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Karna Wee

In Touch

A Monthly Curated Newsletter

In an environment of rising inflation and uncertainties in global geo-political climate, almost no one is spared from the economic consequences of the day. It is therefore more important than ever to be intentional and mindful in how we manage our finances in our daily living. Here, I have put together some resources which you can tap on to help you gain a better insight on how you can be more savvy with your money.

Inflation woes? We crowdsourced 9 grocery-shopping tips from aunties

Feeling the pinch? Here's a list of simple hacks when you're out shopping for essentials.

 
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How To Create a Personal Budget in 6 Steps

Budgeting allows you to effectively track and manage your income so you can control how much you spend and save. Use the following steps to create and manage a successful budget

 
read more
 

JAPANESE MONEY SAVINGS TIPS - Kakeh - Shsei

 
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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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Elizabeth

I had an very interesting session with Karna and Jun. I am able to understand the plans better as it was explained in perfect and detailed manner. Thank you for the interesting session.

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!

Eden

Hey Karna and Kamen! Thank you so much for your advice over the years! Great meet up for my yearly review nearing to my birthday ! To make sure i am well align with my age, health, financial planning! 🌟😁🌟🎁. Always Awesome to know i am well covered and how to grow wealth and protect my family and love ones !

Ms Ohnmar

I had a wonderful experience with AIA Insurance. Ms Karna Wee provided excellent service and made the process of insurance quick and easy. She was very thorough and efficient and I am happy to know that dealing with insurance can be this painless. I will definitely return to Ms Karna Wee. Thanks again for your kind services. 😇

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!

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!