JACQUELINE LOW 

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

Its wasn’t a easy decision to transition from a self-employed business owner into this financial planning industry. But with a leap of faith and encouragement from my manager, I haven’t looked back. My friends and family whom initially I thought might be skeptical to my joining of this industry were in fact encouraging . Some of them have even support me
by taking up protection/investment plans which they could easily have done so with anyone else. Their trust in me has bolster my confidence to continue in this line of work.

 

Vision Advisory has been a great support in my journey as a Financial Consultant. It was a combination of the support from my mentors, colleagues, the client app (Finstyle) that was developed with various tie ups to benefit our clients further that really help in my growth in this industry. We are lucky that in VA group, our management always tries to initiate new ways and launch new platforms for us to gain clientele. We certainly have an advantage especially now with Finstyle app, client can now easily access to their portfolio summary and even enjoy discounts with merchants we have tied up with .  I must thank Vision Advisory support platforms without which, I would not have attained MDRT.

Download FinStyle app to connect with us today!

 

 

AWARDS & ACHIEVEMENTS

TITANS CLUB 2 STAR QUALIFICATION

Million Dollar Round Table 2019