Amidst rising costs, aging and retirement planning is becoming a growing concern for many. Yet, more than just ensuring financial readiness, one who is planning to retire also needs to be psychologically prepared for the shifts in lifestyle, routine and everything that comes along with it. In this issue, let's explore expert tips on staying healthy, mentally sharp and financially secure, so we can age gracefully in our golden years.
Tips for Aging Well: 10 Habits for Physical and Mental Fitness
BetterUp recommends ten habits for well-being in ageing, emphasizing exercise, health checks, sleep, positivity, and social connections.
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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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!!!!
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.
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!
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.
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.
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.
