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.

Mango Tan
Supportive client and wife

Wil-son is my husband and also our family's financial strategist.

To be honest, I do not like "insurance agents" although I was one myself some years back. I remember how agents always go into telling me how it would be great to start a savings regime and I agree. However, what they didn't tell me is I should probably get a medical plan first so in any event I'm hospitalized, I do not have to burden my family with any medical costs.

My husband believes in starting right with insurance and he helps people manage their money so that having insurance does not becomes a liability.

He feels that people could leverage on insurance to spread their economic risks with the right planning and save them from any unnecessary stress and worries, allowing them to focus on the people they love when they need them.

I would say his value comes from planning with me and not for me.

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.

Ashley Woo
Personal Assistant

I met Wil-son through my boss. Even though I only recently had him as my financial advisor, I have nothing but good words to say about Wil-son. In the two years that I’ve known Wil-son while assisting my boss with his matters, Wil-son has always been someone I could depend on. I appreciate that he is always patient in explaining when I have questions, and I’ve had a lot of them.

There are many financial advisors out there. You will find that a lot are okay and an equal amount that aren’t that great. Then there are the few who, when you find them, make what was previously okay pale in comparison. Wil-son is one of the few, and it shows undeniably in his sincerity. All this is why I am beating myself up for not having thought of reaching out to Wil-son sooner.

I don’t often give recommendations because when things go wrong, you’ll end up getting blamed, but this is how much I believe in Wil-son from the times he has shown up for my boss and me, and at the level at which he did.

It gives me such peace of mind to know now that I have someone I trust to advise me and look out for my best interests. You can have that too.

Hui Kwok Hong
Client since 2017

Wil-son's an attentive and patience chap. Great attitude and manners.

Went into details with me regarding my doubts n questions throughout the session.

Went an extra mile compare and adviced my previous policy and current ones.

He's one of the main reason why i choose the current policy. Trust and reliability.

Thanks Mr Wil-son

Xie Yao
Human Resource
(Non Face-to-Face Client, COVID-19 Circuit Breaker Period)

I will highly recommend Wilson because he is very approachable, genuine yet professional. I have been bombing him with questions to and fro before finalising my decision. But he was very patient and attentive to my needs.

I signed my first policy with him without feeling any pressure and was given ample cooling time to decide. After a couple of years, he still consistently make the effort to engage and follow up on my well-being. He always put customers and their well-being before anything!