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Evy Wee
Making money management a lifeskill
Evy Wee is the Managing Director, Head of Financial Planning and Personal Investing, and Head of Cash Equity with the Singapore Consumer Banking Group at DBS Bank.5 She is also heavily involved in projects at DBS that aim to help customers manage their personal finances better, including planning for retirement or making wise investment choices.1 Some of her notable projects include launching DBS Nav Planner and digiPortfolio.1
According to a post on LinkedIn, Evy is focused on making money management a life skill.34
Evy's journey to becoming the Head of Financial Planning and Personal Investing at DBS Bank was influenced by her early experiences.1 At 23, she became the breadwinner for her family, working with her brother to pay off their family's debt and eventually buy back their home after her father faced financial lawsuits.1 She moved to Singapore to work at DBS after the bank opened its Management Associate Programme to include South-east Asian talents.1
Highlights
Thank you Yeap Ming Feng for inviting me to speak at Seedly Personal Finance Festival last weekend, when our team also had the rare opportunity to interact with Minister Ong Ye Kung.
Beyond planning and growing our wealth, I firmly believe that discovering our true potential and monetising our unique skillsets are the best investments we can make for ourselves.
#financialfreedom #personalfinance
Seng Chuan Ling Su Ming Chew Annette Choo Chanderni Polo Jonathan Goh Lynette Tan Lorna Tan Alvin Koh
Today marks World Financial Planning Day, an international event aimed at raising awareness of #financialplanning. I was reminded of its importance when buying my first home with my husband some years ago where, with a large long term financial commitment in hand, my thoughts on money management quickly sobered.
Like everyone else, I wondered if I could ever enjoy the financial freedom to pursue passion projects - such as my love for art and cooking while being a filial daughter. I realised it is not enough to track every dollar spent and try to save as much as I can. Rather, it would be more fulfilling if I had a financial plan to achieve my aspirations and lifegoals.
While we are all busy navigating through our lives in the midst of the digital disruptions, pandemic and aging society, I believe everyone of us should still be able to dream about what a better tomorrow will bring. This is why my team and I are passionate about efforts to raise financial literacy and make money management a lifeskill for people in Singapore.
I am fortunate to be able to carry my personal mission into my work at DBS Bank. My colleagues and I are grateful to have developed DBS NAV planner, a digital financial planning tool that provides personalised recommendation and actionable insights to help our customers manage money better.
#getbetteratmoney #dbsnavplanner #worldfinancialplanningday
Lorna Tan Desiree Low Su Ming Chew Vanessa Zhang Vanessa Wan Jolyn Tan Alvin Koh Jarene Ang
