WILSON PHANG

Senior Financial Services Consultant
GEN GROUP
RNF No. PCH300095543

EDUCATION AND QUALIFICATION:

AFP (MDRT Member)

SCHEDULE APPOINTMENT WITH ME:

https://www.gen.com.sg/
July 2018
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SOMETHING ABOUT ME…

I entered the Financial Services Industry in year 2012, taking a big leap from the Biological Sciences Studies. Investment has always been an interesting topic to me, learning how to leverage or even speculate the market.

However, my course of studies has taught me to be logical, taking things step by step, and making me want to understand the fundamentals of financial planning. After all, life planning is all about balancing risks.

Ever knowledge hungry, I enjoy transferring what I have learnt to people whom I am concern with, managing two things certain to happen in our life, Healthcare Needs and Retirement Needs. After all, we can dodge the responsibility, we can never dodge the consequences.

I SPECIALIZE IN…

Redefining retirement planning and risk management planning. Between now till retirement, there will be many life goals you have in mind and you would want to accomplish.

Where are you most financially vulnerable? What happens if you do not make it to retirement due to illness, disability or premature death?

My job is to ensure that both you and your family has the financial security and fulfil as many goals as possible.

WHAT I LIKE MOST ABOUT BEING A FINANCIAL PLANNER IS…

As a biological science student, I have always been thinking about creating new drugs in hope to cure illnesses. However, in the event of invention of a new drug, are the patients able to afford it? That is the question in me. What I like most in being a financial planner is not just about helping my clients by giving them financial advice but planning what we need financially in accordance to what might happen in the time to come.

We were not prepared for what happened next. We had no idea of how we had touched, impacted, and helped clients and families.

IF I CAN ONLY GIVE ONE PIECE OF FINANCIAL ADVISE, IT IS

There are two pains in life. The pain of discipline or the pain of regret. Which will you choose? If boring gets you to where you need to be in future, stay discipline instead of feeling regret.

MY MOST TREASURED MEMORY AT WORK

The feeling is always wonderful when clients thank you for helping them building their wealth through savings and investments. But they will never be as exceptional as families holding on to the cheque you passed them, with tears on their face.

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GEN BUILDING TRANSFERABLE WEALTH GUIDE:

If you would like to find out more about our Financial Planning Philosophy, we would gladly provide you with a copy of our Building Transferable Wealth Guide. Fill up the form and we will get back to you shortly.

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