know, the more we can speak. To round off the year, I'd like us to take a moment to learn new concepts, stories and ways of seeking and connecting, which will empower us to adapt to the needs of others & ourselves in the way we relate, love, heal, and see possibilities. I hope this inspires you.

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Newsletter Issue 46: Guiding Principles and Tips on Taking Charge of Finances in Our Lives

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.

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Newsletter Issue 45: On Teaching, Learning & Growth

All of us would have people around us that we learn from in our lives. And people whom we in turn teach and need to be accountable to at some point - as students, working adults or parents. The better we are at relating and leading others into growth, the better we become as individuals. In this issue, I hope we can draw some lessons and wisdom from these materials that can help us cultivate values and cultures that we want in our lives and lift us up.

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Newsletter Issue 44: The Ability to Rethink & Reassess Our Minds

As humans, we often like to think we're right, even when we can be wrong at times. Many of us have the unconscious tendency to seek information that support our existing beliefs & disregard or undermine those that do not match ours. But doing so without awareness or questioning can have adverse effects in the way we think, make decisions & live our lives. Today, I'd like to share with you some potential consequences of confirmation bias & what we can do about them.

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Newsletter Issue 43 : Staying Grounded in Things that Serve Us

The world as we know it has changed for good on pretty much every level - from our lifestyles, to habits, to incomes and economy. As we navigate our way and find our place in trying times, it is important to stay grounded and keep the faith as we focus on seeing and creating opportunities, solutions & meaning. While there are no quick fixes in times like these, there's still a space for us to find ways to improve and cope better in our lives. I'd like to share them with you in this issue. Let's keep our heads up in choosing to persist in hope & good thoughts, and I believe we will emerge stronger than before.

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Newsletter Issue 42 : Moms Never Retire?

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.

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Newsletter Issue 41: This is the 8th Wonder of the world - Einstein

Albert Einstein said, "Compound interest is the eighth wonder of the world. He who understands it earns it. He who doesn't, pays it."

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Newsletter Issue 40 : Mastering the Skill of Learning New Skills Fast

Today's phone in our pocket has 100,000 times the power of the computer that landed man on the moon 50 years ago. Our world is evolving at breakneck speed today. The World Economic Forum projected that more new jobs will be created compared to the ones lost. Uncertainty remains about what these new jobs would be. But the time to change our approach to learning new skills has come. The time is now. The 4th Industrial Revolution has begun.

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Newsletter Issue 39 : What is hurting Employees and Employers

There are many new things to deal with at this time while we are being isolated from life-as-usual. A new lifestyle, a new future and something that can be quite subtle - a new kind of burnout. It should do us well to be aware about this so we can learn to disengage when we need to. I wish you and your loved ones good health and may you continue to stay safe!

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Newsletter Issue 38 : Holding Space in Difficult Times

Amidst a pandemic, the profound impact & discomfort of loss or the prospect of loss is felt almost universally. We may find ourselves and even those we care about feeling anxious & restless, which makes it challenging as we find ways to adjust not just physically, but also mentally & emotionally. At this time, emotional support for one another becomes ever more essential. Here, I'd love to share with you insights that can help us have a deeper understanding on the complex emotions that we may be dealing with, & the ways in which we can provide meaningful social support in our daily interactions through being present & holding space for others.

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Newsletter Issue 37 : Covid19 - No turning back from a new future and reality

What the eyes cannot see is bringing countries to their knees as we write. The full impact of Covid19 is still unknown. It has ushered in a new reality for the World. Our lives will never be the same again. And Covid19 won't be the last. While we #fightasone, let's see how we can prepare ourselves and our children for this new future - together. Here are some good reads that I believe can help us rethink this new future and its possibilities. If you find these resources useful, please forward them to those you care about, especially at a time such as this. Cheers!

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Newsletter Issue 36 : Make these 6 decisions

Here's wishing you and yours a very fruitful 2020, and the best is yet to come! Another year, and what better way to start it with a collection of thoughts that might turn out to touch your life for the better? I hope you could find something useful and share along with those you care about too. Cheers for a blessed 2020!

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Newsletter Issue 35 : When the going gets Rough

When the going gets rough, it can at times be easy to lose sight of what we set out to attain in our lives, be it in our personal endeavours, work or finances. The process of going & pushing through such situations may not be most comfortable, but persevering and talking about how to handle them is necessary. These are perspectives I found useful and inspiring. I hope this gives you hope.

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Newsletter Issue 34 : Trust, Relationships and Emotional Security

In many ways, relationships are key to our well-being, as trusting, fulfilling relationships lay the foundation for our emotional health and security. But to work through relationships and trust matters aren't always linear or clean - they can be messy and raw. Here are some articles that I found incredibly valuable that enrich us in our personal and professional lives.

