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.

Joan Tong
Associate Manager, Heartzmail

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!

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.

Jeviene Sim
Sales Operation Specialist
F5 Networks Singapore Pte Ltd

I am truly glad to met Wil-son during my financial planning journey.

Wil-son always put in the extra miles, to manage my expectations, and needs by comparing the policies across the various companies.

Over the years, we became friends, and I could bring up difficult conversations to discuss with him. Thank you for the friendship and for all the advises along the way.

Xie Yao
Human Resource
(Non Face-to-Face Client, COVID-19 Circuit Breaker Period)

I will highly recommend Wilson because he is very approachable, genuine yet professional. I have been bombing him with questions to and fro before finalising my decision. But he was very patient and attentive to my needs.

I signed my first policy with him without feeling any pressure and was given ample cooling time to decide. After a couple of years, he still consistently make the effort to engage and follow up on my well-being. He always put customers and their well-being before anything!

Sarah Tan
Client since 2019

If you are young, clueless and detest dealing with insurance. You came to the right place in the search of a trustworthy person that I am recommending.

Lee Wil-son is a genuine, confident, and respectable insurance agent. They say that you got to find a trustable person when dealing with insurance because they play an important role in providing guidance and advice to suit your lifestyle preferences and also within your financial ability.

Wil-son is consistently available without fail, he is not the kind that would abruptly go MIA when you need help, neither would he abandon you if your case is complex. He is also not the pushy type. But rather he respects your decisions if you communicate what you value.

Wilson answers your doubts patiently and clarify any doubts that you have. I remembered I gathered my research and kept asking non-stop. But he is readily to answer these queries and gave real life examples so that I could visualize how it would be like.

Lastly, Wilson delivers quality service and ensures that your financial journey is well-planned out so that you do not need to worry about the what-ifs in the future.