
Since his father’s passing during his PSLE year, Jordan has strived to constantly improve himself.
He became one of the top students at Nanyang Polytechnic and NUS Business School and took on leadership roles throughout his school years.
His foray into investing led him to become a financial consultant during his university days and choose Vision Advisory for its stellar leadership team and solid support.
One time when Jordan was in primary school, he and his friend skidded into the school pond. Parents were called. Reprimands were made. This was the kind of thing Jordan did as a kid, along with slipping away to the nearby shopping mall to skip class.
His studies were not high on his priority list. Until his PSLE year when everything changed.
Jordan’s father… passed away. In an accident. It was sudden. The accident weighed on Jordan’s mind, even spurring him to join St John’s Brigade to learn first aid in case another accident happened.
Jordan’s father always wanted him to do well in school. So after he passed on, Jordan — in his 12-year-old wisdom — decided to turn over a new leaf. He started taking his studies more seriously in secondary school. As a student in the Normal (Academic) stream, his results improved by leaps and bounds. He eventually worked his way into the Director’s List and Dean’s List at Nanyang Polytechnic and NUS Business School respectively.
He also held leadership roles like the student council in secondary school. During university days, he was involved in 3 clubs, 1 volunteer group, and also the president of the Social Entrepreneurship Club.
Jordan has always been interested in entrepreneurship and commerce. His stepfather and uncle gave him his first taste of business when he was a kid. Even during his NS days, Jordan continued to educate himself on investments and portfolio construction, immersing himself in forex, stocks, REITs, and real estate.
While still a student at university, Jordan became a financial consultant to explore his career options. He chose Vision Advisory for two reasons.
Firstly, it has strong leadership. Jordan aspires to develop his own leadership skills, so he recognises the importance of capable mentors. Tony, the CEO of Vision Advisory believes in open communication and sharing from veteran advisors, which is the cornerstone of effective leadership.
Secondly, V-Pulse, an eight-platform support system is the leg-up Jordan needs to achieve success as a financial consultant. The Education & Training platform, especially, equips him with the knowledge to serve his clients well and gain their trust.
Juggling his studies and financial advisory career had its challenges. “1am already still submit cases ah??” came one remark by a colleague. But it had to be done.
Jordan has already established his own processes, in which he has trained the advisors he is mentoring. The method has started to bear fruit in converting leads. And Vision Advisory has facilitated that growth.