Wilson Tan

Prudential Senior Financial Consultant

Wilson Tan

Prudential Senior Financial Consultant

Wall of TrustCall Me
Articles Worth Sharing

Wilson has previously served in the Republic of Singapore Navy for 5 years as a regular national serviceman. Through his previous work experience with the Navy, he realizes that he is better suited for work that could afford him more autonomy and financial independence.

To him, the role as a financial consultant is not merely a job, but also a golden opportunity to render assistance to his clients with the requisite knowledge of financial planning. This job also enables him to establish meaningful relationships with his clients, to offer timely support and guidance as they go through major milestones in their lives.

Speak with Wilson now, as you can depend on him to navigate through this enriching journey of Financial Planning together.

Scroll down to have a look at what his clients think of him. If you’re open to a Financial Portfolio review by Wilson, do Click on the WhatsApp icon above to get connected!

www.prudential.com.sg/FC-info

  • Work
    • Wilson Tan representing Prudential Assurance Company Singapore (Pte) Reg no.199002477Z
  • Credentials

      1st Runner-Up of Top Rookie in OCHO|QCE|Fast Track Elite

Newsletters

Articles Worth Sharing

Newsletter Issue 68: Navigating Differences, Conflicts and Relationships with Maturity

Every one is different, and differences in opinions, interests, backgrounds and personalities tend to come with conflicts. Whether is it our co-workers, friends, family members or even our partners, disputes are not only common, but they're natural and sometimes inevitable. The question is, while such conflicts arise, how do we navigate them? Do we attempt to work through issues amicably with others, or do we allow our egos and emotions to rear its ugly head? Today, we look at practical tips on how we can manage ourselves and relationships in more mature ways.

Read more

Newsletter Issue 67: Better Than Before

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.

Read more

Newsletter Issue 66: Self-Doubt & Self-Confidence

In life, there are days and moments where everything we do does not feel enough, or face situations that are beyond our control. A common response to such instances is to doubt ourselves and our abilities, and that is a very normal and human thing to do. But the effect of self-doubt can cut both ways: It can either spur us to achieve our goals and thereby boost our confidence levels, or cause us to feel entirely powerless and paralysed. Fortunately, whether we allow it to work for or against us is mostly up to us. In this issue, we will explore the ways in which we can harness self-doubt to build confidence -- one step at a time.

Read more

Newsletter Issue 65: 80 Summers, 80 Winters, 1 Life

Statistically, most people live till an average age of 80 years. Although this number varies across cultures and nations, we cannot deny that life is still all too fleetingly short. 80 years a lifetime translates to 80 summers and 80 winters - to love, laugh, live, and make the most of our time on this earth. Far too often, when faced with our mortality, we look back at our lives and think of all the things that could have been different. Regret may sometimes be inevitable, but it is still possible to live an unlimited life with the limited time that we have. In this issue, we look at some of the ways we can do so.

Read more

Newsletter Issue 64: Travelling Again

For the past years, given the pandemic and restrictions, many of us were forced to re-evaluate how to plan and book trips for holidays, or consider whether we should even be planning for any travel at all. Now, as borders are opening up, we have reached a stage where many of us are ready to start traveling again and make vacation plans once more. The catch, though, is that traveling will likely continue to be complicated as new variants emerge. How then do we plan for travel? In this issue, we explore this matter in more depth.

Read more

Newsletter Issue 63: Being Positive

Life can be unpredictable with obstacles, making it sometimes difficult to stay afloat. Whether it is the loss of a loved one, stress from work, or financial woes, everyone faces challenges and does at some point, struggle with remaining optimistic or hopeful. Nonetheless, it is still important to maintain positivity to keep us going; by finding the good in the bad, and being the light in the darkness. For this issue, let us explore on what being positive means & how we can harness it in ways that truly benefit our lives.

Read more

Newsletter Issue 62: Social Media and Mental Health

As humans, we have an innate need for connection and approval from others. Often, we make an effort to gain validation and this is natural. Yet, in our world today, this need for others’ approval becomes magnified; as many of us are constantly plugged in on social media, we tend to get caught up in the pursuit of “likes”, “shares”, “follows” & engagement. These can have implications on our mental well-being and happiness. Through this issue, I hope that we can be more aware of the impacts & risks associated with excessive use of social media, and what we can do about it so that we can live out our best lives.

Read more

Newsletter Issue 61: Being Savvy This Festive Season

It is a season of feasting, socialising and spending time with our family and friends. Amidst the bustle of festive preparations and joviality, let us not forget to take care of our well-being even as we celebrate this time of wealth, health and happiness. Stay safe, savvy and prosper!

Read more

Newsletter Issue 60: Looking Towards 2022

By this time, we would have endured quite a long period of the COVID-19 pandemic and many things have changed. Collectively, we have adapted to new ways of living, working and socializing. While there is no telling of when this pandemic will truly “end”, one thing’s for sure: Life goes on. The best we can do is to continue to look towards the future and live out the best we can. As we head into a new year, here are some predictions and trends we can look forward to.

