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Karna Wee

In Touch

A Monthly Curated Newsletter

In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together.

2024 Financial Goals: 5 Resolutions to Avoid

Kay Dee Cole advises avoiding vague or overly ambitious financial resolutions for 2024, emphasizing realistic, value-aligned goal setting.

 
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5 Reasons You Should Create Reflection Rituals At The End Of The Year

Danielle Anson discusses the benefits of end-of-year reflection for personal growth, healing, and setting future intentions.

 
read more
 

The Habit That Could Improve Your Career | Paul Catchlove | TED

 
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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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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。

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!

Gabriel, Director

Today is our 1st review session, for me to give you all the inputs because I trust you both (leaving it to the experts to advise and manage my portfolio). Looking forward to your analysis and advice moving ahead

Senthu, Director

I love the way you explain using the pyramid, which allow me to take note of the things to build & focus on. The explanation of things were very good, and helps to increase my awareness given my unique current life-stage (own level of comfort). Both Chris & Karna are able to help assist in the management of this overview & breaking it down to bite size, thank you!

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!

Mdm Low

Karna is very knowledgeable in assisting me with my queries for estate planning and asset distribution. She was able to give me assurance that my family will be well taken care of when I am not around. Thank you so much for your kind service and explanation.