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Keefe Neo|梁宇敬

In Touch

A Monthly Curated Newsletter

As families navigate the challenges of exam season, it's important to foster resilience, support growth, and nurture well-being. These insights explore how to create a balanced, supportive environment for children, helping them thrive academically, emotionally, and financially.

Empowering Parents: Supporting Your Child Through Exam Season

The article offers tips for parents on how to emotionally and practically support their children during exam periods, focusing on communication, stress management, and positive reinforcement.

 
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How to Make and Keep a Family Budget

This guide provides practical steps for creating and maintaining a family budget, highlighting the importance of tracking expenses, setting goals, and sticking to a budget for long-term financial stability.

 
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Financial Literacy & The Social Media Generation

 
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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.
 
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Testimonials and Referral Notes

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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.

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!

Clement Ong . Regional Supply Chain Manager (Johnson & Johnson)

Keefe is a very genuine & responsible agent who places his clients as his utmost priority. Unlike agents I have consulted in the past, Keefe explores multiple options with me and proposes products / plans based on my needs. He ensures clients do not purchase more than what they need. Keefe tends to my questions almost immediately, whether it is in person or through the phone. He is always just a text or phone call away. I HIGHLY recommend Keefe to anyone looking for a genuine & responsible financial adviser. Who knows, you may find yourself a friend too! :)

Mel. Music Teacher

Keefe was introduced to me by my husband back in February Y2024. He explained the different kinds of policies in detail and the importance of each of them. He also showed me the comparisons and breakdowns of various policies, patiently going through each one of them in meticulous detail. He also analysed my current policies and gave me advise on how to optimise my portfolio. Keefe is very approachable and easy to talk to and I will recommend him to anyone!

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.