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Keefe Neo|梁宇敬

In Touch

A Monthly Curated Newsletter

By this time, we would have endured quite a long period of the COVID-19 pandemic and many things have changed. Collectively, we have adapted to new ways of living, working and socializing. While there is no telling of when this pandemic will truly “end”, one thing’s for sure: Life goes on. The best we can do is to continue to look towards the future and live out the best we can. As we head into a new year, here are some predictions and trends we can look forward to.

CEOs across the market, economy agree on one 2022 prediction: More volatility, no end to Covid

CEOs across the economy were optimistic in their 2022 outlook before the omicron variant of Covid emerged. Are they still now? The message from CEOs: Expect volatility to rule again in 2022

 
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22 of Our Favourite Healthy Ways to Welcome 2022

Now that 2022 is upon us, there’s no better time to welcome the new year than with a renewed passion for your wellbeing, focusing on everything from your brain health to your inner peace, your diet to your workout routine. With a little bit of consistent effort and some small steps, you’ll slowly change your lifestyle for the better. These are the best ways to welcome 2022, according to experts and researchers.

 
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Meg Jay: Essential questions to ask your future self | TED

 
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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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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。

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! :)

Cornelius. Student

Before meeting Keefe, I had the impression that Insurance wasn’t that important in life. After meeting Keefe, It was an eye-opener how important Insurance really was. His explanations were detailed but easy to understand from a professional point of view. Definitely learnt from his session that it is best to get coverage as soon as possible because you wouldn’t qualify as you get older or when your health condition deteriorates. Definitely a value adding experience overall. I was very comfortable with him throughout our entire appointment as he was a very good listener and also a gym friend. Although I didn’t proceed with any plans with him now, I learnt alot about Financial Planning and he is someone I will definitely consult and look for when I’m ready for any Insurance or Investment Plans!

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!

Yen. Freelance Artist

Keefe was introduced to me through a mutual friend back in April Y2021. Keefe is great! I’ve been reviewing my own personal financial goals lately. Keefe answered all my questions fast and always knows how to recommend things that are pertinent to me. I appreciate that he gives just enough information that is relevant, not too much where it becomes overwhelming. He makes all the admin very convenient. He is super responsive and knowledgable (like which companies are better at servicing claims). Detailed-oriented also, which is so important. He’s good at just keeping in touch too, which is great for maintaining relationships. I get updated from time to time, so he’s always working hard for his clients. He really cares for his clients, like how he remembered that I like good cakes and durians. I Highly Recommend him!

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!