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Karna Wee

In Touch

A Monthly Curated Newsletter

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!

Chinese New Year 2024 - 10 Best Reunion Dinner & Delicious Takeaways!

Elevate your Chinese New Year celebrations in 2024 with the 10 best reunion dinner options in Singapore

 
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Eight Money Resolutions to Consider for a Financially Secure 2024

The article outlines eight financial resolutions for 2024, focusing on evaluating personal finances, practicing the ‘3Ms’ (Measure, Monitor, Manage), starting an emergency fund, budgeting, investing in oneself, paying off high-interest debts, diversifying investments, and establishing a regular savings plan.

 
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The World Ahead 2024: five stories to watch out for

 
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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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Chelsea

Hi Karna & Jennifer! Thank you for helping me understand what my portfolio lacks and how to better it! As a young adult starting out my career and the rest of my life, I feel that it's very important for me to start planning early for the different phases of my life. Financial planning may be an intimidating thing but with you and Jennifer, it was a breeze! With layman explanations, I fully understood what I will be covered under any circumstances. I look forward to working with you and I'd highly recommend you guys to any of my friends who are looking to kick start their financial planning! 💪🏻 Thank you again for your time today, I really appreciate it! ❤️

Chwee Fern

Hi Karna, Thank you for being so helpful and patience in explaining the insurance policies, also in guiding me to find the most suitable and ideal policies in Singapore. I love the summaries of the insurance plans you have prepared for me so far (including those I have with my previous agents), it’s very useful especially when I have several existing plans and I tend to forget the details of the coverage and benefit easily. Highly recommend to others. Thank you for your time today. See you soon and stay safe :)

Adron, Director

Karna is professional and prompt in providing excellent financial services. She is objective in providing non-biased advice to client. A reliable agent to work with.Thank you, Karna.

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!

Monica

I have been thinking of this for awhile now & have really wanted to start on this, Chris & Karna made it so easy for me to absorb the details (not just jargons). I really appreciate how you explain things to me, especially for someone who don’t know much & not sure even on what questions to ask! In the area of protection (TCM benefits), I never know that I have these benefits until you highlighted it to me, and the whole claim process is not as daunting as I would have thought! What is more personal is that we are of similar lifestage & can connect so well, and I am very sure you will connect very nicely with family when they are back in Singapore too! Overall, I am living it now, knowing what these programs & plannings truly mean to me!

Vivian, Executive

Karna is very committed to work and treat her clients like friend. She explains my new policy with her and even go to an extra mile to compile all my policies. She has many pipelines on financial services and share update on any new products. I am very grateful to know this sweet lady.