Read more

Newsletter Issue 59: 6 Essential Money Moves To Make In Uncertain Times

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

Read more

Newsletter Issue 58: Misconceptions that hold us back

Confucius, the Chinese philosopher, left us with these words to contemplate: The man who asks a question is a fool for a minute: the man who does not ask is a fool for life. As the year winds down, it is time to reflect on some popular and widely - accepted beliefs and misconceptions that we may hold that do not serve us in achieving our goals and desires. Today, we look at debunking some of these misconceptions to expand our thinking and explore new perspectives and horizons.

Read more

Newsletter Issue 57: One Thing At A Time

In meeting the demands of work and every day life, many of us can feel compelled to do all things at once, and may become overwhelmed or less effective as a result. To counter this, it is worth taking a moment to adjust our pace; to give ourselves the space to practice taking one step at a time in the ways we perform our tasks and how we manage our minds & emotions.

Read more

Newsletter Issue 56: Habits & Decisions That Compound

As human beings, we are a culmination of our environment, decisions, behaviours and habits. It is worth giving thought to how we live our lives; taking a step back to reflect on some of our own less-than-ideal tendencies and ponder about how we can mitigate or improve upon them. Here are some resources that I hope can help us foster habits and patterns that can create an upward cycle for ourselves over time.

Read more

Newsletter Issue 55: Managing Burnout

In a world where more of us are increasingly working remotely, the issues of exhaustion, burnout and digital fatigue have become more pronounced in recent times. The implications on mental health and quality of life are real. Here are insights and resources that I hope can help us better understand the nature of the burnout that we may experiencing. More importantly, we can learn to manage, uplift ourselves and also the people around us.

Read more

Newsletter Issue 54: On Leadership

Leadership is the act of guiding a team or individual to achieve a goal through direction and motivation -- and there is a leader in all of us. This issue contains insightful resources and pointers that touch on the various under-talked about but important aspects of leadership. I hope this inspires us to not just exercise good leadership in our daily lives as individuals and organisations, but more importantly, help us get through and thrive even in difficult times.

Read more

Newsletter Issue 53: Productivity, Personal Effectiveness & Meaning

As our personal lives get increasingly intertwined with our work in this season, it becomes more important than ever to find ways to devote our energies to become more effective & productive as individuals. Here, I'd love to share with you on some resources and powerful ideas on how we can not only become more productive, but also make our work & daily life more meaningful in the process.

Read more

Newsletter Issue 52: Living A Good Life

What does it mean to lead a good life? The meaning of a good life, or life for that matter, is subjective. But there are some evergreen truths and wisdoms that we can all live by that help us gain the most out of life even through obstacles and challenges. In this issue, I have put together for you a series of insights, tips & advice by some of the best thinkers throughout history on how to live out a good life. I hope these resonate with you.

Read more

Newsletter Issue 51: Dignity and Why It Matters

Dignity is the state or quality of being worthy of honour or respect by virtue of being human, and every person has an intrinsic need to feel valued and needed. Yet, in our world, there is often a gap between the ideals and realities of how dignity is accorded to individuals across age, gender, social statuses and financial positions. In this issue, I'd like to bring attention to the topic of dignity, and the ways which we can protect & honour the dignity of others and ourselves.

Read more

Newsletter Issue 50: Empowering Women In Our Midst

Women have long played a huge part in our society and economy. When it comes to uplifting women, the work extends beyond just international women's day or month. In fact, it requires continuous effort from not just leaders, but also every day folks like us to recognise and appreciate the great potential of women in our lives. In this issue, I'd like to share insights on how we can be enablers of women's progress while staying aware of the realities and struggles they may face. I hope this helps us in empowering the women and girls in our midst.

Read more

Newsletter Issue 49: The Gift of Paying It Forward

When was the last time you received kindness from somebody? When was the last time you extended an act of kindness to someone else, and to what end? As it turns out, there can be tremendous merits and outcomes in paying forward a kindness received with a good deed to somebody else, especially when done out of gratitude. The concept of "Paying It Forward" is nothing new, but in our world, I believe we could do with more compassion and selflessness as it brings out the best in us.

Read more

Newsletter Issue 48: Done is Better Than Perfect

As we begin a fresh year, it is a good idea to not just evaluate ourselves based on the previous year on how we have been managing our lives, but also to find out ways to become more productive as we move along. In this issue, I'd like to share with you some powerful ideas on productivity and how we can make the best of our resources, time, energy and capabilities. Let's do this!

Read more

Newsletter Issue 47: Of Languages, Love and Possibilities

In the words of Poet Ali in his TED Talk, "Every language we learn is a portal by which we can access another language"; the more we know, the more we can speak. To round off the year, I'd like us to take a moment to learn new concepts, stories and ways of seeking and connecting, which will empower us to adapt to the needs of others & ourselves in the way we relate, love, heal, and see possibilities. I hope this inspires you.

Read more

Newsletter Issue 46: Guiding Principles and Tips on Taking Charge of Finances in Our Lives

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

Read more

Newsletter Issue 45: On Teaching, Learning & Growth

All of us would have people around us that we learn from in our lives. And people whom we in turn teach and need to be accountable to at some point - as students, working adults or parents. The better we are at relating and leading others into growth, the better we become as individuals. In this issue, I hope we can draw some lessons and wisdom from these materials that can help us cultivate values and cultures that we want in our lives and lift us up.

