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Karna Wee

In Touch

A Monthly Curated Newsletter

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.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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19 Personal Finance Tips You Were Never Taught—but Need to Know

We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest.

 
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Financial Advice From KIDS

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Karna Wee
 
 
 
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DISCLAIMER

This is not an official AIA newsletter. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.

© Karna Wee, All rights reserved.

Testimonials and Referral Notes

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Yinxia

Karna and Crystal, 谢谢两位专业、有活力的保险经纪,事无巨细地耐心跟我讲解每个保单,让我更加了解保单里的细节。 两位经纪也很细心地帮我规划我的保险,让我的生活更加有保障。 谢谢你们!

Karna

Thank you for your support and trust and for contributing to my achievements. I will continue to strive to do my best for each and everyone of you and continue to be the guardian of your families and dreams. Let's work together to have another fulfilling year ahead!

Hai Juan

谢谢你,在我不懂该如何投保保护自己的时候,给予了有效的建议。在有疑问的时候,你都第一时间回复信息解答问题,给予帮助。你的态度就是客户的定心丸,谢谢你Karna,感恩有你!

Karna

Dear everyone, Thank you for all the love and trust that you place in me. 2020 was a unique year and we managed to pull through it together. Let's continue to work hard towards our goals and dreams and towards a better future! Stay safe and we will ride through 2021 together smoothly too!

Kenny & Silvia

感谢你们给予专业的意见以及建议,让我们更加了解哪一个保单更加适合我们,也让我们能找到合适我们的保单以及我们是能力范围可以承担的保费。在我们觉得很混乱的时候,给了我们很多帮助,细心的耐心的一一解答我们的问题……

Charis

I kick started my financial planning journey today with Karna, and opened my first savings account! I first met Karna when I was working as her PA, and she moved me with her genuineness right from our first meeting. As a skeptic, I used to avoid financial planning and planners like the plague, however, while working with her, I witnessed Karna's conviction and dedication in giving the best to her clients. That is quality of hers that I really admire, and I remember thinking to myself, 'when I've gathered an amount that I'm personally satisfied with, I will do something with it, and when that time comes, I would love for Karna to administer it', and today, we did that! Karna carefully listened to my goals and provided me with comprehensive information. She was very transparent and gave me informed advice which not only aligns with my goals, but goes as far as supplementing them. No upselling, no pressure, almost like seeking advice from a friend. Her cheerful and personable nature made her a very nice person to be around, which made the appointment a very pleasant and fulfilling one! I didn't walk away wondering if I made the right choice, which often happens with impulse purchases or commitments. Instead, I left feeling super accomplished and relieved. Very happy!