JOE CHUA

Thank you for entrusting your financial planning needs to me and I will continue to commit my very best effort to refine your financial goals according to your life plan.

ABOUT ME

My journey as a Financial Services Consultant began when when I first joined AXA in 1998. After working with them for about 8 years, I moved to Manulife in 2006 and continued my path there till now. My journey as a Financial Services Consultant began when when I first joined AXA in 1998. After working with them for about 8 years, I moved to Manulife in 2006 and continued my path there till now.

To me, the key factors to building a life-long career in this industry are :

1) The need to cultivate individual communication skills 
2) A heart and passion to service others

I think the most rewarding part of this career is when I see my clients family financial plans well taken of. In 2015, Vision Advisory evolved into a FA model and became the 1st FA firm that was backed by an insurer, Manulife.  In 2017 and 2018, the decision to focus on retirement planning resulted in a great breakthrough for me. While my rewards were two consecutive years of MDRT Qualifications, my work also shows the needs for retirement planning are very much a big concern in our growing and ageing population. 

This is my 21st year in this industry. All these years would not have been easy without the great supports from VA, Manulife, our insurer partners, my clients, friends and those who I came to connect with. And especially the support from my Wife and my family members. Great thank you to all!

AWARDS & ACHIEVEMENTS

Million Dollar Round Table 2018

Titans Club 2 Star Qualification