Read more

Newsletter Issue 44: The Ability to Rethink & Reassess Our Minds

As humans, we often like to think we're right, even when we can be wrong at times. Many of us have the unconscious tendency to seek information that support our existing beliefs & disregard or undermine those that do not match ours. But doing so without awareness or questioning can have adverse effects in the way we think, make decisions & live our lives. Today, I'd like to share with you some potential consequences of confirmation bias & what we can do about them.

Read more

Newsletter Issue 43 : Staying Grounded in Things that Serve Us

The world as we know it has changed for good on pretty much every level - from our lifestyles, to habits, to incomes and economy. As we navigate our way and find our place in trying times, it is important to stay grounded and keep the faith as we focus on seeing and creating opportunities, solutions & meaning. While there are no quick fixes in times like these, there's still a space for us to find ways to improve and cope better in our lives. I'd like to share them with you in this issue. Let's keep our heads up in choosing to persist in hope & good thoughts, and I believe we will emerge stronger than before.

Read more

Newsletter Issue 42 : Moms Never Retire?

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.

Read more

Newsletter Issue 41: This is the 8th Wonder of the world - Einstein

Albert Einstein said, "Compound interest is the eighth wonder of the world. He who understands it earns it. He who doesn't, pays it."

Read more

Newsletter Issue 40 : Mastering the Skill of Learning New Skills Fast

Today's phone in our pocket has 100,000 times the power of the computer that landed man on the moon 50 years ago. Our world is evolving at breakneck speed today. The World Economic Forum projected that more new jobs will be created compared to the ones lost. Uncertainty remains about what these new jobs would be. But the time to change our approach to learning new skills has come. The time is now. The 4th Industrial Revolution has begun.

Read more

Newsletter Issue 39 : What is hurting Employees and Employers

There are many new things to deal with at this time while we are being isolated from life-as-usual. A new lifestyle, a new future and something that can be quite subtle - a new kind of burnout. It should do us well to be aware about this so we can learn to disengage when we need to. I wish you and your loved ones good health and may you continue to stay safe!

Read more

Newsletter Issue 38 : Holding Space in Difficult Times

Amidst a pandemic, the profound impact & discomfort of loss or the prospect of loss is felt almost universally. We may find ourselves and even those we care about feeling anxious & restless, which makes it challenging as we find ways to adjust not just physically, but also mentally & emotionally. At this time, emotional support for one another becomes ever more essential. Here, I'd love to share with you insights that can help us have a deeper understanding on the complex emotions that we may be dealing with, & the ways in which we can provide meaningful social support in our daily interactions through being present & holding space for others.

Read more

Newsletter Issue 37 : Covid19 - No turning back from a new future and reality

What the eyes cannot see is bringing countries to their knees as we write. The full impact of Covid19 is still unknown. It has ushered in a new reality for the World. Our lives will never be the same again. And Covid19 won't be the last. While we #fightasone, let's see how we can prepare ourselves and our children for this new future - together. Here are some good reads that I believe can help us rethink this new future and its possibilities. If you find these resources useful, please forward them to those you care about, especially at a time such as this. Cheers!

Read more

Newsletter Issue 36 : Make these 6 decisions

Here's wishing you and yours a very fruitful 2020, and the best is yet to come! Another year, and what better way to start it with a collection of thoughts that might turn out to touch your life for the better? I hope you could find something useful and share along with those you care about too. Cheers for a blessed 2020!

Read more

Newsletter Issue 35 : When the going gets Rough

When the going gets rough, it can at times be easy to lose sight of what we set out to attain in our lives, be it in our personal endeavours, work or finances. The process of going & pushing through such situations may not be most comfortable, but persevering and talking about how to handle them is necessary. These are perspectives I found useful and inspiring. I hope this gives you hope.

Read more

Newsletter Issue 34 : Trust, Relationships and Emotional Security

In many ways, relationships are key to our well-being, as trusting, fulfilling relationships lay the foundation for our emotional health and security. But to work through relationships and trust matters aren't always linear or clean - they can be messy and raw. Here are some articles that I found incredibly valuable that enrich us in our personal and professional lives.

Read more

Newsletter Issue 33 : These are simply worth sharing with you

Change is hard. To force change is harder. They usually don't last. Perspectives however, are easier to accept. They change our minds and maybe that's what we need more than change itself. I hope you enjoy these articles.

Read more

Newsletter Issue 31 : The Power of Tiny Gains

These are some rather transformative articles that could help you and those you care about. So please be free to share them. I hope you find them beneficial. If you like them, do drop me a note and I'll be very glad to know I've added value and touched someone.

Read more

Newsletter Issue 30 : How the World forgot to sleep

The lack of sleep being linked to chronic illnesses like diabetes and heart disease isn't a happy story. Certainly not for those of us who are more conscious about building happiness in life. Please share this newsletter issue with those you care about. We can impact lives together!

