| As humans, the pursuit of change and progress is something that is innate to every one of us. Like it or not, there will always be things in life that we hope could be a little different, a little better in the way that daily situations & events turn out. It could be in the way we think, speak, or the way we handle everything from our finances to our relationships with others. We seek to become better -- and we should. As we strive to continuously exceed our potential, we rise above all previous versions of ourselves and grow stronger. In this issue, we look at some ways in which we can embrace a better self and an even better future. | | The Relentless Pursuit of Improvement It is no secret that I believe growth is the only guarantee that tomorrow will be better. It is no mystery that I think personal growth is the steppingstone to success for any leader. If you or I want to stay in front of the curve and lead others, then we must do the work that keeps us out front. We must continually improve. But as I seek to improve, there is one thing I know not to chase, and that is perfection. Perfection is a trap. Do not chase perfection as a leader - chase improvement. Make today better than yesterday so tomorrow can be better than today. The relentless pursuit of improvement will take any leader far. | | I used to be jealous of other people's wealth and success - here is how I finally got over it Envy. It is an emotion that we all feel at some point. It is also a really dangerous emotion when we are trying to build a strong financial life. Envy is pure poison to a healthy financial life. After all, envy encourages us to make some pretty poor decisions. Like every other character flaw, however, envy can be overcome. You can directly reduce the envy itself, or you can at least reduce the bad choices you make as a result of envy. Here are seven strategies I use to cut envy out of my own life. | | To reach beyond your limits by training your mind | Marisa Peer | TEDxKCS  | | 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. | | Keefe Neo｜梁宇敬 | | | | | | | | 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.
© Keefe Neo｜梁宇敬, All rights reserved. | |  | | Jayabal Rajagopal . Software Engineer Keefe was strongly recommended to me by my good friend back in Y2021.
We did a Life Insurance Planning together. The Insurance planning procedure was smooth because he was very meticulous & knowledgeable about the planning, comparing different products from different companies with complete transparency, placing my needs & expectations first. This level of detail was important to me because I am a software engineer myself.
Any queries I have, responses from him are always very prompt & efficient.
He’s always very kind-hearted towards my family members and also makes an extra effort to travel down to me at my comfortable timings which I appreciate because of my busy schedule.
I have actually met many agents before Keefe, but eventually was only comfortable to proceed with the planning with him.
I highly recommend Keefe to anyone for any Investment & Insurance planning. | |  | | Jui Guan. Admin Officer I wholeheartedly recommend Keefe as a financial adviser to anyone seeking to navigate the complexities of investments and financial planning. Since our introduction in 2021, Keefe has been an invaluable resource in my journey to understand and manage my investment portfolio.
Keefe distinguishes himself with a deep passion for educating his clients on market dynamics, asset performance, and strategic fund allocation while carefully considering associated risks. His ability to analyze both the current and long-term market outlook has consistently impressed me, particularly during our recent session to adjust my fund allocations based on thorough market analysis. Each interaction with Keefe is an educational experience, leaving me more knowledgeable and confident in my financial decisions.
What sets Keefe apart is not only his investment acumen but also his personal approach to advisory services. His investment principles are perfectly in sync with my goals, making our partnership both productive and fulfilling. Keefe's consultations provide a comprehensive understanding of various financial instruments and strategies, delivered in a manner that is accessible and not overwhelming. He excels in holistic financial planning, ensuring that all aspects of one's financial health are considered.
Beyond his professional expertise, Keefe's enthusiasm, patience, and genuine care for his clients stand out. He builds relationships that go beyond the typical client-advisor dynamic, fostering a sense of family and mutual growth. It's clear that Keefe is committed to the success and well-being of his clients, striving to build a bright future together.
I feel fortunate to have Keefe by my side as I navigate my retirement journey. His comprehensive advice, personal commitment, and the continuous learning he facilitates make him an exceptional adviser. I strongly recommend Keefe to anyone looking for a trusted partner in achieving their financial goals. | |  | | Vicky. Foreign Lawyer Keefe 是一位非常有责任感的保险人。
第一次见面，他向我介绍了不同类别的保险以及他们的区别。根据他的介绍，我了解到不同保险类别的保障范围，可以更加清晰的根据自己的需求选择产品。同时，Keefe 还详细地了解了我的人生规划以及经济情况，根据我的实际情况来个性化定制适合我的保险方案，也为未来的规划预留了空间。
在挑选保险方案的过程中，Keefe 一直在建议我 "不要投入太多保费，以后重点是以后可以继续供保单"。这让我更加相信Keefe 是在认真帮忙做规划，希望长期服务顾客，而不是一味地买更多的保险给客户。在后续对比保险单，解答疑问，提交保单的阶段，Keefe 也是效率第一，并且很有规划和安排。他还将几种保险产品的费用，保险范围等信息做成表格并翻译成中文供我比对。当我对于保险后续理赔等问题存在疑问时，也第一时间帮我约保险公司电话确认，感到非常安心。
Keefe 会准备详细的文件清单，由于我工作比较忙，有时不能及时跟进，Keefe 也会准备清晰的待办事项清单，让我随时清楚还需要做什么。
谢谢 Keefe 一直帮我操心我的保险相关的各种事项。 | |  | | Audrey Lin .JNA Real Estate, Associate Director Representing PropNex Hp: 88522309 I have known Keefe as my adviser since our initial meeting in Y2020.
Keefe has proven himself to be a reliable financial adviser. He is not pushy and only recommends solutions tailored to my specific needs & goals. His patience in explaining various financial products ensures I can make the most informed decision.
What sets him apart is his genuine care for his clients, listening to their needs & concerns. He treats them almost like his own family.
His meticulous work ethic and prompt responsiveness to my queries shows his dedication in providing top-notch service. I strongly recommend him to anyone looking to do Financial Planning. | |  | | Adelene.Sales Keefe has always been a very responsive agent and replies promptly even when he’s overseas on holiday, which is something I appreciate knowing that he will help out ASAP in the event of any claims.
He’s also not a pushy agent as I was comfortable during appointments with him. He explained the product clearly and answered my questions well. And when it came to things that he needed to doublecheck, he included me in a 3-way call with the insurance company to clarify very quickly, and this gave me the ASSURANCE about his service and ATTITUDE towards his clients.
Keefe is someone who takes care of his clients very well, and I’m reassured and happy with his consistent service.
He is definitely an agent who will stay and treats this as his life-long career. | |  | | Iszura . Healthcare My boyfriend introduced me to Keefe back in February Y2020 and here is my experience with him for the past 3 years.
Keefe is a reliable person & agent. He is easily contactable whenever I have an enquiry on my current plans or any new plans I may be interested in.
During the consultation process, Keefe patiently helped to compare different plans in the market according to my needs, maximising my coverage and my budget.
I appreciate that he does not rush me into getting anything before KNOWING the plans properly.
He also makes an effort to check on me every now and then to make sure everything is up to date & I believe he knows what’s best to add onto my portfolio for future milestones ahead.
Thank you Keefe for doing your best for me & your clients 😊 | | | | |
