Financial Consultant LENARD WAN

"Do something today that your future self will thank you for.

A little snippet about me, the rest is for you to find out!

Some might be able to relate when hearing people say insurance is a "taboo" topic. However, when unfortunate circumstances occur, I realised the first few things we do is get a hold of our servicing agent.

Having experienced being hospitalised a few times, I understand that one person's medical bills can affect an entire family. So I decided to take a leap of faith to join this industry to provide information, updates and a concrete financial plan for people to protect them not just during the bad but also during the good times.

Thank you for taking the time to read and I hope I get to meet you soon!

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WHAT CLIENTS SAY

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First impression of Lenard was neat and bubbly. We met up after a cold call about a careshield upgrade and has been in touch with me ever since planning my portfolio with me.

He explains things in a very simple manner for me to understand and it makes me feel comfortable. Easy to talk to, ask for advice or just having a chit chat every once in a while, very steady.
 
Nurulain, Marine Superintendent

Was a surprise i received a cold call JUST as I was actually looking to get my family insured for hospitalisation and personal accident.

Came down to my place and was very patient with my questions and my available appointment timings, explained everything efficiently and answered all the questions I have.

One thing is, if he does not have a confirmed answer, he will tell you he cannot confirm it and will get back to you. Good guy, managed to earn my trust, happy to have come across a guy like him.
 
Allan Tesoro, Architect

After starting work, I knew I needed to be insured but i was not clear on what was needed. Was referred to Lenard and he did a great job explaining the basic coverages we should get ourselves and different options to consider.

Did not feel like he was hard selling at all. Normally i am quite a introverted person, but I opened up because I noticed he listened to me more than just explaining policies to me, which I thought was a very good plus point, and addressed all my concerns.
 
Tan Ning Hui, Accountant

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