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Newsletter Issue 33 : These are simply worth sharing with you

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.

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Newsletter Issue 31 : The Power of Tiny Gains

These are some rather transformative articles that could help you and those you care about. So please be free to share them. I hope you find them beneficial. If you like them, do drop me a note and I'll be very glad to know I've added value and touched someone.

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Newsletter Issue 30 : How the World forgot to sleep

The lack of sleep being linked to chronic illnesses like diabetes and heart disease isn't a happy story. Certainly not for those of us who are more conscious about building happiness in life. Please share this newsletter issue with those you care about. We can impact lives together!

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Newsletter Issue 29 : Don't leave life without it

The Bucket List - chances are that you may not have made one. It is an interesting journey that we can take together. It's also a lot easier taking a peep at some of the most inspiring bucket lists that we have put together to share with you. Let's start one and live it out!

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Newsletter Issue 28 : 8 Ridiculously Good Recipes That Only Take 15 Minutes

Since our taste buds are not working like black and white TVs. We know it's meant for some tasty good food. Yummy! Let's stay healthy, and also up our knowledge about making some nice interesting food. Here are some really good resources curated for you.

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Newsletter Issue 27 : Life's most Powerful Lessons

There's a man in Singapore, that every time he concludes a business deal, he would go buy a plant and plant it somewhere. It's a simple way of giving back. He was also able to disengage and be with himself while doing something meaningful, albeit how simple it was. In this issue are some more examples of such life's lesson that we can benefit from. All we need, is to just take some time, slow down and breathe in the fresh air.

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Newsletter Issue 26 : 3 Financial Wisdom from a woman with 3B Net Worth

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

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Newsletter Issue 25 : Come 15th May, Singaporeans have One more thing to be proud of

In case you missed the news, besides the big 3 - US, Russia & China, tiny Singapore would be the next to send a human into Space using a helium Stratospheric balloon capable of lifting an SUV. This is a 5 years arduous journey filled with many inspiring stories. A Visionary who saw the possibilities, followed by 150 applicants to be Singapore's first Astronaut, and finally an extraordinary individual to make the trip, laying his life on the line. Yet his project isn't about Space. It's about creating a better mental model for Singaporeans - that with the heart, mind and grit, we can do great things. Enjoy this historic moment.

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Newsletter Issue 24: The Interesting secret

Or rather, this issue is about learning the secrets of being interesting. Even calling it a secret is a little too much. In today's world of overwhelming information overload, it's about paying attention to certain things that some people do to make themselves more interesting than others. We can all do better in life with a little dose of this knowledge. So let's dig in!

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Newsletter Issue 23: The way we Think

In this issue, I'd like to do something different. All of the highlights are very interesting videos from TED talks about the way we think. The videos are between 15 to 30 minutes, but they are well worth your time I promise. Hope these resources will help create marginal changes in your life every so often. Let's be enlightened together!

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Newsletter Issue 22: Why Happiness is linked to Deep Talk

Research seems to point to the fact that those who engages in deeper conversations with others are happier people. This is what I call a happy finding. It levels with what makes us human. We speak, we listen, we feel, we learn, we take and we give. And deeper conversations allow us to lift each other up.

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Newsletter Issue 21: Half of the jobs in 2020 are not yet known

In the last issue, we discussed how robots will change our lives in the future. It has become increasingly important for us to keep our minds on the ball, stay sharp and stay progressive. If half the jobs in 2020 are yet to be known to us, how can we prepare ourselves and our children today? To face a fast changing future, we need to first understand it. We need to try and take a peek into this future and start to embrace change.

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Newsletter Issue 20: Your Life is About to Change

We have come to a very unique juncture in time, where we are transitioning into the 4th industrial revolution. This is a time where technology as we know it will start to escalate in its rate of change. Our lives and jobs will surely be impacted. But how? It is time to consider this and take stock of where we might stand now and three to five years later.

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Newsletter Issue 19: The Indispensable Power of Story

From a parent to a child, between friends and professionally in the workplace - there's something special about the role of story telling. And we've a lot to learn from the world's great story tellers. Some of the best are comedians, public speakers and politicians. But there's more. I hope the following articles will help you get started in this interesting journey of learning and exploration.

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Newsletter Issue 18: Retirement dream vs reality

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

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Newsletter Issue 17: Some things don't change

The future seems to come at us at a faster pace than before. It brings along with it many questions. Will automation take over our jobs? What new jobs will be created? And which existing ones will be obsolete? How can we survive? Yet some things don't change. Understanding the things that will change and those that won't can help us carve out a better future.

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Newsletter Issue 16: 2 Tips from a 116 year old

Most of us find it hard to change even when we know we need to. If only it's as easy as a walk in the park. But once in a while, a certain change of perspective is all it takes. Hopefully, today can be one of those time for you. We can gain some insights and wisdom from these articles that are worth sharing.

