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.

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!!

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!

Sally Lim
Finance Executive
Client since 2017

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!!!!

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!"*🙌🙌🙌