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!

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.

Dr Jerome Joseph
Founder & Chief Experience Officer of The Brand Theatre Worldwide
Head Brand Coach of Global Brand Academy
Ranked No 2 globally as a Brand Thought Leader

This is Dr. Jerome Joseph.

I just completed my two day Brand Mastery and I got to meet Wil-son.

Wil-son is AMAZING!

I love how he IMMERSED himself in brand building and really looking at SUCCEEDING in the marketplace.

Kudos to Wil-son.

Wil-son I know you gonna be a STAR. You're a GEM.

I look forward to seeing your brand SHINE and Making A Difference.

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.

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.

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.