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Karna Wee

In Touch

A Monthly Curated Newsletter

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.

Financial Lessons From Mom That Built A Lasting Legacy

Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.

 
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Mother's Love for a Boy

A Mother's love and upbringing can help change the destiny of a child. A story of Thomas Edison that you may not know about.

 
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Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB

 
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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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Jackie

Karna and Jun is very nice. They give exactly what I looking for together with great advise on what I can add on to it. Good job and keep it up.

Karna

Thank you for walking through another great year with me. Your unwavering trust and support grants me strength to do better & be better each & every day and my achievements are because of YOU. Let’s continue to work together towards achieving all our desired goals and may we be one more step closer to achieving our dreams in this year.

Raymond, Executive

Happy to have these pretty ladies to help me out with all my insurance policies! I believe with them and AIA, I’m all in good hands

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.

Jennifer, Consultant

Karna is a very responsible, kind and cheerful agent. She knows her product well and will recommend the most suitable one. She also puts in extra effort to rearrange all (including other companies) policies i have into a file so that I have a clear idea on how well and how much I am covered. Thank you for your effort babe <3 <3 <3

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!