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!

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

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.

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.

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!