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.

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.

Wai Fong
Retiree
Client since 2020

2020 has been a trying year for everyone with the ongoing pandemic, and more so for me. In August 2020, I was unexpectedly hospitalized for the first time in my life (besides pregnancy and childbirth, that is) for appendicitis. I was distressed over my health and hit by the realization that I did not have a hospital plan that could cover my hospital bills.

Given my age, I was also unsure on whether insurance companies would be willing to provide me with the adequate coverage. I was then introduced to Wil-son by my daughter, who went the extra mile to search and analyze insurance policies, before patiently explaining and recommending the most appropriate coverage for me.

I am much appreciative for the patience and support rendered by Wil-son during this difficult period and his sincerity and genuine concern towards his clients.

To me, he is not an agent, but a trusted family friend.

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.

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!

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.