"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!
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.
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It's a true blessing to have a user and client like Wil-son and I'm glad to be able to meet him face-to-face after having him onboard with us for the past two years.
From the first interactions over the phone and via WhatsApp, Wil-son proved to be one of the most polite and proactive users that I have come across - always asking me good questions on how best he can utilise and maximise the services on our platform. Not to mention he has a very friendly demeanour too, which I appreciate very much.
Seeing how proficient he's become with the system and how creatively he uses it to deliver value to his own clients, I cannot be more proud and heartened. His positivity and forward-lookingness (if there's even such a word) makes him an asset -- not just to us, but also to his co-workers and his own clients.
Keep shining and wishing you all the very best, Wil-son!
Ashley Woo Personal Assistant
I met Wil-son through my boss. Even though I only recently had him as my financial advisor, I have nothing but good words to say about Wil-son. In the two years that I’ve known Wil-son while assisting my boss with his matters, Wil-son has always been someone I could depend on. I appreciate that he is always patient in explaining when I have questions, and I’ve had a lot of them.
There are many financial advisors out there. You will find that a lot are okay and an equal amount that aren’t that great. Then there are the few who, when you find them, make what was previously okay pale in comparison. Wil-son is one of the few, and it shows undeniably in his sincerity. All this is why I am beating myself up for not having thought of reaching out to Wil-son sooner.
I don’t often give recommendations because when things go wrong, you’ll end up getting blamed, but this is how much I believe in Wil-son from the times he has shown up for my boss and me, and at the level at which he did.
It gives me such peace of mind to know now that I have someone I trust to advise me and look out for my best interests. You can have that too.
Sally Lim Finance Executive Client since 2017
Be frank, I have never like financial planner becos after signing up plan with them, i don’t see or hear from them.
It is like a one time business. But meeting Wil-son, he given me an impression of he really does care of what I really need and not what he needs for the figures to hit his quota.
Wil-son is friendly, approachable and really a good listener. I will highly recommend him to whoever I know is in need.
Thank you Wil-son and wish he is always loved and trusted by all his clients and growth in his career.
Huat Huat Huat!!!!
Clarissa Referred Client since 2019
I have known Wil-son for approximately 5 years. I started supporting Wil-son by getting a investment linked policy from him.
He follows up, by helping me to monitor the funds frequently, and informs me of new opportunities whenever there is one. He is also very willing to share his knowledge about funds and investment.
He also frequently checks in on me and my family, he feels more of a family friend than a financial planner.
Though Wil-son is rather new in the insurance field, he is constantly trying to learn new things. Certain questions that I have asked Wil-son, he answers without biasness, a trait that I seldom see in other agents.
Moreover, Wil-son is very honest, he clearly tells you that he is uncertain when he does not clearly know the answer. He does not just stop there, he will find out more information and give me a detailed explanation.
Wil-son is also not pushy, he starts off by understanding about my situation before advising me on what policies to get. He does not pressure you to get a policy from him, this trait made him stand out as a trusted financial planner.
Jamesy Neo Sales Executive MiracleLeader Client since 2019
Wil-son is a very friendly person. He always think of me, the client, on how to further help me for my sake instead of hard selling.
I was impressed by the first meeting with him and felt his difference from other consultants.
He truly cares for me and always put my priority first before his sales.
I really appreciate him for who he is.
Thank you Wil-son for being so awesome!
Sera Client since 2020
I have known him as my colleague in my previous workplace several years ago whereas afterwards, I got to know that he went on to pursue his career in Manulife.
Buying the right insurance is important. However, the hardest part other than buying the right insurance is finding a suitable agent who can be transparent with you.
Which I am glad I got to know Wil-son, he takes the effort and time to explain and chart up a comparison between products which is helpful.
It is a privilege to have him as my insurance agent. I will recommend people who are keen in insurance to look for him.
