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!

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.

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.

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.

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!

Cedric & Sherrie
Kayaking Coach / SIA Cabin Crew

I've known Wil-son since our school days when we were both passionate with outdoor activities. He was always seen as a friendly and supportive team player. As a coach he was brilliant and skillful, and always ready to impart all his knowledge to make somebody else better.

A very unselfish person who continues to become who he is today. When I required certain information for my wife who wanted to get an insurance plan for our baby, he readily made himself available to assist me. Wil-son was well informed and understood the market. There was no pressure from him as he patiently go through all the small details that would be useful for us.

Professionalism and reliability are two important qualities that I look for when it comes to financial planning and investments. You will find that Wil-son can be that person to assist you with regards to your health and wealth.

I will highly recommend Wil-son to future clients who required his expert advice.