What amazes me is my clients who some of them over the years through serving them wholeheartedly and sincerely have become friends and some even close friends; I am truly grateful for their friendship, trust and continued support.
I have been fortunate to have entered this line 18 years ago.
It is precisely as my clients grow in stature, wealth and family; their lifestyle changed and their commitment and needs have also expanded and could sometime become a little complex. It was during this moment of trying to help my clients; I was introduced to Mr. Tony Cheng. His leadership and his unique vision for VA was inspiring then and is still now. Till today I am still impressed by Vision Advisory’s multifaceted platforms. These platforms offer multi-pronged solutions that meet my clients’ ever evolving and growing needs and complexity; all under one roof; so productively efficient and effective. This further powered by VA proprietary FinStyle APP.
Precisely, this aspect of uniqueness impressed my clients immensely and they told me they just loved it. It is truly win-win-win. As an example, now my client are able to view their insurance & investment portfolio at their fingertips, 24/7. Additionally, they also enjoy privileged deals offered by our partner merchants, as well as invitation to our special events. I too am encouraged by their feedback and hence shall in turn continue to encourage my client to download FinStyle App.
Having the support from my clients; and simultaneously backed by VA’s excellent financial infrastructure along with Tony’s & Sarah’s leadership; I aim to grow from strength to strength with my clients and VA for as many years as possible; and by God’s grace, much greater height can be scaled and achieved.