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Karna Wee

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
Proudly Brought to You
 
I seek to reach out to people who believe in creating a safe financial environment for 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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WhatsApp me at +65 97101086   
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Testimonials and Referral Notes

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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.

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. 😇

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!

Amy

I would sincerely like express my gratitude to Karna and Amin for their thoughtfulness and professionalism to explain the various type of proposal in order to suits what’s best for my needs throughout the discussion. You are indeed a very meticulous, attentive & helpful person which I’m very impressed with your service. You all went extra miles… Thanks so much .. really appreciate 😄

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.

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!