2009 - 2013
Our founder Mr Daniel Cheng was promoted to Group Agency Manager by our Principal, Great Eastern Life Assurance (M) Berhad ("GELA"). We founded the team comprises of 10 members initially. Gradually our team members grow to more than 100 members. Our team were awarded by GELA the 100+ Agency and also Most Admired Agency nationwide for several years. Our founder, Mr Daniel Cheng was a member of Million Dollar Round Table for a consecutive of 4 years.
2014 - 2018
Over the years, we understand that financial planning is not solely buying an financial products, but to making a right financial decision with the advice from our team members professionally. We inherited the financial knowledge to our members with the invention of our 100 Days Kick Programme moderated by our well experienced members. We are always ensuring that our new members are fully equipped with professional financial planning knowledge in assisting our valued prospect achieving financial independent. Our core value is to usher our team members to fulfil their life dream as well as enforce work like balance, thus numerous training or self-development programme are in the pipelines.
Today
Visionary we want to be one of the leading financial advisory firm to grow together with our clients towards their financial success. As such, we will strive for higher achievement under the guidance of our vision and mission statement for the benefits of our team members and clients.