Why and how did you get into financial industry?
Ever since I graduated from Polytechnic, I aspired to be an entrepreneur. After assessing my option at age 21, I took my first step. I decided to take the insurance path back in January 1992 and never looked back. Since then, I am constantly motivated by my clients’ appreciation for my financial advice and personalized solutions.
Over the years, the financial industry has evolved along with more stringent regulations to enhance the professionalism of the financial planning career; I, too, evolved by continuing my professional education through the Financial Planning Association of Singapore (FPAS) in the financial planning industry to achieve the highest professional qualification, Certified Financial Planners (CFP) qualification in Y2005.
After years of agency building, I have a group of more than 110 Financial Planners and Agency Leaders under the brand name of Vision Advisory Group providing financial advice and holistic range of financial solutions to cater to the needs and wants of our clients for wealth protection, accumulation, management and distribution at different stages of life.
What is Lifestyle Financial Planning and why it is better to build a financial plan around the lifestyle that you desire?
Lifestyle Financial Planning is about creating, building, managing one’s wealth over time, and most importantly, the wealth must be able to sustain the desired lifestyle of one’s choice, for as long as they live by passing on the same lifestyle to their future generations. My objective is to partner with Wellness & Lifestyle providers for value-added service to our clients and to support our valued client’s lifestyle desires with privileges. These profile of the clients are generally the mass affluent, high net-worth (HNW) or even the Ultra HNW as they will generally qualify as a target group in lifestyle financial planning.
How can you help your clients and what makes Vision Advisory qualified?
Most of our financial planners have been successful in the industry for many years and attained their professional qualification to serve the targeted individuals for their lifestyle financial planning. Our financial planners constantly progress in their career through our in-house conducive training and further education so as to ensure their knowledge and skill competency is ahead of the market changes to cater to the changing needs of different individuals.