Read more

Newsletter Issue 29 : Don't leave life without it

The Bucket List - chances are that you may not have made one. It is an interesting journey that we can take together. It's also a lot easier taking a peep at some of the most inspiring bucket lists that we have put together to share with you. Let's start one and live it out!

Read more

Newsletter Issue 28 : 8 Ridiculously Good Recipes That Only Take 15 Minutes

Since our taste buds are not working like black and white TVs. We know it's meant for some tasty good food. Yummy! Let's stay healthy, and also up our knowledge about making some nice interesting food. Here are some really good resources curated for you.

Read more

Newsletter Issue 27 : Life's most Powerful Lessons

There's a man in Singapore, that every time he concludes a business deal, he would go buy a plant and plant it somewhere. It's a simple way of giving back. He was also able to disengage and be with himself while doing something meaningful, albeit how simple it was. In this issue are some more examples of such life's lesson that we can benefit from. All we need, is to just take some time, slow down and breathe in the fresh air.

Read more

Newsletter Issue 26 : 3 Financial Wisdom from a woman with 3B Net Worth

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

Read more

Newsletter Issue 25 : Come 15th May, Singaporeans have One more thing to be proud of

In case you missed the news, besides the big 3 - US, Russia & China, tiny Singapore would be the next to send a human into Space using a helium Stratospheric balloon capable of lifting an SUV. This is a 5 years arduous journey filled with many inspiring stories. A Visionary who saw the possibilities, followed by 150 applicants to be Singapore's first Astronaut, and finally an extraordinary individual to make the trip, laying his life on the line. Yet his project isn't about Space. It's about creating a better mental model for Singaporeans - that with the heart, mind and grit, we can do great things. Enjoy this historic moment.

Read more

Newsletter Issue 24: The Interesting secret

Or rather, this issue is about learning the secrets of being interesting. Even calling it a secret is a little too much. In today's world of overwhelming information overload, it's about paying attention to certain things that some people do to make themselves more interesting than others. We can all do better in life with a little dose of this knowledge. So let's dig in!

Read more

Newsletter Issue 23: The way we Think

In this issue, I'd like to do something different. All of the highlights are very interesting videos from TED talks about the way we think. The videos are between 15 to 30 minutes, but they are well worth your time I promise. Hope these resources will help create marginal changes in your life every so often. Let's be enlightened together!

Read more

Newsletter Issue 22: Why Happiness is linked to Deep Talk

Research seems to point to the fact that those who engages in deeper conversations with others are happier people. This is what I call a happy finding. It levels with what makes us human. We speak, we listen, we feel, we learn, we take and we give. And deeper conversations allow us to lift each other up.

Read more

Newsletter Issue 21: Half of the jobs in 2020 are not yet known

In the last issue, we discussed how robots will change our lives in the future. It has become increasingly important for us to keep our minds on the ball, stay sharp and stay progressive. If half the jobs in 2020 are yet to be known to us, how can we prepare ourselves and our children today? To face a fast changing future, we need to first understand it. We need to try and take a peek into this future and start to embrace change.

Read more

Newsletter Issue 20: Your Life is About to Change

We have come to a very unique juncture in time, where we are transitioning into the 4th industrial revolution. This is a time where technology as we know it will start to escalate in its rate of change. Our lives and jobs will surely be impacted. But how? It is time to consider this and take stock of where we might stand now and three to five years later.

Read more

Newsletter Issue 19: The Indispensable Power of Story

From a parent to a child, between friends and professionally in the workplace - there's something special about the role of story telling. And we've a lot to learn from the world's great story tellers. Some of the best are comedians, public speakers and politicians. But there's more. I hope the following articles will help you get started in this interesting journey of learning and exploration.

Read more

Newsletter Issue 18: Retirement dream vs reality

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

Read more

Newsletter Issue 17: Some things don't change

The future seems to come at us at a faster pace than before. It brings along with it many questions. Will automation take over our jobs? What new jobs will be created? And which existing ones will be obsolete? How can we survive? Yet some things don't change. Understanding the things that will change and those that won't can help us carve out a better future.

Read more

Newsletter Issue 16: 2 Tips from a 116 year old

Most of us find it hard to change even when we know we need to. If only it's as easy as a walk in the park. But once in a while, a certain change of perspective is all it takes. Hopefully, today can be one of those time for you. We can gain some insights and wisdom from these articles that are worth sharing.

Read more

Newsletter Issue 15: The thing about Time management

Do we need to get better at time management? Or do we need to instead think about Time itself? More specifically, what it means to us - with the very limited time that we have. The answer would be different for each of us. But I'm rather certain that taking time to ponder about Time itself can be a fruitful thing to do.

Read more

Newsletter Issue 14: What you need to beat Diabetes

The World Health Organization's latest report says diabetes has quadrupled in the past 34 years. It's certainly something that we should care about. Not just for us, but also our loved ones. Here's a starter to help us understand and prevent this disease better.

Read more

Newsletter Issue 13: Hipster Hawker Stalls - Yummy!

Health is important, so is a good life and great food! One of the great thing about being in Singapore is that there's always new food places to explore. In this issue, I'd like to bring you to a couple really good yummy places - wrapped up with a hilarious video you don't wanna miss.

