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Lew Ming Lee

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
 
Lew Ming Lee
 
 
 
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DISCLAIMER

This is not an official AIA newsletter. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.

© Lew Ming Lee, All rights reserved.

Testimonials and Referral Notes

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Natasha Anne. Key Account Manager

I got to know Ken as a referral by my partner and his many friends, they've always had high regard for him and I went into the meeting with a positive outlook - and Ken did not disappoint. He makes you feel at ease from the start and guides you through all the insurance plan basics. What I enjoyed most about the discussion was him going above and beyond to share his knowledge with easy-to-understand layman terms and always made sure that I understood every aspect of the discussion. Especially for an amateur like myself in this field, I do not feel pressured at any point to commit to something that I'm not ready for and Ken has been very accommodating in tailoring the plans to my needs. The biggest benefit I got out of our talks was how important it was to invest young (regardless of health or finance) and also to invest smartly. Ken did help raise awareness of matters I've always turned a blind eye to, inspired me to take concrete actions, and for that, he stood out for me from the rest. Highly recommended for his knowledge, reliability, and trustworthiness. Felt like I gained a friend for a lifetime! (life-policy, haha)

Sylvia. Supply Chain, Logistics

I got to know Ken from a friend and we remain in contact. Recently we met up to review my insurance coverage and financial plan. Ken is patient, he first seek to understand my concerns and needs, takes time to share his advice for my consideration. He is helpful too, he is well equipped with knowledge and tech-savvy, and I could have a comprehensive view of my insurance and financial portfolio at a glance. I appreciate Ken for his advice and trust him with my insurance and financial plans.

Eddy N. Civil Servant

Ken possesses a high level of professionalism in his duty of care and service for his client, whom he also regards as a friend. His positive, pleasant and cheerful disposition makes it easy for his client to speak to him and discuss matters confidently. Ken takes the time to understand the client’s needs and he has their interests at heart. I am happy that Ken goes the extra mile to ensure that I understand the policies and processes involved. He discusses possibilities with me, seeks and values my opinion before allowing me to decide on relevant and appropriate financial services. He also takes the time to review the decisions we have made after our initial discussions and offers more options for my consideration at another time. Ken is certainly someone whom I trust from the first time I met him. He exudes confidence, patience and sincerity, and I entrust him to catering and meeting my needs. Thank you, Ken. I am grateful to having you as my advisor!

Tan Yaw Liing. Associate Engineer

I was recommended by my brother when I know Ken as an insurance agent, of course my brother is also one of his client and so do I now. He is knowledgeable, logical and professional in suggesting and providing me with the most suitable insurance plan under my constraint budget. Althought I didn't get to buy the insurance when I first met him due to my own health issue (high cholesterol) and it kind of motivated to practice healthier lifestyle throughout the year. Guess what, one year later here I am now haha and you should know the story next. To my fellow friends and family, I would say Ken is the most best insurance agent you can find!

Choy Lin. Healthcare Worker

I knew Ken from a friend. He provided professional advice through patient explanations. Ken understand and proposed policies that suitable for me. Highly recommend to my friends and family.

Ee Wei. Logistic Executive

I knew Ken way back during our Uni days. When I knew he was starting his career as an insurance agent, I instantly decided to call him for help! During our meetup, he first tried to understand what was my personal needs for my insurance planning. He always patiently explain & provide tons of useful advice to all my questions and doubts, and always make sure i fully understand what i'm signing up for. So whenever any of my family members or friends seeking for insurance advise, I know who to call for~