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Wilson Tan

In Touch

A Monthly Curated Newsletter

As humans, the pursuit of change and progress is something that is innate to every one of us. Like it or not, there will always be things in life that we hope could be a little different, a little better in the way that daily situations & events turn out. It could be in the way we think, speak, or the way we handle everything from our finances to our relationships with others. We seek to become better -- and we should. As we strive to continuously exceed our potential, we rise above all previous versions of ourselves and grow stronger. In this issue, we look at some ways in which we can embrace a better self and an even better future.

The Relentless Pursuit of Improvement

It is no secret that I believe growth is the only guarantee that tomorrow will be better. It is no mystery that I think personal growth is the steppingstone to success for any leader. If you or I want to stay in front of the curve and lead others, then we must do the work that keeps us out front. We must continually improve. But as I seek to improve, there is one thing I know not to chase, and that is perfection. Perfection is a trap. Do not chase perfection as a leader - chase improvement. Make today better than yesterday so tomorrow can be better than today. The relentless pursuit of improvement will take any leader far.

 
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I used to be jealous of other people's wealth and success - here is how I finally got over it

Envy. It is an emotion that we all feel at some point. It is also a really dangerous emotion when we are trying to build a strong financial life. Envy is pure poison to a healthy financial life. After all, envy encourages us to make some pretty poor decisions. Like every other character flaw, however, envy can be overcome. You can directly reduce the envy itself, or you can at least reduce the bad choices you make as a result of envy. Here are seven strategies I use to cut envy out of my own life.

 
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To reach beyond your limits by training your mind | Marisa Peer | TEDxKCS

 
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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.
 
Wilson Tan
 
 
 
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Testimonials and Referral Notes

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Zheng Wei (Civil Servant)

I knew Wilson from his time in the Navy, where he patiently explained things to me until I understood. When I needed professional help managing my finances, I reached out to him. He was incredibly patient and professional, helping me grasp what I needed to know and building my trust in him for my insurance needs. Wilson goes above and beyond by making an effort to follow up, providing client appreciation events like movie events, and sending monthly newsletters to stay in touch. He also creates a well-organized portfolio for his clients. When you talk to him, you can tell he is very passionate about his work. He is trustworthy and highly professional. I strongly recommend him!

Jason (private sector)

I have known Wilson for two years. He has always been helpful whenever I have had insurance-related queries, even though he is not my financial consultant. His commitment and passion for the job have gained my trust to seek his advice on my existing policies. He went the extra mile to examine my existing policies in detail to highlight the gaps. With his patience and willingness to listen, he then came up with a suitable policy that fits into my portfolio. He was able to articulate clearly the important aspects of the policy in the process. He is also quick to respond to the questions that I have, which is a plus point. I have no doubt I can leave my insurance in his capable hands.

Kristofer Lim (Biomedical Engineer/Business Data Analyst)

I consider myself fortunate to have Wilson as my go-to financial consultant for all my insurance plans. Wilson isn't just a professional advisor; he's more like a buddy who genuinely cares about your needs. His attention to detail and commitment to tailoring plans based on lifestyle and preferences are impressive. Wilson doesn't compromise on perks and benefits, making sure you get the most out of your coverage. I appreciate his willingness to listen, and his genuine care sets him apart in the financial consulting realm. If you're looking for a thoughtful and dedicated consultant, Wilson is your guy.

Wei Siong (Business Owner)

I wanted to take a moment to express my gratitude and provide a testimonial for Wilson, who has been my exceptional financial consultant. Wilson has proven to be very helpful, always advising based on the best interests of his clients. He takes good care of his clients and follows up closely to ensure their needs are met. Wilson is passionate about his work, and his dedication is palpable. I find him easy to communicate with, and he is always open to discussing any problems or concerns I may have. I truly appreciate his approach and feel confident in his ability to manage my financial needs. I highly recommend Wilson to anyone seeking a trustworthy and skilled financial consultant.

Leon Wong (Civil Servant) & Li Lian (Nurse)

After having dealt with several agents in the past, enlisting Wilson as our financial consultant made me realize the significant opportunities we had been overlooking all these years! He provided us with consistent updates to assess our portfolio and ensured our comprehensive protection in the event of any unforeseen circumstances. Despite our hesitation in purchasing specific policies, he dedicated time and effort to address our queries and review our policies thoroughly. We were genuinely impressed by his diligence and dedication towards each client. I highly recommend his services!

Jeremy Tan (Civil Servant)

Wilson is not just a former college classmate but also a close friend of mine. Throughout our college years, he was always helpful to me and our group of friends. He has recently gone above and beyond by reviewing and consolidating all of my family policies, including mine, even though I did not purchase them through him. This has been incredibly helpful in refreshing my memory and giving me a clear overview of our coverage. I applaud Wilson for his promptness and efficiency in assisting me with our family insurance policies. He has always been enthusiastic and follows up with any questions I have. The level of customer service he provides is excellent! What distinguishes Wilson from others is that he does not engage in hard selling. Instead, he listens carefully to his client's needs and recommends only relevant products that are in their best interest. He is professional and knowledgeable, but more importantly, he is patient, helpful, and kind. My experience with Wilson has been fantastic, and he is always available to answer any questions with his pleasant personality. If you are looking for a financial consultant, look no further than Wilson!

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