Read more

Newsletter Issue 12: Oh how beautiful, beautiful, beautiful!

Singapore is growing as a cultural center. But why is Art important? And how can Art, in its many forms make our lives better? Deep within all of us, there's a need for expression and appreciation. There's certainly more for us to explore and learn about Art. Do not miss the video below. Oh how beautiful this is ~ a celebration of art and life!

Read more

Newsletter Issue 11: Secrets of the Heart - Uncovered

It is always quite refreshing to discover new things about our health. In this case, Vitamin C is one of those surprises. Do watch the video below till the end ~ it could be a life saver. But please seek your doctor's opinion as well.

Read more

Newsletter Issue 10: The result of reading

The more we read, the more we can share. And sharing is caring. Here are a few interesting articles I'd like to share with you in this issue of my newsletter. Remember to pass it along to those whom you care about too.

Read more

Newsletter Issue 9: This isn't the bucket list

It isn't the bucket either. One good news is that more people are now surviving cancer. The other good news is that life expectancy has increased from 75 to more than age 80. But hold that thought for a moment - it's only good news if one is financially prepared to survive such a critical challenge.

Read more

Newsletter Issue 8: Creativity

We may have thought that creativity is a realm belonging to a selected few. But is it? In this issue, we explore together some interesting stories that may strike a chord of inspiration for you. You can be creative too.

Read more

Wall of Trust

Testimonials & Referral Notes

METICULOUS AND SUPPORTIVE FINANCIAL CONSULTANT

Hi Everyone ,

Wilson is a meticulous, supportive and knowledgable person who looks after his clients' best interest, as well as taking the time and effort to address my inquiries. He ensures that i have a clear understanding on products and only recommend suitable products based on my needs. Overall, I am delighted working with Wilson and hope to continue in the foreseeable future.

Regards,
Patrick Soon (Civil Servant)

CARING & KNOWLEDGEABLE FINANCIAL CONSULTANT

Hi Everyone,


Wilson’s attentiveness and passion for his clients’ well-being are indisputable. I agree that he has been a very caring and knowledgeable financial consultant since I have known him both as a friend and client.

He will always go the extra mile to ensure that my insurance needs are met and will always be ready to share and listen to my feedback. I also want to commend him for continuously engaging his clients with welfare sessions/gifts and taking the time to bond with us through these processes.

I will introduce more of my friends and family to Wilson, and I am truly fortunate to have such a good financial consultant by my side.


Regards,
Jivon (Systems Analyst)

GENUINE AND ENTHUSIASTIC FINANCIAL CONSULTANT

Hi Everyone,

Wilson is the most genuine, enthusiastic, and amicable financial consultant whom I have had the honour of meeting.

He's meticulous, responsive and consistently exceed all expectations to deal with his clients' advantage and needs.

I genuinely value his great assistance and would enthusiastically recommend Wilson to anybody decisively!

Regards,
Sebatian Tan (Civil Servant)

Committed & Knowledgeable Financial Consultant

Hi Everyone,

Wilson is a committed and knowledgeable financial consultant. He helped me make informed decisions that cater to my needs and is patient in helping me clear my doubts. He is very approachable and friendly, making the engagements comfortable and easy to understand! :-)

Regards,
Jesphne (Undergraduate)

Compression & Loyalty Financial Consultant

Hi Everyone,

I first met Wilson when we were in BMT, where we were section mates. In the years since, he has grown in maturity and became a meticulous person who is aware of the needs of his clients. At the same time, what has stayed true to his character is his compassion and loyalty to his family and friends, which I am proud to attest. Just as he constantly has the welfare of his loved ones at heart, he will serve his clients with their best interests in mind.

Regards,
Zhi Jie (Civil Servant)

Compassionate & Passionate Financial Consultant

Hi Everyone,

Wilson is very compassionate towards his clients and passionate about his work. He will go all the way to assist his client, doing his utmost to provide information that aids my decision making.

He takes great pride in his work and always acts in the best interests and well-being of his clients. I was personally touched when he remembered my birthday and sent me a handwritten card to wish me well.

He will go the extra mile to serve his clients beyond his call of duty. If you are looking for someone to advise you on financial planning, I will strongly recommend Wilson.

Regards,
Roger (Counsellor)

CARING AND TRUSTWORTHY FINANCIAL CONSULTANT

Hi Everyone,

I would like to take this opportunity to thank Wilson. Thank you for putting in the extra mile to help me with my insurance plans from scratch. I'm really grateful for that! I was introduced to him by a close friend of mine. We started chatting and managed to hit it off right away, having a solid connection, and that's always a good starting point. It is his kind, caring and helpfulness that made me put my trust in him. 100% highly recommended for being my financial advisor! 😁😁

Regards,
Jia Rong (Pharmacist)

PATIENT AND UNDERSTANDING FINANCIAL CONSULTANT

Hi Everyone,

My insurance was a mess before Wilson approached me. After understanding my concerns, he helped to identify the insurances that I needed and patiently answered all my questions. He is quick to revert whenever I needed help with anything insurance-related and he also follows up from time to time to update me on any new changes in the industry (even creating his own newsletters for our ease of reference!). Super a lot of effort and I do really feel like I am in good hands.

