| As Lunar New Year celebrations unfold and we gather with friends and family, let us remember that prosperity is not just about wealth and abundance but also about the wisdom shared and traditions passed down through generations. Amid the laughter, meals, and festivities—and the inherent hope and symbolism they carry—be kind and mindful to yourself and others, ensuring that the deeper meaning of heritage, connection, and togetherness endures beyond the moment. | | The Art of Red Packets: A Parent’s Guide to Financial Wisdom During Lunar New Year This article highlights how parents can use the tradition of red packets to teach children financial literacy, focusing on saving, spending, and sharing wisely. | | 5 Ways To Deal With Chinese New Year Leftovers This article offers creative ways to repurpose Chinese New Year leftovers into new dishes. It suggests making bak kwa sandwiches, creating cookie crumbles for desserts, turning mandarin oranges into marmalade, converting pineapple tart fillings into jam, and using leftover meats and bones to make flavorful stocks. | | 8 Ways to Spring Clean Your Finances This Year  | | Proudly Brought to You 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. | | Lee Wil-Son (李閎熙) | | | | | | | | unsubscribe | You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above.
© Lee Wil-Son (李閎熙), All rights reserved. | |  | | 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. | |  | | 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. | |  | | 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. | |  | | 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 | |  | | 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. | |  | | 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. | | | | |
