Guiding Principles and Tips on Taking Charge of Finances in Our Lives

Wilson Yick

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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.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

Freedom from the money culture | Lynne Twist | TEDxBerkeley

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Proudly Brought to You 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 Yick

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Testimonials and Referral Notes

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Rachel- F & B owner

I want you to know how much I appreciate the excellent service you provided on when I took one of my best clients to lunch. Your attention to detail, great communication skills, and ready smile made the experience even better than I expected. I won't hesitate to refer clients for your views. 잘 했어요!

HAIKAL- Financial Analyst

Wilson made sorting out my MediShield and CareShield efficient and fuss-free; we sorted it out in about an hour. He answered all the 15 or so questions on the various policies with sufficient detail that I had sent over before we met. Much appreciated Wilson and all the best."

Alicia Choo - Bank Executive

I am so thankful to have you as an adviser. The financial planning process was much shorter than I expected. I am happy to finally have someone to help me understand my policies . I appreciate the time and effort you spent on it to walk thru everything step by step. I look forward to working with you again in the future.

CHERYL - F&B OWNER

Wilson is efficient and professional! he makes the process of getting the policy completed with a breeze. He is warm and listens to his clients' needs patiently; answer most of my questions in the simplest way that I can understand within minutes. The whole experience is absolutely fuss-free!

ROSALIND SHUN - Retiree

Wilson's amicable & caring personality makes him the ideal agent to handle my insurance needs. He explains very clearly & patiently & makes appropriate recommendations suitable to my needs. He constantly keeps in touch to ensure all is well appreciate his thoughtfulness. A reaponsible & competent young man.

Nicky - CLIENT SERVICE ADVISOR

I am writing to thank you for the prompt and courteous service rendered. Wilson did his homework well and was able to determine my financial needs, produced a fair written estimate very quickly and was more aware of my concerns and needs than any of my previous advisors. Such professionalism is rare nowadays. I appreciate the time he took to study my concerns in advance so his comments were immediately applicable. You can be certain that I shall ask for him personally to serve my future needs.