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Newsletter Issue 15: The thing about Time management

Do we need to get better at time management? Or do we need to instead think about Time itself? More specifically, what it means to us - with the very limited time that we have. The answer would be different for each of us. But I'm rather certain that taking time to ponder about Time itself can be a fruitful thing to do.

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Newsletter Issue 14: What you need to beat Diabetes

The World Health Organization's latest report says diabetes has quadrupled in the past 34 years. It's certainly something that we should care about. Not just for us, but also our loved ones. Here's a starter to help us understand and prevent this disease better.

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Newsletter Issue 13: Hipster Hawker Stalls - Yummy!

Health is important, so is a good life and great food! One of the great thing about being in Singapore is that there's always new food places to explore. In this issue, I'd like to bring you to a couple really good yummy places - wrapped up with a hilarious video you don't wanna miss.

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Newsletter Issue 12: Oh how beautiful, beautiful, beautiful!

Singapore is growing as a cultural center. But why is Art important? And how can Art, in its many forms make our lives better? Deep within all of us, there's a need for expression and appreciation. There's certainly more for us to explore and learn about Art. Do not miss the video below. Oh how beautiful this is ~ a celebration of art and life!

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Newsletter Issue 11: Secrets of the Heart - Uncovered

It is always quite refreshing to discover new things about our health. In this case, Vitamin C is one of those surprises. Do watch the video below till the end ~ it could be a life saver. But please seek your doctor's opinion as well.

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Newsletter Issue 10: The result of reading

The more we read, the more we can share. And sharing is caring. Here are a few interesting articles I'd like to share with you in this issue of my newsletter. Remember to pass it along to those whom you care about too.

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Newsletter Issue 9: This isn't the bucket list

It isn't the bucket either. One good news is that more people are now surviving cancer. The other good news is that life expectancy has increased from 75 to more than age 80. But hold that thought for a moment - it's only good news if one is financially prepared to survive such a critical challenge.

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Newsletter Issue 8: Creativity

We may have thought that creativity is a realm belonging to a selected few. But is it? In this issue, we explore together some interesting stories that may strike a chord of inspiration for you. You can be creative too.

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Wall of Trust

Testimonials & Referral Notes

YOUR CATALYST TO FINANCIAL SUCCESS

My name is Eddy Ye. I have been helping many families and individuals, especially families with young children since 2012 to achieve financial success for themselves, their businesses and their loved ones.

Since then, I have touched countless lives, even achieving Million Dollar Round Table in 2015 and that gave me the motivation to reach out to even more people. If you are one of the many people that I have helped, feel free to share this profile on your social media pages so that me and my team can reach out and impact more lives. Also, go ahead and add me to your social media pages so that we can continue to add more value to you and your family!

I have specially prepared a welcome video for you:

Watch YouTube


Mr Eddy Ye
Author | Founder | Mentor | Speaker

Recommended To Eddy In 2022

I moved to Singapore at the end of 2021 and was looking for someone who can advise me on financial investments. A good friend of mine referred me to Eddy, and he came highly recommended by my friend.

I wanted someone who would be responsive, proactive and also highly knowledgeable about the financial markets. My friend mentioned that she and her husband have been investing with Eddy since 2015. Eddy ticked all the boxes for my requirements.

Eddy genuinely cares about his clients which made him different from the rest. In the first zoom consultation, he was not extremely aggressive and pushy unlike some of the other people I had spoken to. Investing one's hard earned money means you need someone who is trustworthy and is in it for the long run. Eddy struck me as someone like that.

I like the fact that I don’t need to spend time looking after my investments. As I look after the global region for my company’s business, I need someone who will take care of everything I need vis-a-vis investments. I have benefitted from good investment recommendations based on my needs and lifestyle as well as tips on how to reduce my income tax.

I would highly recommend Eddy to someone looking for sustainable investment options and someone who has very little time to keep checking their funds. Eddy is proactive and very client friendly so this is a great benefit to me.

Overall, I am happy and satisfied and want to do more investments with Eddy!


Mrs Sushma
Global Business Director
Givaudan

Recommended To Eddy In 2021

Eddy was recommended to me through my childhood friend, Harpreet. I find him honest and transparent in his consultation process. To me, this is very important for building long term relationships with clients because I’m in the sales industry as well.

A big difference between Eddy and other consultants that I have spoken to lies in the fact that he will not force a specific plan on you and he shared both the pros and cons clearly for each solution provided. I can see that Eddy put in a lot of effort into building trust with clients in a long term partnership and he’s definitely not looking for closing short term deals.

Why I wanted to meet Eddy was because I’m looking to invest in mutual funds and he has shared greater insights and portfolio details which further helped me in taking the right call.

