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Karna Wee

In Touch

A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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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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Halim

Hello Karna & Partner, good afternoon on behalf of my family I would like to say big thank you for your kind support through this few years with us. No doubt everyone busy with other family matters & working schedule, you & partner never forget our family. Hopefully with the right time we shall meet up again so we can catch up with the new updates on the policy and have some lunch at our home We value you & partner for the service that’s given to our family Salute & Respect ✊

Evelyn, Executive

Karna is always patient with my questions and needs. As I don't stay in singapore and my needs are different from the rest she listen and helps me to plan out an insurance plan that cater for me and my kids. She is very responsive and easily reachable. Her well-equipped with knowledge makes me have confident in her. Been introducing some of my friends to her and no complaints from them. Thank you for being my Insurance Agent. Highly recommended A* agent. 🤩

Denise, Business Owner

Karna is one of the best agents I have met. She can very well understand your requirements and identify plans that best suit me at different stages of my life planning. Well-equipped with knowledge, she is able to greatly assist not only for personal requirements but also for my business. She takes effort to simplify things so that it is so easy and clear to understand, especially helpful if you’re not someone who likes or are familiar with financial terms and concepts. A very responsible and professional agent who you can always trust and rely on at any time. Also a sincere and genuine person who felt like a really long time friend! Thankful for her help in getting my life well-planned and protected. Highly recommend her service! Two thumbs up 👍👍

Faizah & Vicky

After meeting more than 10 insurance agents, we settled with her because of her top niche service. Over the years, we have built the trust and she has also gained my parents' confidence. She always keeps in contact with us, rarely missed our calls, always have answers, gifts us once in a while and settle our claims super fast. Without her, I don't know what will happen to my family. Thank you Karna! <3 May God Protect & Bless you and family. #bestinsuranceagentever #agentturnedfamilyfriend

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

Suria

Karna is a friendly person who I have known since secondary school days and am glad that I chose her as my AIA agent ☺ She is someome who is full of knowledge in her line of work as well as an approachable agent as she have answered all of my queries in terms of the different types of plans that AIA could offer. I am really thankful that I have Karna to assist my family and I with our insurance savings plan. Thanks Karna!