Chang Kai-Hsun
QA Engineer

Having known Wil-son for a few years, he is very friendly and helpful at whatever occasion I had seen. Recently he approached me for a chat and reviewed my policies. He came just at the right moment, as I plan to make use of my CPF.

The way he delivered his comments and suggestions, was very calm and polite, just like a friend who is recommending some of his good purchase in a very professional way.

Apart from giving introduction on the wealth protection schemes, he also patiently gives suggestion to maximize my guaranteed wealth growth before considering any CPF investment plans from him, I find it very knowledgeable and useful.

He put himself in my shoes and give suggestion that would be the most beneficial for me, and when he is giving introductions to a policy, there is not a feel that he want you to buy that, and I hope that I can meet more agents with those kind of characteristic.

I am glad to have him as my agent. Thank you!!

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.

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.

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.

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.

Choo Wan Ee
Sales Director
MiracleLife Pte Ltd

Wil-son is knowledgeable, prompt, productive and fast to work with. His professional advice makes me feel that my investment is safeguarded.

Wil-son stands out from some of the financial advisors I encountered with, in terms of his talent for positioning the pros and cons of doing some investments with strategies and timing.

Wil-son is super trustworthy and someone with high integrity whom I can trust and place my money with!

I recommend his service to anyone and anytime.

P.S. whenever there is a phonecall survey by the insurance company rating my advisor "Wil-son", I always say *"Give Him 10 Star Service!"*🙌🙌🙌