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Keefe Neo|梁宇敬

In Touch

A Monthly Curated Newsletter

Women have long played a huge part in our society and economy. When it comes to uplifting women, the work extends beyond just international women's day or month. In fact, it requires continuous effort from not just leaders, but also every day folks like us to recognise and appreciate the great potential of women in our lives. In this issue, I'd like to share insights on how we can be enablers of women's progress while staying aware of the realities and struggles they may face. I hope this helps us in empowering the women and girls in our midst.

Women’s Voice: How to encourage female leadership in an organisation

Women may not realise how poised for success they are in leadership roles.

 
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7 Brave Steps to Become Fearless

Growth and comfort can’t ride the same horse. It’s a lesson that holds true for all of life. What we want most will always require embracing discomfort and taking action despite our fear that we'll fail or fall on our face. In the end, there is no substitute for courage, no shortcut to bravery. To become the person you most need to be and create the life you most yearn to live, you must be willing to do the things that scare you. Again and again and again.

 
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Teach girls bravery, not perfection | Reshma Saujani

 
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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
 
 
 
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Testimonials and Referral Notes

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Jaron Tan. Personal Trainer. Meta Performance

I am pleased to highly recommend Keefe as a financial adviser. Distinguishing himself from many in his field, Keefe embodies a client-first philosophy, avoiding the aggressive sales tactics often encountered in the industry. His genuine concern for his clients is evident in his thorough and patient explanations of every question and detail associated with each financial plan. Keefe goes above and beyond by meticulously outlining the pros and cons related to the time horizon of each option, ensuring that I am equipped to make informed decisions. His approach is not driven by the pursuit of the largest commission, but by a sincere dedication to prioritising my unique needs & financial goals. For anyone seeking a financial adviser, Keefe is the perfect choice.

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.

Irene Hee . Director (Tropifame Floral Design Pte Ltd)

I am thrilled to recommend Keefe as my Financial Adviser. Over the past year, Keefe has not only been a close friend but also an indispensable guide in my financial life journey. Keefe possesses a rare blend of expertise & genuine care. His ability to simplify complex financial matters and provide tailored advice has been crucial to my current financial position and mindset. What sets him apart from other agents is his transparency & integrity when recommending products and solutions to us, allowing us to make the BEST decision possible. This shows that he truly puts his clients first, giving us complete trust & confidence throughout our time working together. Keefe is not only my go-to financial adviser, but also a trusted ally who has flourished my financial well-being.

Hong Yee. Tuition Teacher

I was referred to Keefe by a good friend recently and met him for a brief discussion about my financial plans. Keefe was very thoughtful and attentive to my future plans & needs, providing good depth to the end goals of mine. His servicing with clients’ Investments involves sending frequent WEEKLY market updates via Whatsapp, allowing me to better understand how market is doing at the tip of my fingers. Every quarter, he does a review on my Investments to see if any changes are needed.

Sendy Ganes. Operations Manager (Ethoxylates Manufacturing)

Keefe was referred to me by a friend back in August Y2021. Keefe has since become our Family Agent & Adviser. The journey started when we wanted to find a Life Insurance for our Mortgage Loan. Despite not getting anything from him at that point of time, he shared and educated us more about other Insurance packages that would benefit us. With time, he also helped us review our existing insurance and did alot of homework to recommend us the best insurance package with a higher coverage based on ours NEEDS. Keefe does a fantastic job COMPARING and finding me the Right Coverage and Insurance Company at a very COMPETITIVE price, which saved me alot of money for my insurance renewals. He is Honest & Upfront with everything. He actively looks for the best rates and coverages annually and always cares for his clients’ needs. If he can’t find you a better deal than your existing policies, he will let you know. Definitely a person who cares for his clients. Whenever I have doubts or need more information about insurance, text him and he will promptly respond a minute later, which gives me alot of faith in him in any potential claims. He is Always Helpful & Readily Available. He always makes the effort to remember my family members’ birthday and greets us without fail. I am VERY HAPPY with his service! I Highly Recommend him!

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.