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Keefe Neo|梁宇敬

In Touch

A Monthly Curated Newsletter

Navigating the rising cost of living requires strategic planning. This issue provides tips on budgeting, skill development to increase income, and utilising resources to manage money. I hope these strategies help empower you to stretch your money further and maintain financial stability.

9 High-Income Skills to Develop in 2024

This article outlines nine high-income skills to focus on in 2024, including UX design, project management, data analysis, software development, content creation, AI, leadership, communication, and teamwork.

 
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Making the Most of $300 Climate Vouchers

This article explores how households can utilize $300 climate vouchers to adopt sustainable practices and products, emphasizing the importance of climate action through accessible financial support.

 
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Investment opportunity matters: How to close the wealth gap | Jason Frishman | TEDxBabsonCollege

 
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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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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!

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.

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! :)

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 😊

Vivian . 董事长 (Botaniq Hair Care 贵人堂)

我是 Vivian,在去年二月份通过朋友认识了Keefe。 那时我对退休规划有兴趣,想多了解一下,但因为管理生意比较忙所以没时间自己去研究。 Keefe 首先会很耐心地听候你的需求,然后把退休与规划的概念又清楚,又简单地解释给我。他做事非常的专业,对理财的知识也很强。 Keefe 也对我很好,今年过生日特地跟我一起庆祝,真的很感恩! ❤️ 他对客户专业又诚恳的服务态度让我非常感动,相信只要他不断继续努力,一定会做到很成功。

Wendy . 经理 (First Beauty Enterprise)

我是 Wendy 😊 通过朋友认识了帅哥 Keefe。 我从 Keefe 了解到储蓄的重要性,因为一路来没有什么储蓄概念,刚刚好可以通过 Keefe 的介绍来给自己人生做一个规划! 非常感谢 Keefe 的耐心解释,而且也非常有爱心的准备生日蛋糕给我,让我觉得非常温暖,感觉找对人生规划师!对未来也越来越有信心 🙏🏻❤️