Receiving regular updates on market performance and how it impacts my investment helps me in building confidence to invest for the long term.

I genuinely recommend Eddy who’s looking for a patient and trustworthy consultant/friend in both good and bad times. You can trust Eddy for quality consulting with desired outcome in a specific time frame.

Overall, great guy, trustworthy, knowledgeable and most importantly honest...


Mr Anant
Associate Director
RGF Talent Solutions Singapore Pte Ltd

RECOMMENDED TO EDDY IN 2013

We were recommended to Eddy through our friends who are also his existing clients. We were starting a family back then and looking at options on how to secure our financial future.

Eddy was persistent in following up with us without making us feel pressured about making a decision. We really appreciate the fact that he doesn’t hard sell. In fact, he has broad knowledge on how to protect our income and to make our money work for us.

We are happy that he always take the initiative to share new insights and wisdom whenever we catch up. At one point, we had some medical claims which he helped us with and we are thankful for his service during those difficult times. We won’t forget the time he visited us in the hospital to help us with our claims.

We often recommend him to our friends who are new in Singapore and in need of planning. He’s really good at helping expatriates to be financially secured in a place like Singapore, where the cost of living is on the rise.

Mr Antonio & Mrs Gertz
AutoDesk Asia Pte Ltd & Razer Asia Pacific Pte Ltd
Principal Software Engineer & Senior Software Engineer

A Trusted Friend & Adviser

I knew Eddy back in 2009 during our National Service days. What struck me was that Eddy is a committed and a reliable individual who put the interest of others first before him. As an instructor in the army, Eddy will show care and concern towards his subordinates by ensuring that they are well taken of.

Having known Eddy for years, I can safely say that he is a trustworthy person and a professional in his line of work. His service is unrivaled and he is one of the best consultant I have met.

Despite being a savvy investor myself, Eddy never fails to surprise me with his wealth of knowledge whenever we met. I am always learning new ideas from him and he will also share on the various updates in the financial services industry.

I have learnt many things from Eddy. For instance, Eddy advised me on the CPF nomination process and the implications of not having a nomination done. This aside, Eddy will regularly share with me the latest updates on topics which I am interested in.

I will say that people from all walks of life will benefit from working with him. Eddy will customize and personalize his service to cater to your needs. Even after the consultation, Eddy make it a point to check in with me to ensure that my needs are well taken care of.

I will strongly recommend Eddy to anyone for his top-notch service and his ability to connect with his clients. Give him a chance and I am sure that you will not regret your decision.

Soon Hao
Teacher
Ministry of Education

Recommended To Eddy In 2020

My wife and I were recommended to Eddy by our boss, Jack. We have heard many good feedback about him and that already built trust before meeting him. Eddy is prompt on his follow up to ensure that we can move forward with our discussion and reach a conclusion eventually.

He really understand the concerns and expectations we have as expats working in Singapore when it comes to financial planning and the entire process was advice driven rather than sales driven. The outcome we get from the consultation was to plan our finances in a holistic manner.

Eddy made us feel that he’s always there for us because of the quick response we get be it via text or phone calls. Even if you are very savvy with insurance and investments, we highly recommend you to have a conversation with Eddy because he helps you to look at things from a different perspective.

He’s the best consultant I have met so far with reference to others whom I have met in India and Singapore.



Mr Vikas & Mrs Heena
System Analyst
Accenture Pte Ltd

Recommended To Eddy In 2014

Eddy was recommended to me by Patrick who is his client. Eddy has very good work ethics and is meticulous in discussing the terms of the financial planning options available to me.

I can feel that Eddy genuinely care for his clients when giving advice and he’s able to answer questions with simple terms to help me understand the solutions easier.

I do not feel that the entire process is pushy and in fact Eddy provided good insights on why there is a need for the solutions he provided and that helped me to make a buying decision.

I highly recommend people to start their planning early so that they can enjoy in their later years and Eddy will definitely be the consultant to speak to.

Ms Mirela
Financial Controller
Noble Resources International Pte Ltd

Recommended to Eddy in 2015

Eddy was introduced to me by Rajesh Baronia and he has been taking care of my family financial portfolio for the last 5 years. To me, Eddy is a well known or a star adviser because many of our team members in IBM are his client.

This gave me absolute confidence and comfort to discuss financial planning with him and there’s no need for me to seek for alternate options in the market. I really like that smiling and friendly personality of Eddy backed with great knowledge in investments, insurance and other legalities.

My family and I have defintely benefitted from having Eddy as our consultant because he gave advice from his heart to ensure that our money is deployed in the right direction to protect our income against the unforeseen circumstances and at the same time, turning lazy money into hardworking ones.

I would highly recommend Eddy to all expats with young children to have a conversation with him and to exchange financial perspectives.


