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Renee Tay

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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.
 
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.