Vincent Yeo Financial Planning

06/02/2024

Spring Clean Your Wallet 🧹 !

Let's welcome the Lunar New Year with more than just festive cheer. Embrace it with financial prudence too.

Kick off the Year of the Dragon 🐲 on a strong note by applying these financial strategies - aimed to help you enjoy the festivities to the fullest while laying the groundwork for a financially prosperous year.

23/12/2023

Singlife bought by Sumitomo Life. Find out more about the take-over in this post. Otherwise, business as usual.

Leading homegrown financial services company Singapore Life Holdings Pte Ltd (“Singlife”), today announces that one of its substantial shareholders, Sumitomo Life Insurance Company (“Sumitomo Life”) has entered into a binding agreement, to purchase all the shares in Singlife held by TPG*. TP...

06/09/2023

Personal accident insurance is a crucial safeguard against unforeseen events that can disrupt our lives. This coverage provides financial protection in the event of accidents resulting in injury, disability, or death. It offers peace of mind by covering medical expenses, loss of income due to disability, and even funeral costs for the insured or their beneficiaries.

With personal accident insurance, individuals and their families can navigate the challenges that accidents bring, ensuring they can focus on recovery rather than worrying about the financial burdens that often accompany such unfortunate circumstances.

01/09/2023

Recently it dawned on me how investing successfully is like having a sustainable exercise regime that aims to help you achieve your objectives. I shared the similar findings in this article I wrote on Linkedin.

10/08/2023

Since April 2023, all integrated shield plans, cancer related drugs and services will no longer be covered as charged even if you have bought your plans many years ago.

FWD has came up with FWD Cancer 100 to address your concern of potential out-of-pocket expenses due to this change.

1. Receive 100% payout 💰 upon diagnosis with major (late-stage) cancer and treatment outside of the Cancer Drug List (CDL).
2. Buy online with NO medical examination.
3. Enjoy free one-time medical second opinion consultation 👨‍⚕️
and also have access to a cancer concierge service.

From S$9/month for a Male, Non-smoker, age 30 with sum insured of S$150k.

Click here to check your premiums and get 40% off for your first year!
👉 Discount ends 31 August 2023.

https://www.fwd.com.sg/app/70000744

Note: This product is distributed online by FWD with no financial advice required.

21/07/2023

Wrote an article on LinkedIn to discuss the important plans that young parents should consider for their child(ren).

Hope it gives you some inspirations.

Ensuring the well-being of our children is the most important responsibility parents bear. As we navigate the complexities of life, it is essential to protect our children from unforeseen circumstances.

22/04/2023

Wishing all Muslims a Selamat Hari Raya Aidilfitri & wishing everyone a restful and enjoyable long weekend 🎊

14/04/2023

Economy watchers say the central bank’s tightening cycle has come to an end amid growing fears about global growth and ebbing inflation.

17/03/2023

Should you be concerned with the recent changes to Cancer Coverage and what could potentially affect us as Integrated Shield Plan (IP) policyholders?

Don’t miss our exclusive segment with a special guest – Dr. Daniel Chan, Senior Consultant & Specialist in Medical Oncology, will be sharing his valuable insights with you!

PM me for registration.

17/03/2023

Notable CPF changes following the Budget 2023 announcements in February!

Take a moment to understand and review how these CPF changes may affect your financial portfolio and retirement planning in the long run. You may have to consider some measures - which include a combination of both long-term and short-term solutions - to adapt with the changes so you can secure your financial future.

01/12/2022

Read on from this shared article about CPF Basic Healthcare Sum for 2023.

Apart from receiving monthly cash payouts from your CPF LIFE plan, you can continue to tap on your MediSave in peace if you have met the Basic Healthcare Sum for your healthcare needs during retirement.

02/11/2022

What a great investment! Really looking forward to this.

Singapore will also invest $150m over the next three years to further encourage innovation in the financial sector. Read more at straitstimes.com.