Mr Giri
Asean Solution Design Leader
IBM Singapore Pte Ltd

RECOMMENDED TO EDDY IN 2017

Eddy came highly recommended to us by a close friend. We chose to work with him because he always gave us advice that was good for us (even if it meant business loss for him). He put our interests first and this is a rare trait in today’s competitive industry.

What made Eddy different from the rest of the competition is that he is not pushy at all. He soon became a friend and gets to know us and our family. He remembers what we told him and always acts in our interest. It is a joy to do business with him.

We have greatly benefitted from working with Eddy because he has helped us to identify the most suitable financial solutions for our needs. It is a big relief for us to be given a sound and an unbiased advice. This is really important to us.

Eddy has helped us to better understand our financial planning needs (especially when we have already bought another policy from a different service provider). His advice has helped us to get the perfect backup policy for our family and this is an intangible benefit we got from his partnership.

We would blindly recommend Eddy to everyone, especially expatriates who are living in Singapore. He is an asset as a financial planner. Seek his advice without any doubts and you will also gain a friend!

Mr Vivek & Mrs Praveena
Entrepreneur & CEO
Investec Asset Management Singapore Pte Ltd

FRIENDSHIP & PARTNERSHIP SINCE 2014

We met Eddy at a baby fair in 2014. He’s professional, able to answer questions promptly, no hard selling, always smiling and courteous in all business dealings. These made us feel comfortable working with him.

Eddy’s professional yet approachable demeanor on a personal level made us clicked like old time friends as well. We definitely benefitted from working with Eddy because we did not know previously how we can utilize our CPF monies to invest and to create a safety net for our housing loan and retirement.

We are glad that Eddy was able to maximize the returns on our CPF funds which gave us greater peace of mind and security in the event we were to lose our job and have difficulty paying for housing loan. He also ensure that our children have comprehensive coverage.

We are really happy with the CPF investments Eddy has done for us, it has grown at a commendable rate. We highly recommend Eddy to families who are serious in creating a safety net for their liabilities and growing assets for their retirement.

Mr Farhan & Mrs Fazrina
Network Engineer & Senior Staff Nurse
Genpact Consulting Pte Ltd & Home Nursing Foundation

RECOMMENDED TO EDDY IN 2015

Eddy was recommended by my wife’s colleague (Nagraj). Our first encounter with Eddy was he’s very professional and at the same time made us feel like talking to an old friend. He took time to find out more about me and my wife settling down in Singapore from holding a foreigner work pass to eventually getting a permanent residency.

Eddy’s expertise is broad and doesn’t just reflect upon the good aspects of his solutions but shows a window of other solutions and goes above and beyond of what is being queried for. Eddy gave his own perspectives and moulds the solutions based on the needs of the customers.

His in-depth knowledge about the products and the way it’s presented along with humane touch of greetings on important life moments (for me that’s simple greeting cards, cute toys for my kids in their life moments) made him rise above the competition.

After our first consultation, I had changed the way I look at insurance/savings policies and aim to go more in-depth for planning. Moreover, I have a peace of mind as Eddy is the one I can ring up or ask for details and assistance. I feel that Eddy has done a holistic planning for my family which cover various aspects of ‘what if’ in life.

I highly recommend Eddy to parents with children who would wish to have a stable and secured future paved out for themselves and their family.

Keep your smile!


Mr Anupam
Assistant Vice President
JP Morgan

RECOMMENDED TO EDDY IN 2017

I was looking for investment options in Singapore and I have learnt about Eddy from my colleague, Shashikant. Shashi was a happy client of Eddy and he introduced me to him.

Eddy has good insights of the market and investment products. He is very patient and has ‘SME level’ kind of knowledge in investment portfolios. Being a foreigner, I was not sure which investment option to go for in Singapore. He translated the complex financial products (suitable for me) into an easy to understand format and helped me in gaining confidence to invest.

Eddy’s knowledge, personality, the ability of explaining complex investment products in a simple format made him outstanding. The best part - he provides advice based on the client’s priorities and never enforce his thoughts on the client. This helps to educate the client and subsequently select a suitable solution.

Eddy is always available for his clients over the phone, email or WhatsApp and his personal assistant will update me on the portfolios status timely. There are tons of investment tools/products/options available in the market and selecting the most suitable one could be a nightmare. That’s where Eddy’s knowledge plays an important role. He brings the best solution customized to an individual client.

I strongly believe that all of his clients have benefitted from working with Eddy and his team. Eddy maintains ‘family like’ personal touch with his clients and every meet up I get to learn something from him.

Keep in touch as you always do buddy :)

Mr Nikheel
Director
Bank of Singapore Ltd

RECOMMENDED TO EDDY IN 2014

I was recommended to Eddy from his existing client, Kailash, who highly rated him.

