Juay Puay Yong
Non-Executive Director

Wil-son is very sincere and patient. Rather than pressuring me to take on new plans, he give his neutral opinion and advise accordingly based on what he understands about our family needs and priorities.

Every time I reach out to him on queries that I have, he will definitely check on it and get the answers to me.

Though I do not know him for long, he is definitely someone whom I will look for and trust should I need any advice on financial planning!

Wil-son

I started out in this career believing that buying insurance products was a no brainer as it transfers our risk to the insurers.

Someone once said this to me : Did you know insurance is created by the rich and for the rich?

I guess indeed for the rich, they do have knowledge to capitalize on insurance/investment products to multiply what they already have. Hence, the potential insurance could bring for everyone.

How about the rest of us whom "are not so rich"?

I learnt the foundation of Financial planning and the first thing I did was to plan for my own family. To get rich? Nope. The first things my wife and I focused on was health, accident and protection plans. These do not make us rich.

What these plans does:
1. If we fall sick, we do not become burden to the family
2. If we passed on, our kids are able to survive till they can earn a living and our mothers are taken care of till a ripe old age.

I believe my concept of PROTECTING the family first, is important. How do I plan for others if I cannot even take care of my own family planning first?

I hope my clients could trust me to plan for their protection too.

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.

Dr Jerome Joseph
Founder & Chief Experience Officer of The Brand Theatre Worldwide
Head Brand Coach of Global Brand Academy
Ranked No 2 globally as a Brand Thought Leader

This is Dr. Jerome Joseph.

I just completed my two day Brand Mastery and I got to meet Wil-son.

Wil-son is AMAZING!

I love how he IMMERSED himself in brand building and really looking at SUCCEEDING in the marketplace.

Kudos to Wil-son.

Wil-son I know you gonna be a STAR. You're a GEM.

I look forward to seeing your brand SHINE and Making A Difference.

Choo Wan Ee
Sales Director
MiracleLife Pte Ltd

Wil-son is knowledgeable, prompt, productive and fast to work with. His professional advice makes me feel that my investment is safeguarded.

Wil-son stands out from some of the financial advisors I encountered with, in terms of his talent for positioning the pros and cons of doing some investments with strategies and timing.

Wil-son is super trustworthy and someone with high integrity whom I can trust and place my money with!

I recommend his service to anyone and anytime.

P.S. whenever there is a phonecall survey by the insurance company rating my advisor "Wil-son", I always say *"Give Him 10 Star Service!"*🙌🙌🙌

Mango Tan
Supportive client and wife

Wil-son is my husband and also our family's financial strategist.

To be honest, I do not like "insurance agents" although I was one myself some years back. I remember how agents always go into telling me how it would be great to start a savings regime and I agree. However, what they didn't tell me is I should probably get a medical plan first so in any event I'm hospitalized, I do not have to burden my family with any medical costs.

My husband believes in starting right with insurance and he helps people manage their money so that having insurance does not becomes a liability.

He feels that people could leverage on insurance to spread their economic risks with the right planning and save them from any unnecessary stress and worries, allowing them to focus on the people they love when they need them.

I would say his value comes from planning with me and not for me.