View this email in your browser

Renee Tay

In Touch

A Monthly Curated Newsletter

In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together.

2024 Financial Goals: 5 Resolutions to Avoid

Kay Dee Cole advises avoiding vague or overly ambitious financial resolutions for 2024, emphasizing realistic, value-aligned goal setting.

 
read more
 

5 Reasons You Should Create Reflection Rituals At The End Of The Year

Danielle Anson discusses the benefits of end-of-year reflection for personal growth, healing, and setting future intentions.

 
read more
 

The Habit That Could Improve Your Career | Paul Catchlove | TED

 
view video
 
 
Proudly Brought to You
 
I seek to reach out to people who believe in safeguarding the interests of 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
 
 
 
WhatsApp Me
-
unsubscribe
You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above.

© Renee Tay, All rights reserved.

Testimonials and Referral Notes

View the full list

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.