As we embrace 2024, discover essential insights for a prosperous journey ahead. Explore key financial strategies and economic trends aligning with the Dragon Year's promise of prosperity. Immerse in the cultural vibrancy of the Lunar New Year celebrations. I hope this issue with its blend of wisdom and practical advice equips you to navigate the opportunities and challenges ahead with confidence. Together, let's ride the Dragon! | Chinese New Year 2024 - 10 Best Reunion Dinner & Delicious Takeaways! Elevate your Chinese New Year celebrations in 2024 with the 10 best reunion dinner options in Singapore | Eight Money Resolutions to Consider for a Financially Secure 2024 The article outlines eight financial resolutions for 2024, focusing on evaluating personal finances, practicing the ‘3Ms’ (Measure, Monitor, Manage), starting an emergency fund, budgeting, investing in oneself, paying off high-interest debts, diversifying investments, and establishing a regular savings plan. | The World Ahead 2024: five stories to watch out for | Proudly Brought to You 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) | | | | unsubscribe | You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above. © Lee Wil-Son (李閎熙), All rights reserved. | | | 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. | | | 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. | | | 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. | | | 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!!!! | | | 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. | | | | |