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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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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!

Chelsea

Hi Karna & Jennifer! Thank you for helping me understand what my portfolio lacks and how to better it! As a young adult starting out my career and the rest of my life, I feel that it's very important for me to start planning early for the different phases of my life. Financial planning may be an intimidating thing but with you and Jennifer, it was a breeze! With layman explanations, I fully understood what I will be covered under any circumstances. I look forward to working with you and I'd highly recommend you guys to any of my friends who are looking to kick start their financial planning! 💪🏻 Thank you again for your time today, I really appreciate it! ❤️

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

Anand, VP

I got introduced to Karna & Kamen via a facebook ad late 2018 and did not have much expectations before the meet and just wanted to give a try. Instead of trying to sell what they wanted to sell me, they tried to understand my needs & constraints and tried to get me a product that would suit my needs. Since then they’ve helped me with all my insurance needs.

Geraldine

I feel truly lucky to have Karna as my financial advisor, especially after going through several changes. I genuinely feel connected and know I have someone I can count on for sound advice, helpful tips, or even just a refresher when needed. She always comes prepared with the details whenever we meet, and her patience, trustworthiness, and reliability really stand out.

Ily

The sharing today is really beneficial to my business development plans and protection moving forward as it grows and faces more financial demands and challenges. Thank you so much for the fruitful session.