JOEY TAN

Big thanks to all my faithful and supportive clients, entrusting me as your Financial advisor and your continuous support all these years! I will continue to commit my very best effort to refine your financial goals according to your life plan.

ABOUT ME

In the beginning, I switched from a part time to a full time Financial Advisory position after joining the field for merely 6 months and it was easily the best decision I’ve made in my life. For 15 years now, I fully enjoy the flexibility of time in this job, in which I get to schedule my time and make sure I achieve a balanced lifestyle.  

I reap every effort that I put into this career, in other words I’m basically the boss of the business. Throughout the years, I have been working hard on building my relationships with my clients and staying committed, bearing results beyond expectations. Business always gets easier when I obtain referrals from my clients, whom trusted my professionalism over the years. Having a good support system is an important factor in this career.

Everyone loves to join a team that is dynamic, visionary and fun loving. And Vision Advisory has it ALL! I would like to share my humble advice to whoever who wants to join this rewarding career, which is to get to know yourself and find out what values you can bring to your clients and what makes you stand out among the others.

I aim to achieve my Lifetime MDRT qualification within these 2 years, as quoted from my favorite saying, “Success is about creating benefit for all and enjoying the process. If you focus on this & adopt this definition, success is yours.”  

Contact me NOW to kickstart your entrepreneurship journey and learn how you can be in charge!

AWARDS & ACHIEVEMENTS

1st Runner-Up Producer (Unit Trust Revenue Credit)

Titans Club 4 Star Qualification

Million Dollar Round Table 2018