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Tracy Lai

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
 
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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.
 
Tracy Lai
 
 
 
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WhatsApp me at +65 82676870   
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Testimonials and Referral Notes

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Romeo, F&B

I know Tracy through a close friend who has a policy with her. As a financial advisor, what I appreciate about Tracy is her ability to clearly outline my current financial situation and identify areas where I can improve based on my expenses and capabilities. I highly recommend her! 👍👍👍

Gerry, F&B Mgmt

Tracy was referred by my long time friend due to a very good service to her and the whole family. She is a friendly and very detailed on explaining every single thing. Tracy shows empathy on everytime she explain everything regards with what we have discussed. She is very detailed, no hidden parts in every policy if I were to compared to the previous consultant I work with. I would definitely recommend to my family & friends.

Edward Sim, F&B

I gave her rating 9.5 out of 10 for what she have explained to me. She is straight to the point, detailed and gives me a suggestion based on my conditions. If you met her, you will be impressed by her genuity and have your interest in mind. It’s great that I get to know her.

Shirley Leong, Clerk

I met Tracy when I passed by a roadshow. Tracy gave me a detailed explanation of the planning, helped me look into my CPF investments (which she does not service), and shared ideas on planning for my finances and retirement. I would recommend working with her, as she has your best interests at heart.

Cecile. Hotel Management Manager

By the help of my husband i met Tracy and become my insurance and financial advisor. From the very first meeting Tracy took the time to understand my needs and provided insurance solution. Thanks to Tracy i was able to secure the right coverage quickly and efficiently. I was impressed by how Tracy handled everything. She always made sure that all my questions were answered and that i understood every aspect of my policy. I highly recommend her as she is very helpful and very knowledgeable about the policies and she really help me a lot.

Yu Xuan, Laboratories Technician

Tracy’s explanation was very crystal clear & easy to understand. She listen to her client’s concerns & tried to find solutions for them. She stands unbiased & advises the best for her clients.