LIROS CAPITAL ADVISORY GROUP
Senior Wealth Management Associate
My wife and I have known Vincent for many years, dating back to when we were in Junior College. Over the years, as we grew up and went into our careers, I saw Vincent developing his acute sense for insurance.
Always the believer in protection first, he convinced my wife and I to prioritise our finances in that manner, and for our kids that came along as well. He has helped steered us on financial products as well as insurance advice, while always being open to receiving information that we have from other competitors. As such, he had shown honesty and transparency to a high degree that we have now come to expect from any other advisers who approach us. His understanding of the products and competition is outstanding, but that is not what keeps us motivated to continue on having him as our insurance go-to-guy. It’s his friendliness and easy going attitude with no hard push sales, coupled with a simple yet patient way of explaining things that matter most to us.
I guess that is why Vincent is easily likeable and it gives me little reason to not introduce my friends and family to him as their insurance adviser. I’ve come across too many advisers in my time to realise the importance of relationships when it comes to insurance claims and to have someone whom you can trust and not someone who just wants to close a sale.
One recent example was the claims procedure when my daughter had to undergo emergency surgery on her finger that was caught between the door. Vincent explained the steps for admission right down to informing me when the claims were processed and when it was paid out. He also helped to repeat some of the steps to me as I was under a lot of stress and could not fully understand. As such, I have learnt that one cannot underestimate the value of entrusting the right guy to help you when things go south. I foresee Vincent being my adviser for my family and I for many years to come.
“… He had shown honesty and transparency to a high degree that we have now come to expect from any other advisers who approach us.”
“He has helped steered us on financial products as well as insurance advice, while always being open to receiving information that we have from other competitors.”
I came to know Vincent through my sister who is a long-time friend, turned client of Vincent.
Vincent was able to anticipate my needs, and provides good recommendations and options without being too pushy. He has helped in the areas of insurance, investment and savings for my wife and myself.
We are assured that our retirement needs will be taken care of. We also know that if there are any gaps, Vincent will highlight them to us. He is not just an adviser, but also a friend.
He is professional, patient and proud of his calling and purpose.
“Vincent is one who is true to his words, of highest integrity and strongly dedicated.”
It has been my great fortune to have Vincent Wong Wei Cheng as my adviser. I was introduced to Vincent by my previous IPP adviser, slightly over 2 years ago. In this duration of time that I have known Vincent, I have found him to be very practical in the advice that he gives, knowledgeable on the advice of financial products that he is recommending and able to answer the many questions that I may have or justify the relevant advice he is giving. He also gives sound advice on the financial front that is relevant to my investment portfolio, strategy and needs/plans.
Working with Vincent and with his solid financial advice and knowledge, I am experiencing a steady growth in my portfolio. I feel that I get trusted advice from him, which brings me a peace of mind in my financial planning. I truly appreciate that peace of mind and I’m glad to have Vincent as my adviser.
Vincent is one who is true to his words, of highest integrity and strongly dedicated. I would without any reservations recommend Vincent as an adviser to anyone else.
I first met Vincent in 2011 through his then-colleague who was leaving the company and handed over his clientele to Vincent.
In the last 8 years, I have consulted only Vincent for his advice as my preferred adviser. He is dependable, responsive, responsible, trustworthy and credible – traits of a trusted adviser whom I can rely on for objective advice.
Over the years, he has helped me and my family with insurance planning. I have on several occasions referred him to my friends, who have all returned with similarly good feedback of his professionalism.
It is important for me and today’s generally more well-informed financial services clients to feel empowered and be able to make good, calculated decisions that would suit our current needs best whilst not compromising on future interests. Vincent has been able to deliver such advice without one feeling like he/she had just spoken to a salesman who was selling a product. To top it off, Vincent makes his clients feel helped into making decisions that can only be in their best interest.
“He is dependable, responsive, trustworthy, and credible – traits of a trusted adviser whom I can rely on for objective advice.”
I got to know Vincent through the company’s business with his parents many years ago. We originally had our own insurance adviser, but since we knew that Vincent is also in this line, so we thought we gave him a try.
I was surprised to have such a great working experience with Vincent. He is always patient to explain the policy in great detail to me. He is also very knowledgeable in his field, reacts promptly each time, and is a responsible person too. We then purchased all our company’s insurance, such as travel insurance for our employees, workmen compensation insurance and insurance for S pass holders, through Vincent.
Two years ago, I had a project engineer who was commissioning a plant in Solomon Islands and was diagnosed with dengue fever. Vincent answered my call over the weekend and put us at ease that day. Subsequently, he assisted us with the necessary claims after my engineer returned to Singapore. He is very professional.
Due to the wonderful working experience with Vincent in business, I then changed my personal insurance adviser to Vincent. I have bought all my personal insurances such as, property insurances, personal accident insurance and early cancer insurance, and have received great service from him.
I would also consult Vincent whenever I needed to get project insurance for our projects in foreign countries. He is a very trustworthy person with professional expertise.
It has been my pleasure to work with Vincent as he always has our best interest in mind. He is a knowledgeable, trustworthy and responsible person who is willing to take the initiative to do his best to assist us in various areas of insurance. Thank you for taking care of us on our insurance.
I have known Vincent since we were in Secondary School and always known him to be a reliable and trustworthy friend. So when he approached me as an adviser, it was an easy decision as I knew I would be in good hands.
Vincent was very thorough in understanding my financial planning needs and goals, before analysing and recommending products and instruments specifically tailored for me. Over the years, as I had to adjust my financial commitments, he was very helpful in making the necessary changes. He is certainly not the ‘hard-sell’ type, and you always know that he is thinking in the best interest of the client.
Truly a trusted adviser, I am not surprised Vincent has achieved tremendous success whilst maintaining integrity, expertise, professionalism with humility and sincerity.
Vincent Wong has been my adviser since 2010 and he has been doing an exemplary job of helping me build up my financial reserves. He is patient and understanding with my needs and is highly responsive whenever I required his advice. He always makes time for me, even at odd hours, just to suit my busy schedule.
He is never pushy and has educated me vastly on how to be an intelligent investor over the years. Vincent has been pro-active in providing multiple solutions to the financial questions I have, broadening my understanding of the different methods of investment. This has also developed my personal discipline in managing my finances.
He is an excellent listener and never brings any personal bias to the table, only objective and useful advice. He is ethical, honest and straightforward, never holding back on giving me balanced feedback. I recently invested in the Eagle Eye plan after multiple rounds of discussions with him and I’m already reaping strong returns.
I have nothing but praise for Vincent’s professionalism and expertise as an adviser. I will recommend him without hesitation to anyone looking to become better at financial literacy and growing their investments.
“He is patient and understanding with my needs and is highly responsive whenever I required his advice.”
I have known Vincent since the early 2000s when we were serving In-Camp Training (ICT) commitments.
At that time, he was not an adviser yet.
Subsequent regular engagements led to a client-adviser relationship. Vincent has been reliable and dependable, as a person, as a fellow colleague during ICT and also as an adviser. He has helped me with wealth accumulation, savings and investment planning for retirement with regular updates on major development in economies as well as significant events. The corresponding potential impact has helped raise my awareness and acumen.
I appreciate the open communication and sharing, yet well managed in aspects of confidentiality and information sensitivity management. The client-adviser relationship is much based on trust built on years of good friendship.
He is a humble, trustworthy, authentic, knowledgeable and helpful friend and adviser whom I will not hesitate to refer when opportunity arises.
“He has helped me with wealth accumulation, savings and investment planning for retirement with regular updates on major development in economies as well as significant events. The corresponding potential impact has helped raise my awareness and acumen.”