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.
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.
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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.
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.
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!
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.