I love his personality. He talks nice, always one call away, never shy from answering any questions and very straight forward. I feel that Eddy’s attitude gave him a heavy edge against his competition.

Previously I had a surgery and 100% of the hospital bill was claimed, no questions asked. Eddy has helped me a lot to get my claims done. It’s about peace of mind when I know that I’m being insured.

I personally feel that all corporate employees should be covered with a personal medical plan to have a peace of mind. As Eddy always like to ask: “Are you married to your company?”

I hope that Eddy will remain as who he is and maintain his signature smile :)


Mr Mayank
Vice President
Global Technology Operation
Bank of America

FRIENDSHIP & PARTNERSHIP SINCE 2014

I had the opportunity to work with Eddy for my personal financial planning. Eddy is a very detailed person and maintains professionalism at all times.

Throughout the engagement we had, Eddy is always willing to go the extra mile and provide professional support or advice beyond the original scope of our engagement.

Mr Jack
Business Technology Manager
Accenture Pte Ltd

Recommended To Eddy In 2018

Eddy was highly recommended to me by my friend Shashi. When we just met, I got a good vibes about Eddy and the way he convinced me on the benefits of the financial products and also what will I lose out if I do not opt for them.

The way Eddy treats people in every meeting is a unique experience. Today, I am adequately covered and have a good portfolio of investment in financial products that makes me feel secured.

I felt that the intangible results I got from working with Eddy is the feeling of being secured with the insurance coverage and the investments that I am confident will reap good returns in the future.

Eddy’s extensive knowledge in the financial products and catering to every unique needs of individuals and families will benefit anyone who work with him.

Eddy is always there for me and I’m always delighted at the fast response he gave on WhatsApp - regardless of the nature of query.


Mr Sridhar
Director
Bank of Singapore Ltd

A Trusted Friend & Adviser

Eddy and I grew up together. We were poly classmates and went on to do our degree together as well. He is someone whom I can trust. I have worked with him before and I know that I can always count on him.

I have known Eddy for a long time since 2005 and he never fail to over deliver. Eddy knows what he is doing as he is a very meticulous person. I have done my entire financial planning with him. When my car windscreen cracked, I called him and he told me how much I needed to bare and where I should go to get it changed. He is always just a call away whenever I need help.

I also learnt that there are so much more than just insurance. There are CPF nomination, will writing etc that I wasn’t aware of which Eddy has helped me with. Everyone that I know will benefit from working with Eddy and his team, especially family with young children.




Mr Nigel
Associate Marketing Director
Propnex Realty Pte Ltd

First Client 2012

I met Eddy at a baby fair expo in 2012 where I was one of the exhibitor. I approached him to give out some of the baby products and in exchange he shared with me an interesting financial planning concept. That’s where I started my planning with Eddy.

Eddy gave me the feel that he is genuine and super polite. Chatting with Eddy is like talking to an old friend even though I just met him. I trust him like a big brother where he will handle my financials very well and its still going great in this 7 years of partnership. I will continue and choose to work with him in many years to come.

Eddy’s sincerity and genuinity make him different from others in the industry. You have to meet him to find out. I’m not good with words. Eddy is a lot better than I can describe. Thanks a lot bro!

Through Eddy’s guidance and knowledge, I got to know the importance of financial planning. Eddy has influenced me a lot in getting to know more about not just our personal financials but also our loved ones’ financials too.

Recently, I had an accidental injury and got to claim what is stated in the policy. Everything is accurate and transparent. Building a real connection with Eddy and engaging in meaningful conversations with him is most worthwhile, including casual conversations. I’m sure anyone that get to know Eddy will have the same experience as I had.

Knowing a few true friends in life is a great blessing. Thank you so much Eddy. It has been a great journey working with you.


Mr Queh Yi
Sales

Recommended To Eddy In 2020

Eddy was recommended to us by our mutual friend, Mayank, who has been his client for many years. We received a lot of good feedback about Eddy from Mayank and Eddy was able to understand our requirements and advice us on financial solutions that best suited our needs in the very initial discussion.

The consultation experience we had with Eddy was very different. He provided us with detailed information on the solutions and also made sure we understood all the options we had to make an informed decision.

The best thing about Eddy is that he never rush us to take a decision. We were given ample time to think before making our commitments. Not to forget in all our sessions, Eddy reminded us with his slogan: “You can always say no”, which made us feel more comfortable to discuss with him about all the pros and cons of the proposed solutions.

We are glad to have met Eddy because we feel that this is an important step we have taken to secure ourselves financially and he made it easy for us to arrive at a decision by walking us through the whole consultation process smoothly. The end result was proper financial planning and setting right goals for our future.

We wouldn’t hesitate to recommend families and individuals to work with Eddy to get their financials in good order.

P.S. Eddy has been really helpful in providing us the required information and advise us on the right financial options to have a peace of mind.

