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Alex See

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
Proudly Brought to You
 
I seek to reach out to people who believe in creating a safe financial environment for 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.
 
Alex See
 
 
 
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WhatsApp me at +65 81397707   
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Testimonials and Referral Notes

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Bridget

I met Alex through a job interview. In the brief couple of hours, Alex shared with me on how a career in the insurance industry could be a growth stimulating and promising one. Indeed, behind the glamorous titles and recognitions would be the unseen hard work and tenacity. Above and beyond that, I am truly impressed and inspired by his passion and dedication in his career! I count myself fortunate to be able to hear from him about his career growth in the last 21 years in this industry, and what more surprising is being in the same company. Apart from being inspired, I left the office with a couple of sales tips that Alex had generously shared during the interview.

文泰.五金生意

我认识Alex已经是二十年前的事了。我还记得那个晚上、他来到我盛港的家拍门。他是一个做事认真、很有交代的人。他不但友善也很谦虚。谢谢他这二十年照顾和关心。我会继续支持你的。

Fabian.DevSecOps Engineer Applications Infrastructure.GOVERNMENT TECHNOLOGY AGENCY

My mum has bought an education policy many years back. It was not much at that time. But was helpful in providing me with part of the tertiary funding. When I meet up with Alex recently, I realized he is already 20 years in the Insurance field! I also discovered that he is always pursuing excellence for whatever he does. Going for continuous learning and upgrading.

Cecil Lum and Charles Wong

My husband and I met Alex and Lena at the Kiztopia. I just wanted to take a moment to express my sincere appreciation for all the incredible work you've done. Your dedication, expertise, and exceptional customer service have truly made a significant impact on our investment policies. Thanks to your insightful guidance, our investment policy has not only been protected but has also flourished with some profits. Your strategic approach and thoughtful recommendations have given us confidence and peace of mind throughout this journey. Beyond your financial prowess, it is your unwavering commitment to providing outstanding customer service that truly sets you apart. You've always been attentive, responsive, and patient, ensuring that all our questions were answered and concerns addressed promptly. Your genuine care for your clients shines through in every interaction, making it evident that you have our best interests at heart. Your friendly demeanor and positive attitude create a welcoming environment that makes discussing financial matters a pleasant and enlightening experience. We feel fortunate to have you and Lena as our agents. In fact, you have become more than just an agent; you are a trusted partner and friend on this financial journey. Thank you once again for all that you do. Your exceptional service and successful management of our investment policies are truly commendable. We are looking forward to continuing our prosperous and rewarding partnership.

Sunny

Alex has provided me with clarity in his presentation. Helping me to understand how the investment plan works and showing how I would benefit over a long term journey. He did a very good follow up without being pushy and showing courtesy not only to me and also my family. I would definitely recommend friends and colleagues to Alex as I find him knowledgeable, friendly and experience. Keep up the great work Alex!

Liting

Alex was assigned to me by AXA after my previous adviser left. Even though Alex did not sell me all these policies but he takes on the responsibility to make sure I am provided with the most updated information. We met up twice over 6 months to address my needs for my Pulsar accounts going through all my policies. And even helped me to improve my portfolio with funds switch. Yes. I would definitely recommend my friends to him.