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Karna Wee

In Touch

A Monthly Curated Newsletter

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

Retirement Date Risk And Sequence Of Returns

Sequence of returns risk is a commonly cited risk for retirees, but an accumulator also faces sequence of returns risk in the form of retirement date risk!

 
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Key to retirement planning: Don't panic

It can be hard to live within your means after retiring, so make your extra funds work harder.

 
read more
 

Children and Retirement

 
view video
 
 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
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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Mr Koung, Business Owner

Karna and Kamen 是两位都很敬业的年轻保险经纪。他们都很有耐性解释不通有意的保险配套,也常常提出对我们都很有利的财务建议。认识了他们那么多年,我对他们的服务都一直很满意。有了他们的协助,我能更好地管理名下的保单等等。希望他们再接再厉,继续带给为更多人最佳的服务。

Yinxia

Karna and Crystal, 谢谢两位专业、有活力的保险经纪,事无巨细地耐心跟我讲解每个保单,让我更加了解保单里的细节。 两位经纪也很细心地帮我规划我的保险,让我的生活更加有保障。 谢谢你们!

Jun, Self-Employed

having good time with Karna, patient and understanding when explaining. lovely and cheerful person. accommodate and advise solution according to my lifestyle😎👍 happy with the services keep it up, Jia you!

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!

Hai Juan

谢谢你,在我不懂该如何投保保护自己的时候,给予了有效的建议。在有疑问的时候,你都第一时间回复信息解答问题,给予帮助。你的态度就是客户的定心丸,谢谢你Karna,感恩有你!

Karna

Thank you for walking through another great year with me. Your unwavering trust and support grants me strength to do better & be better each & every day and my achievements are because of YOU. Let’s continue to work together towards achieving all our desired goals and may we be one more step closer to achieving our dreams in this year.