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Lee Wil-Son (李閎熙)

In Touch

A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

 
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6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

 
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Freedom from the money culture | Lynne Twist | TEDxBerkeley

 
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I seek to reach out to people who believe in safeguarding the interests of 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.
 
Lee Wil-Son (李閎熙)
 
 
 
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Testimonials and Referral Notes

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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!"*🙌🙌🙌

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!

How Chih Wah
Trading Representative (Remisier)

I know Wil-son since primary school, really can't deny his care towards friends and all those who know him.

I think he will be the right person for this career that he is undertaking, you will surely get the kind of attention that you would probably can't get from anyone.

For example, I have not been in touch with Wil-son for a long time, he will still remember my birthday and surely to send my Birthday wishes.

So, vouch his level of care for those he knows.

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!

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.