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Renee Tay

In Touch

A Monthly Curated Newsletter

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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19 Personal Finance Tips You Were Never Taught—but Need to Know

We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest.

 
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Financial Advice From KIDS

 
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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
 
Renee Tay
 
 
 
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Testimonials and Referral Notes

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Eun Taek

Working with Renee in my financial planning has been, to say the least, and absolute pleasure. She figured out an optimum solution based on my needs quickly and effectively, and did not try to sell me something I didn't need or want (which, based on my experience, happens to be rare in the line of work she's in). The decision-making process on my end has been easy and of course, fast, as I was presented with the best options with a clear and concise explanation for each one. She does things right and I would not hesitate to recommend Renee to anyone who is looking for a financial planner who can take care of business.

Mohan Varma

Glad to meet Renee in explaining me various financial insurance plans that available in Singapore. She has wide knowledge on financial planning at various stages, able to suggest the plans that are more opt for an individual’s requirement. She is amicable and patient person explains in details of all the insurance plans. I recommend Renee to my friends who may be looking for consultant on financial Planning

Shree

I'm so glad I bumped into Renee or I would never have understood and got the bigger picture of my insurance policy. She did not just provide what I was looking for but took to effort to create awareness of my opportunities. I could witness her thoughtful planning based on the customer's budget, age, health condition and lifestyle to offer them a better solution to their insurance planning. I finally understood the lifecycle of insurance plans and she even pointed out things that I could possibly be neglecting.

Sok Wah

I am glad that my account was transferred to Renee. She has then provided me with a very detailed overview of my finanical condition. Where she recommend policy which fits my gaps. She is not pushy and she make sure that I am comfortable with my decision to any of the policy. Renee, thanks for your help always. Really appreciate. You are indeed a reliable and professional agent.

Ian Pang

Renee took a genuine interest in wanting to help the potential policyholder (myself). She very patiently answered all my questions and explained each policy clearly, sometimes twice. She did not force an immediate decision but instead gave me as much time to think about it as I needed. Overall my experience with Renee has been very good. It felt like I was talking to a friend instead of an insurance agent. :)

JF

I was introduced to Renee by a close friend who had benefitted from her advice. I then met up with Renee to have a discussion on the broad topic of financial planning and freedom. I was impressed by how clearly the important takeaways are represented and articulated. Renee is also approachable, provides good listening year and objective opinion in the matters of financial planning. I deeply appreciated her time spent, and I’m sure you will find the session valuable.