Regards,
Xuekun (Lawyer)

KNOWLEDGEABLE AND PROFESSIONALISM FINANCIAL CONSULTANT

Hi Everyone ,

It hasn't even been a year since I've known Wilson but my experiences have been pleasant up to this point. I admire his enthusiasm and that he will always check in on his clients occasionally to introduce new changes or simply just to catch up. He is patient in answering any questions that I have and does not mind explaining again to make sure I really understand. His product knowledge and professionalism is excellent!


Regards,
Nurhafizah (Lab Officer)

ATTENTIVE AND APPROACHABLE FINANCIAL CONSULTANT

Hi Everyone,

Wilson was initially referred to me by a close friend. As my financial consultant over the past year, I can say with certainty that Wilson has been attentive, patient, and approachable when it comes to answering my questions. He is also concise in delivering his explanations, usually being able to pinpoint my needs and provide me timely recommendations. For those who are genuinely interested in looking for a trustworthy (& non-pushy!) financial consultant, I would definitely recommend giving him a chance!

Regards,
Rayson (Researcher)

FRIENDLY AND HELPFUL FINANCIAL CONSULTANT

Hi Everyone,

Wilson is extremely friendly and helpful ever since I met him. With the explanation given by him, it is detailed yet comprehensive. He helped me a lot in understanding Singapore's CPF system and the various plans that I can consider. He is very thoughtful in giving recommendations and talking through things which I have doubts about. When it comes to execution, he is highly efficient and will answer my queries promptly, hence I can leave my insurance in his good care.

Regards,
Carin (McDonald's Manager)

FRIENDLY & HUMBLE FINANCIAL CONSULTANT

Hi Everyone,

Wilson was a great senior during our national service, turned into a friend and financial consultant. His quiet and modest personality is something that speaks volumes about his humble nature. He is someone you can count on in times of need. On some occasions, he would personally deliver goodies to his clients as a form of goodwill and partnership.

Wilson listens attentively to your worries and tries his best to work around the best plans for you.

Having a calm and reassuring presence, it's not hard to sit down and have a friendly chat about almost anything with him! He knows his work at the back of his hand and I would definitely recommend him as your financial consultant.

Regards,
Jeremy (NUS undergraduate)

PERSEVERANCE AND DILIGENT FINANCIAL CONSULTANT

Hi Everyone ,

Wilson is a man with few words, but he delivers work!

Working alongside with Wilson for the past three years, he is always punctual and diligent! In this industry, we often face challenges, but his grit and perseverance admire me.

When in need of help, you can always count on Wilson! I believe his clients are all in good hands. Keep up the excellent work, Wilson! Let’s do even better for the years to come! Jiayou :)


Regards,
Hayley Wee (Financial Consultant)

PROFESSIONAL AND TRUSTWORTHY FINANCIAL CONSULTANT

Hi Everyone,

Wilson is professional, sincere, thoughtful and ready to exceed all expectations for his clients. He is exceptionally meticulous and detailed in his explanation when he shared with me about financial planning. I’m highly impressed by how knowledgeable and familiar he is with the workings of the financial industry. Because of that, I have also entrusted him with my family’s financial planning.

He is very approachable, patient and willing to share his honest thoughts about different insurance products, being discernible and recommending only those that suit me. On some occasions, he would personally deliver goodies to my family as a form of appreciation too! Overall, I will definitely recommend him to anyone who needs a financial consultant whom you can trust.

Regards,
Sze Tiong (Civil Servant)

RESPONSIBLE AND TRUSTWORTHY FINANCIAL CONSULTANT

Hi Everyone,

I have known Wilson since our days in the Navy. He is a responsible and trustworthy coworker who has never failed to perform the tasks assigned to him. Given his reliability and consistent work ethics, I knew that I could trust him to manage my financial planning.

Wilson listens patiently to understand my needs and requirements on the type of plans that would be suitable for me.

He was also able to provide sound recommendations despite it being our first Zoom appointment. Overall, the session I had with him was informative, fulfilling, and I now have an in-depth understanding of the retirement plan. I will definitely recommend him to my friends.


Regards,
Joann Tay (Civil Servant)

HONEST AND SINCERE FINANCIAL CONSULTANT

Hi Everyone,

Wilson is a friendly, honest and sincere Financial Consultant. As his aunt, I will definitely support him and I am happy to see him excel in his job. I would also recommend him to my friends who wish to get in touch with insurance and/or financial services. Well done Wilson👍

Regards,
Irene (Bank Service Officer)

PROFESSIONAL & ENTHUSIASTIC

Hi Everyone,

I can vividly recall one year back when I first met Wilson. He was sharing with me on how he wanted to provide professional advice and have an impact on the lives he touches. He knew that the best way to achieve this was to constantly improve the financial literacy of his prospective clients.

I was awed by what he shared, and instantly knew at that moment that he would definitely do a fantastic job as a financial consultant.

