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Karna Wee

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.
 
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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Evelyn, Executive

Karna is always patient with my questions and needs. As I don't stay in singapore and my needs are different from the rest she listen and helps me to plan out an insurance plan that cater for me and my kids. She is very responsive and easily reachable. Her well-equipped with knowledge makes me have confident in her. Been introducing some of my friends to her and no complaints from them. Thank you for being my Insurance Agent. Highly recommended A* agent. 🤩

Kelvin

Karna is an Agent dedicated to helping folks around her. She regard her Clients as friends and not just a business deal. Glad to know her and entrusting my policies with her.

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!

Filbert, Business Owner

Hi Everyone! Karna and Kamen have been amazing consultants since the day I met them. They are always so patient and take the time to understand what my family needed before recommending us the best plans to get. They also often go the extra mile to help us in collating our previous insurance records in order for us to get a much better idea of what we have. I think it's really important that consultants are well-versed with the entire spectrum of products and Karna and Kamen never fail to deliver and are always able to explain all these policies in the simplest way possible which is easy to understand. Their passion and dedication towards their work is also very inspiring. Thank you for all the help thus far and I'm looking forward to more advice from you both in future!

Roland

Karna is very detailed in explaining to me the features of the plan and to ensure I know what I am signing and she is very accommodating to meet my time during our meet ups.

Mr Koung, Business Owner

Karna and Kamen 是两位都很敬业的年轻保险经纪。他们都很有耐性解释不通有意的保险配套,也常常提出对我们都很有利的财务建议。认识了他们那么多年,我对他们的服务都一直很满意。有了他们的协助,我能更好地管理名下的保单等等。希望他们再接再厉,继续带给为更多人最佳的服务。