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.
Having achieved my MDRTs in VA Group with VA Astute Partners have been a eventful journey. Been in this industry coming 8 years, I am proud to be with a FA firm that is constantly developing its resources to bring forth the best financial advisory experience.
On top of Manulife FA’s structure that allows us to represent different insurers and investment platforms, the various support and training platforms that Vision Advisory Management has been developing for its advisers and clients have proven effective in providing a better holistic financial planning experience not just for the individual clients, but also the business owners.
Vision Advisory Management has ventured into what we call, a Financial Lifestyle space; a model developed for our clients. There are collaborations and partnerships with merchants and services providers to enhance the financial planning experience for our individuals clients and SMEs business owners. Some of the services are legal services from our partner law firms, tax auditing and accountancy services for our business owners clients, mortgage refinancing services and lifestyle events, just to name a few. VA even developed an App for our clients, it is so cool.
I strongly believe that besides competency and culture, good services and experiences are factors that sustain a growing business model and enhance the development of FSCs for their clients.
Would like to express my thanks to Tony, our Cluster Head who shared and realise the vision of VA – and I am glad to be part of the growth journey, as well as a very supportive administration team that has been very dedicated in support the FSCs! Also thanks to Kelvin, the head of VA Astute Partners and my teammates and colleagues that I can reach out to anytime for help and guidance.
I am blessed to be in a beautiful career that allows me to touch lives with the work that I do. I am too thankful for my family, friends and especially clients, for their trust, love, encouragement, support and friendship all these while. I thank God for allowing me to cross paths with these good people.
Looking forward to witness and achieve many more milestone with my clients and VA!