Today, he still upholds these values in serving his clients. He also continues to work on himself, acquiring more relevant knowledge and skills to enhance the services that he can offer to all his clients.

Continue to keep up the good work. I am so proud of you, Wilson!

Regards,
Chin Hong (Group Director)

Meet the GEM in my team!

Hi Everyone,

I’ve known Wilson for close to 2 years. Wilson is one of the most dedicated and committed coworkers in my team. He is always on the ball and responsible. It has been a blessing to work with him so far! He will take the extra mile and time to improve his knowledge to ensure that his clients are well taken care of. He always updated his client and work very closely with them and their loved ones. Well done Wilson! Keep up the good work! I am proud of you!

Regards,
Ferlyn (Senior Financial Services Manager)

RELIABLE AND GENUINE FINANCIAL CONSULTANT

Hi Everyone,

Wilson is as great a friend as he is a financial consultant. He is very professional, meticulous, patient, driven, and most importantly genuine toward all his clients. Even as an experienced agent, he strives to upgrade himself constantly to further improve his quality of work. He gained my trust not through his speech, but his action. He is my go-to financial consultant, and I would highly recommend him to anyone looking for a reliable financial consultant!

Regards,
Ting Wei (Musician)

TRUSTWORTHY AND HELPFUL FINANCIAL CONSULTANT

Hi Everyone ,

Wilson was unbelievably helpful to me back then in the Navy, when I was still his superior. Due to our shared experiences of working and playing hard together as comrades in the past, I am certain that I am able to trust him just as much as I did before.

I also really appreciate the 'home tutor' level of high attentiveness that he has given me, providing in-depth explanations to clear the doubts in my mind. The review sessions that I had with him were indeed satisfactory. I’m very much looking forward to receiving new updates or promotions from him!

Regards,
Clement (Civil Servant)

DILIGENT AND PATIENT FINANCIAL CONSULTANT

Hi Everyone ,

I have known Wilson for more than a decade, which is why I am able to vouch for his driven personality and great attitude towards his work, where he never fails to deliver what he promised. As a financial consultant, he knows what to present to me, and has never came across as being pushy.

Wilson will always listen first, to try and understand my needs, before giving me advice on the plans that I should go for. He is able to elucidate his point of view clearly and professionally, also educating me on the important aspects of my policies in the process. While he tries to offer suitable recommendations, he also respects my final decision.

I have always been skeptical about financial consultants due to my personal experiences in the past. However, Wilson does an excellent job in presenting himself, which changes my opinion, as I now know that I’m in good hands, and that makes me feel at ease.

Regards,
Kino (Account & Operations Manager)

TRUSTWORTHY AND CARING FINANCIAL CONSULTANT

Hi Everyone,

Wilson is a very trustworthy friend. I knew him during his time in the Republic of Singapore Navy. I have always known him to be a caring individual who I can count on as a friend. After his tenure In the navy, he switched his path to the insurance industry. He will always offer the most beneficial plans to me. I personally brought from him. He is very accommodating and always tries to match our schedule, no matter how late it is. Wilson is one of the most delicate financial consultants I have met.

Regards,
Tuck Wah (Civil Servant)

INSPIRATION AND DETERMINATION COLLEAGUE

Hi Everyone ,

I was contracted with Wilson on the same day and I have seen how he grew throughout the past year. He has a strong dedication and passion towards his career and clients. It’s really admirable to see how he puts in 101% for everything he does. He always find a way to get things done - and done well!

Other than being a good agent to his clients, he was an amazing colleague. He was there throughout my ups & downs and never fail to encourage me to do better. He is truly an inspiration to many, his determination and efficiency are impeccable.

As a fellow agent, I highly recommend Wilson to be your financial consultant, you will definitely be in good and safe hands.


Regards,
Amanda (Financial Consultant)

APPROACHABLE AND PATIENT FINANCIAL CONSULTANT

Hi Everyone,

Wilson Tan is more than a brother to me. From young, he already strives super hard for the entire household. He is also helping by taking on more responsibility to manage our parents’ healthcare policies. He is my main financial consultant across all my different policies. He is approachable and patient when you need help. He is trustworthy and able to handle your policy with care and love.



Regards,
Nigel (Card Dealer)

TRUSTWORTHY AND RESPONSIBLE FINANCIAL CONSULTANT

Hi Everyone ,

I have known Wilson since he was a baby as he is my dear nephew. From young, he was a very quiet boy and I am glad that he grew up to become a well mannered, responsible and trustworthy person. That is the reason I trusted him to help me manage my policies with Prudential as Wilson could provide his best knowledge and advice. He also offered to review my insurance plans and provide the necessary advices.

