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Jackson Yeo

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
 
Jackson Yeo
 
 
 
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Testimonials and Referral Notes

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Taufiq, Technician

Jackson is not just a financial consultant, he is like a family-friend. My sister recommend me to Jackson when she learns that i was looking for a reliable financial consultant. Jackson provides excellent service and took the extra mile to further explain my concerns. But what is important, I trust that my future is well protected.

Qinghuang (Manager) & Cheryl (Tax Consultant)

I am glad that Jackson is assisting my husband and I and our little baby with our insurance coverage. My previous policy was purchased by my parents and subsequently transferred to me. This also means that i do not personally know my advisor and hence i do not feel comfortable reaching out when i have questions/ wanted to do any add-on to my current policy. Thankfully, my husband introduced me to Jackson and he has been a great help. Jackson knows his policies well and he helped to analyse which plan works best for me based on my current needs. I am also pleasantly impressed that Jackson is very well informed on other competitors’ policies too and was able to point out quickly to me the pros and ons about those other policies so that i can make an informed decision. I like that he is sincere and that he provides good explanations and summaries of the policies. I highly recommend Jackson to anyone who is looking for a reliable financial adviser!

Arthur (Bank Officer) & Kyra (Corporate Secretarial services)

I am very glad to be able to engage Jackson to assist me and my wife to get the necessary insurance coverage. Jackson is meticulous and makes it a point to explain the range of available options; so that we would have a clear picture of all available options before making our decision on which products to get. Jackson would explain based on the point of view of the consumer, to journey with us to explore the best option for us to choose. There was no need to fear if you don't know anything/everything about insurance products. This is because Jackson would make it easy and digestible for you to understand as succinctly as possible. If anyone needs insurance advice or is looking for a review, I would highly recommend you to contact Jackson for sure!

Melvin Vivas, Software Engineer

I met Jackson when he was our insurance agent in my previous company. I was really impressed by his customer service since he really makes it easier for you to file a claim. When I left my previous company, I got his service for my personal needs. Up to today, he has been helping me and my family. I highly recommend Jackson when you need any insurance coverage. I can always reach out to him if I have questions. He really does a good job and puts his customer first.

Yong Zhen, Regulatory Affairs Specialists

Jackson is a responsible, professional and friendly person. He answers all of my questions with patience and knowledge. Glad to have met him!

Kenny & Jermine, Bank Officers

We were introduced to Jackson by a family member and he service our family's insurance portfolios since our previous agent left Prudential. Jackson always proactively follows up with us on our insurance needs, offering sound advices to ensure we purchase the appropriate policies that suit our requirements, never unnecessarily upsells any products. Whenever we need clarifications, he will be able to patiently provide his professional opinion. It's a pleasure to have Jackson as our family's knowledgeable and reliable financial adviser! Thanks for the support!