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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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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!

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!

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

Eden

Hey Karna and Kamen! Thank you so much for your advice over the years! Great meet up for my yearly review nearing to my birthday ! To make sure i am well align with my age, health, financial planning! 🌟😁🌟🎁. Always Awesome to know i am well covered and how to grow wealth and protect my family and love ones !

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! ❤️

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.