Regards,
Cherlyn in the middle (Auditor)

WHEN A TWINS MET A RESPONSIBLE FINANCIAL CONSULTANT

Hi Everyone ,

Wilson is very professional in his work and had provided much valuable advice according to my situation. He’s a responsible financial consultant who truly cares for each and every one of his customer, and will go the extra mile to make a difference in people’s lives. I highly recommend him if you need someone to plan your insurance needs.
-Adeline (middle)

Glad that I had met Wilson as my financial consultant when I needed advice on all the plans available. He evaluated my needs and recommended the best plans for me, which I truly appreciate. If there is anyone who need to find a financial consultant to plan for his/her future, I will recommend him.
-Eileen (right)

Regards,
Adeline (Human Resource) & Eileen (Accountant)

RESPONSIBLE AND PATIENT FINANCIAL CONSULTANT

Hi Everyone,

I met Wilson when we were working in the same force last time. He's responsible, dedicated, someone who I can trust. Unlike other pushy financial consultants, he is patient and willing to explain clearly to address every doubt that you may have. Highly recommended

Regards,
Xin Han (Civil Servant)

FRIENDLY FINANCIAL CONSULTANT

Hi Everyone,

I was referred to Wilson, who is one of my friends. He contacted me to check on my insurance policy, thereafter giving good recommendations to me based on what I should have. He was nice and very concise in his explanation, managing to address most of the questions and needs that I'm looking for. I would definitely recommend him to those who are looking for a financial consultant.

Regards,
Hong Xiang (Civil Servant)

PROFESSIONAL AND TRUSTWORTHY FINANCIAL CONSULTANT

Hi Everyone,

I have known Wilson before he became a financial consultant. He always put in extra effort to make sure that everything was explained clearly and address my questions on the policy. He is very professional and forthcoming in his advice and has good product knowledge. I like the fact that he doesn’t pretend to have all the answers at any time, but he will always get back to me when he figure out the answer. I would recommend him for those who are reviewing their coverage needs.

Regards,
Zhi Wee (Civil Servant)

MY TRUSTED FINANCIAL CONSULTANT

Hi Everyone,

I knew Wilson during my ITE days. And I will never expect the friendship to have blossomed over the years. It was at one night during a gathering where Wilson informed us that he had joined as a financial consultant. I never like hassle nor worry about my insurance. Hence, Wilson has been doing an excellent job in helping me to keep track of all the policies which I have purchased with him. Unlike many financial consultants that I have met, Wilson was never pushy nor forceful. He would give his best advice and help you to make sure that your pocket doesn't hurt in the process. Please do contact him to get yourself covered. ☺️

Regards,
Joreen (Accountant)

谢谢儿子

Hi 大家,

我要感谢我的儿子,帮一家人管理保险。不然我都不知道我买什么保险和什么作用。他是一个做事认真、很有交代的人。如果有需要可以介绍给你们。



祝愿安康,
福来 (司机)

FRIENDLY AND PROFESSIONAL FINANCIAL CONSULTANT

Hi Everyone,

The first person that came to my mind when I need to buy insurance. Besides, he will follow up on every single thing in detail to make u fully trust him. I will highly recommend him to help in planning your financial issues. Very friendly and professional.


Regards,
Van (Electrician)

THE HONEST AND SINCERITY FINANCIAL CONSULTANT

Hi Everyone,

I met Wilson in the Navy and knew of his honest and sincere character. I was impressed with his service from day one after he made the daring career switch. He was very clear, precise, and professional in his dealings. He ensured that my insurance is well covered. No matter how busy he was, he always put me in the priority; making time to meet me face-to-face or zoom calls for any updates on the policy. Thank you, Wilson.

Regards,
Jing Kang (Navy Regular)

MORE THAN A FINANCIAL CONSULTANT

Hi Everyone,

I have known Wilson for half a decade. And I know Wilson is someone that can be trusted. While we were working together in the Navy, he will always go the extra mile to get things right.

As a navy regular myself, I personally started to understand the importance of being insured as I grew older. When I thought of getting insurance, the first person that came to my mind is Wilson, so I decided to contact him and let him evaluate my insurances to lessen my worries. Wilson has helped me a great deal. He took the time to explain to me which policies suit me. He is professional and has good product knowledge. He has been most patient as he explains everything very thoroughly. I’m so glad that I choose Wilson as my financial consultant. I would happily recommend him to anyone wishing to take insurance and financial advice.

Regards,
Alvin (Civil Servant)

PROFESSION AND RELIABLE FINANCIAL CONSULTANT

Hi Everyone,

Wilson is not just a colleague, but a friend when he was still serving in the navy on board the same vessel as me. As a financial consultant now, he shows professionalism and versatility in his work, as he is easily able to clear my doubts through his explanation.

The part that makes me trust him the most is that he puts in the effort to always update me about any changes to my policy.

He is also willing to accommodate to my schedule, and stays committed to convey these changes or latest news to me in a timely manner (i.e. using both face to face and zoom calls). This clearly shows how reliable and flexible he is as a financial consultant to me.

Regards,
Jia Le (Civil Servant)

CARING AND TRUSTED FINANCIAL CONSULTANT

Hi Everyone,

Wilson comes across as a caring and genuine person. He always seeks to understand my current situation first before selling a product.

He will explain clearly the reason why he chooses the product for me. Then he will explain the policies clearly and patiently. He also encourages me to ask him any questions that I may have about the policies. Through such simple gestures, I could feel that he genuinely cares about me and that enables me to place my trust in him.


Regards,
Vanzent (Software Engineer)


DISCLAIMER

Approval Code: 715/12Jul22