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Wilson Tan

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A Monthly Curated Newsletter

As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well.

4 Things Mothers in Singapore Should Do to Plan for Their Finances

A 2015 survey showed that 75% of Singaporean mothers surveyed had not even thought about retirement, let alone started planning for it. If you’re spending all your energy running after the kids or making sure they pay attention during tuition, here four things you should not forget to do for your finances.

 
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Mums, pay attention to finances

Financial experts advise that it makes sense for mothers (and just about anyone) to pay attention to their financial affairs. According to the US-based National Centre for Women and Retirement Research, nine out of 10 women will eventually have to manage their finances on their own at some point, due to circumstances ranging from leaving the workforce to care for a family member, to becoming divorced or finding themselves widowed.

 
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Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance

 
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I seek to reach out to people who believe in creating a safe financial environment for 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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