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Jackson Yeo

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
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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.
 
Jackson Yeo
 
 
 
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WhatsApp me at +65 92237414   
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Testimonials and Referral Notes

View the full list

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!