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Karna Wee

In Touch

A Monthly Curated Newsletter

As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well.

4 Things Mothers in Singapore Should Do to Plan for Their Finances

A 2015 survey showed that 75% of Singaporean mothers surveyed had not even thought about retirement, let alone started planning for it. If you’re spending all your energy running after the kids or making sure they pay attention during tuition, here four things you should not forget to do for your finances.

 
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Mums, pay attention to finances

Financial experts advise that it makes sense for mothers (and just about anyone) to pay attention to their financial affairs. According to the US-based National Centre for Women and Retirement Research, nine out of 10 women will eventually have to manage their finances on their own at some point, due to circumstances ranging from leaving the workforce to care for a family member, to becoming divorced or finding themselves widowed.

 
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Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance

 
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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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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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Joy

Karna 是一位非常专业的保险经纪,她总是非常有耐心的听取我的需求,然后根据我的个人情况来给出非常专业的建议。她从不介意我在咨询的过程中提出任何要求和问题。对于我的提问,她总是会事先准备好所需的资料,让我感到非常安心。对于她的服务,我深表感谢!

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!

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!

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!

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 👍👍

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.