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Wilsen zhuo

In Touch

A Monthly Curated Newsletter

As Lunar New Year celebrations unfold and we gather with friends and family, let us remember that prosperity is not just about wealth and abundance but also about the wisdom shared and traditions passed down through generations. Amid the laughter, meals, and festivities—and the inherent hope and symbolism they carry—be kind and mindful to yourself and others, ensuring that the deeper meaning of heritage, connection, and togetherness endures beyond the moment.

The Art of Red Packets: A Parent’s Guide to Financial Wisdom During Lunar New Year

This article highlights how parents can use the tradition of red packets to teach children financial literacy, focusing on saving, spending, and sharing wisely.

 
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5 Ways To Deal With Chinese New Year Leftovers

This article offers creative ways to repurpose Chinese New Year leftovers into new dishes. It suggests making bak kwa sandwiches, creating cookie crumbles for desserts, turning mandarin oranges into marmalade, converting pineapple tart fillings into jam, and using leftover meats and bones to make flavorful stocks.

 
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8 Ways to Spring Clean Your Finances This Year

 
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Testimonials and Referral Notes

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Purna

My name is Purnachandra. Recently my family back into Singapore during covid situations. After they reach here I understood based on current situation that, health insurance is very important for foreigners. I started looking for reaching out to different people but not much response. I and Wilsen known each other quite long time and I just explained him about the situation. Wilsen was immediately shared available plan to buy insurance from prudential and he applied me to apply on the same day with in 4 hrs and happiest thing is insurance got approved Just within 2 days which is highly appreciated!! Wilsen is so helpful and always client focused person and he also shows interest to resolve customer s pain problems Thank you 🙏 very much Wilsen for your great help in tough times Thanks.

Ankit

I got introduced to Wilsen by one of my friend while looking for endowment plan for tax saving purposes. Wilsen is not just a financial advisor, he is also a good friend. He listens to our needs and advice on relevant insurance products. He is not into sales gimmicks and doesn’t pushes to buy products from him. Rather, he provides the client enough time to explore more and take an informed decision. Being an expat in Singapore, I find Wilson to be quite helpful in guiding for local day in day out queries/Errands whenever approached. For any insurance needs, Wilsen is a go to person for me. I strongly recommend him for Insurance products.

Mangesh

Dear Friends, I am knowing Wilsen since Oct 2019, we met quite many times during this short period and forged relationships beyond his profession. When it comes to the topic of discussion related to Insurance, I recommend his name, and so to you because, truly he is amiable, truthful, caring, knowledgeable and is easily contactable too.  Although I did not engage him for any insurance all these days until now recently, he did not stop contacting me periodically. It shows that, firstly, he is not pushy at all, and secondly, he is passionate to help people in the real sense. All these qualities of him will certainly make anyone feel comfortable, therefore I strongly recommend Wilsen as the first choice of Financial Consultant

Jia Ching

Wilsen recently took over my old policies, as my agent had leave the industry. After chatting with him. I can say he is totally different from other agent out there. First he is not pushy, secondly he make sure he understands what is your needs & priority first before giving further advice. He will make sure he slove your current problem before anything else. After all he is really friendly! I'm highly recommend him to people around me to had a discussion with him on financial planning. Dont worry you won't regret after meeting with him. I must highlight that having a resourceful & knowledgeable agent to can really make a difference. I hope all my friends can available yourself to get to know him too. Highly recommended!!

Soon Lee ( Interior Designer )

Hi Wilsen, Thank you for being so understanding and patient, despite knowing my personal financial difficulties. Advicing me with an affordable rate that can help me with my saving plans. I'm greatful that you will always follow up/ update me on new plans, which able to cater my needs. Site note, I knew him for almost 15 years, definitely trustable and good service. Truly appreciate your help, thanks a bunch, cheers!

Shi Jie (Starhub Network Support)

I've known Wei Xiong for 14 years. A trusted buddy and a brother to me. He is knowledgeable with his recommendation and willing to guide you through to have a better understanding of the plan. Easy to communicate, resourceful, sincere and will always try his best to accommodate your requirement and provide you the best plan. Sometimes, he will call me out for a meal or drink, we will update each other on what both of us are doing recently. He will not force any plans and will give you the time to think and decide. A trusted friend indeed. Highly recommended!