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Lee Wil-Son (李閎熙)

In Touch

A Monthly Curated Newsletter

In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together.

2024 Financial Goals: 5 Resolutions to Avoid

Kay Dee Cole advises avoiding vague or overly ambitious financial resolutions for 2024, emphasizing realistic, value-aligned goal setting.

 
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5 Reasons You Should Create Reflection Rituals At The End Of The Year

Danielle Anson discusses the benefits of end-of-year reflection for personal growth, healing, and setting future intentions.

 
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The Habit That Could Improve Your Career | Paul Catchlove | TED

 
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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)
 
 
 
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Testimonials and Referral Notes

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Cedric & Sherrie
Kayaking Coach / SIA Cabin Crew

I've known Wil-son since our school days when we were both passionate with outdoor activities. He was always seen as a friendly and supportive team player. As a coach he was brilliant and skillful, and always ready to impart all his knowledge to make somebody else better.

A very unselfish person who continues to become who he is today. When I required certain information for my wife who wanted to get an insurance plan for our baby, he readily made himself available to assist me. Wil-son was well informed and understood the market. There was no pressure from him as he patiently go through all the small details that would be useful for us.

Professionalism and reliability are two important qualities that I look for when it comes to financial planning and investments. You will find that Wil-son can be that person to assist you with regards to your health and wealth.

I will highly recommend Wil-son to future clients who required his expert advice.

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!

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.

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.

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.

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!