Mr Dipin & Mrs Arpitha
Lead DevOps Engineer & Digital Marketing Manager
Versent Pte Ltd & Redhill Communications

Recommended To Eddy In 2016

Eddy came highly recommended to me by my colleague. When we think of Eddy, it’s always his smiling face comes first. He is a polite person who is willing to help always. We have alot of trust on him that he will stand by the client’s side.

Others will NOT be willing to do any post follow ups after the policy has been taken. Eddy stands unique by regular follow ups and continue to increase our knowledge about the financial products available in the market.

Eddy always have facts (with evidences) when he is explaining the products. With his guidance, we have benefitted with regards to the hospitalization policies and the investment policies.

When I was hospitalized, I do not have to worry about the hospitalization bill. During the initial sign up of the policy, he had given guidance on which policy will suit our needs.

For those who requires a trusted adviser and consultant, I would strongly recommend Eddy because of his knowledge, his approach, his politeness and his availability.

Once you start working with Eddy, you will feel that he is your well wisher. His kind gestures makes you feel very happy. My kids like him a lot.



Mr Santhana
Assistant Vice President
DBS Bank Ltd

Friendship & Partnership Since 2015

I met Eddy at a baby fair in 2015. I chose to work with Eddy because I find that he is prompt in his service and able to provide financial solutions dedicated to my needs.

What differentiates Eddy from my previous consultant would definitely be his responsibility, excellent after sales service and superb patience when explaining financial products to me.

Through Eddy, I have learnt more about the importance of insurance, health benefits assurance and investments. This gave me a better wealth protection and assets accumulation in retirement.

One of the tangible benefit I got from Eddy’s partnership was a hassle free procedure when submitting medical claims for my son who got admitted to the hospital recently.

Me and my family have benefitted from Eddy’s advice, especially my son. I do not have to worry about the medical bills, education fees and my money has become “smarter” in that sense, where it is put into good use.

I would strongly recommend Eddy to my friends and relatives so they get to benefit from the work Eddy and his team does.



Mrs Adeline
Sales Manager
Phoon Huat Pte Ltd

Friendship & Partnership Since 2013

I get to know Eddy around year 2013 at the baby fair at Expo. He approached me to buy baby insurance for my 1st Daughter Samantha. I find that he is a very sincere person and he is very confident and well verse in his products.

I bought the medical insurance for Samantha and later on my 2nd Daughter Sarah in year 2015. Eddy is very attentive to our needs and he is able to understand my family needs and does not do hard selling like most of the other agents.

I find that he is consistent and devoted to his work. He will make a point to meet us regularly to update my policies, though I did not buy new policy. He is patient and a good listener.

When we meet up, he is more like a friend than a consultant. We would share our daily life experiences, not just policies. I am willing to recommend him not just a consultant but a friend. Thank you Eddy.

Mr Jeremy
Technical Sales Manager
Fujifilm Electronic Materials Pte Ltd

Recommended To Eddy In 2013

Me and my wife met Eddy in 2013 after we were recommended to him by our friend. Eddy came highly recommended by our friend, and we decided to speak with him to see if he could address our financial planning needs.

One of Eddy’s competitive advantage is that he took the pain to understand our specific requirements and needs, and uses his in-depth knowledge to recommend the most suitable products to us. He’s also someone who is willing to go that extra mile when it comes to policy claims.

Eddy’s advice has allowed us to diversify our investments and maintain adequate coverage for our family. Being exposed to different financial and investment products in the marketplace and knowing which is the best fit for our family are the biggest takeaway in this partnership with Eddy.

I highly recommend family with young children who is looking to outsource their financial risk and looking to multiply their wealth to have a conversation with Eddy.


Mr Alan
Vice President
Banking & Finance

Friendship & Partnership Since 2015

I met Eddy at a baby fair back in 2015. He is friendly, courteous, helpful and very knowledgeable when it comes to financial planning. What I really like about Eddy from other consultants is that he took the extra effort whenever needed, to always deliver more than what was asked for.

My family have done up our planning with Eddy for the past 5 years and till date, it has been a great experience working with Eddy and his team. I would happily recommend Eddy whenever I have friends who have just arrived to work in Singapore for their planning.

Eddy is a friend and a great person to know. I’m glad that I have met him and I trust him with keeping my family financially safe and protected.



Mr Rohan
Research Director
Quilt AI Pte Ltd

Your Premier Choice - Mr Jeff & Mrs Jowy

Eddy was extremely attentive and very good at following up. We have been extremely happy with his service ever since. The thing that impressed us most about Eddy was just his dedication to the job.

I have worked with other agents that once you signed the documents and I never hear from them again. It’s definitely not the case with Eddy. He always check in with us to see if everything is ok and anything he can help us with.

