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Keefe Neo|梁宇敬

In Touch

A Monthly Curated Newsletter

It isn't the bucket either. One good news is that more people are now surviving cancer. The other good news is that life expectancy has increased from 75 to more than age 80. But hold that thought for a moment - it's only good news if one is financially prepared to survive such a critical challenge.

55% of people withdrew from their savings to fund treatment

Here's some insightful and interesting statistics about cancer survivers, driving home one point - we can even be wrong about being prepared.

 
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Understanding the cost relating to cancer care

It is important to think about the different types of costs related to your cancer care. This will help you decide what kind of budgeting, support, or financial assistance you may need.

 
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The effect of exercise on Cancer

Most people aren't aware of this, but we should.

 
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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! :)

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.

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.

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。