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Karna Wee

In Touch

A Monthly Curated Newsletter

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.

50 Very Short Rules for a Good Life From the Stoics

The best pieces of wisdom gathered from a body of work that spans 2,000 years.

 
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Living a Good (Financial) Life

Living a good financial life is like hiking. You have to understand where you are, figure out where you want to go, figure out how to get there, and understand ahead of time that there will be challenges and setbacks.

 
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Marcus Aurelius — How to Live A Good Life

 
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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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Therisa

Happy to have Karna as my family’s insurance agent. Karna provides assistance and ample information for the type of proposal that best suits us. Definitely not the type of Financial Planner people usually try to avoid. Karna always puts our interest at heart, patiently listens and giving advice for us to provide a better future for our kids. 10/10 would do it again with Karna!

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 :)

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! ❤️

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!

Eileen, Secretary

Karna is detailed with her work and is genuinely interested in me and my family's well being while assisting and answering all my queries with patience. You are definitely in good hands when you plan with her.

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.