He made a really big effort to make us feel welcome and get to know us. He knows exactly when it’s my birthday and wishes me happy birthday. He always there for us. He’s like a close friend to us rather than just an agent.

One of the things that really impressed us wasn’t just the product knowledge. It was his ability to quickly translate that to what it means for us. He was able to say if you put in this much and he could instantly translate that to dollar values and how much it would require us to invest and approximately what the returns would be in a lot of cases.

His math is super fast.

We have been recommending Eddy to people who have been in need of insurance just because he has been the best insurance agent we have met. The most attentive and the best follow up that we say.

He feels reliable.

Watch Video Testimonial on YouTube


Mr Jeffrey & Mrs Jowy
Engineer & Graphics Designer

Your Premier Choice - Mr Chun Siong

My first adviser was my ex-colleague whom I have known for more than 15 years. But somehow the interaction and relationship that was built up between Eddy and I were far more better over a span of two years.

It has became a friendship rather than a client relationship. This guy has proven he’s smart enough to hire an assistant to deal with all the administrative matters while he can focus on valued added job on hand. And he’s highly driven.

One of the most memorable experience I had was when my newborn baby is coming to one month old. I’m surprised and touched that Eddy do pay us a surprise visit at my house with a gift for my baby boy.

That day was a rainy day. He took the effort even though I told him it’s not necessary. But he just dropped by and sent his sweet regards.

Watch Video Testimonial on YouTube


Mr Chun Siong
Director
Grand Venture Technology Ltd

Your Premier Choice - Mr Ravi

It was not easy for me to switch from one adviser to the other adviser because I already had one adviser who was helping me with insurance products and investments.

Because of Eddy’s persistence, regular follow up, giving me knowledge about the market what’s going on. I think it made me moved from one adviser to the other one, so that’s where I chose Eddy to be my new financial adviser.

I felt good was that he had a complete product knowledge. So if I ask him question, he has the answers. So I believe the trust which Eddy has built over last three years is the best thing I have had.

Whenever I needed any financial advice, I was doing my research on my own and you know talking to my friends etcetera when it was last adviser. But now whenever I need anything I just whatsapp Eddy and the answers start flowing through.

And the best part is that you assign something to Eddy and it’s done. It’s completed in time and it’s very well done. So I now do not need to do research on my own. I just send it to Eddy and he does his job and comes back to me. So it’s an excellent service.

He has built the trust with me over last three years and ultimately as an individual, if all my insurance and investment needs are taken care of from customer service to product knowledge to even will writing or mortgage financing.

That’s a clear reason of why I should recommend him to my friends and my colleagues.

Watch Video Testimonial on YouTube


Mr Ravi
Banker

Your Premier Choice - Mr Yong Hua

Best attributes is his ability to keep in touch with his clients, to be very fast in reacting to our needs, our queries. Which is a far cry from some of the agents I have met before. Who doesn’t respond when we need them and who are most of the time in fact either overseas or uncontactable.

So I think this is a very good competitive advantage of his and also at the same time it makes him very approachable. And that explain why we have purchased quite a number of policies from him, totaling about close to $40,000 per annum.

Although I have known Eddy for three years, he seems like an old friend to me. So certainly I would introduce him to my friends and my relatives when they have any insurance or financial advisory needs.

I would say that to date I’m very happy with his service and his friendship as well.
He certainly impress me. He’s a very young energetic man who has been very focused on his work, very professional.

And most of all, he’s very personable. I think he is what he is. And I think he’s very customer oriented.

I’m totally happy with him as well as thankful for his friendship.

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Mr Yong Hua
Vice President
Jurong Port Pte Ltd

Your Premier Choice - Mr Ong & Mrs Ong

I was very defensive. But he was very patient. He explains to me why I should have this or not. Then when I expressed that we are not going to take, he don’t hard sell.

He just tell us that ok you think about it. In future you can have this one first. So he’s a very patient, very high EQ person. He’s very passionate about his job. So I like him because he’s a very patient person.

He explains to us in a very non sophisticated manner. He’s a very straightforward guy, no other turnaround just to get us to sign the thing. So whenever we don’t want, then he will just say ok this is probably not for you. Then this is another one you can think about.

That’s what I liked about him, very patient, knowledgeable. In fact for other agents, I never see them before. I only see them the first time or second time during the explanation or signing. After signing, I probably won’t hear from them at all. Even I got questions, it was a very fast response.

Whereas for Eddy, I can say that he’s the only agent I can remember his face. I get to know his young child. This is a very personal touch that I enjoy. You see product wise everyone could be from the same company. But the personal touch that Eddy has is very different.

But for personal touch, this is the key thing that I enjoy from Eddy. This is something that my wife and me really trust about Eddy.

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Mr Ong & Mrs Ong
Taxi Driver & Housewife