About Company

WISE VISION ESTATE PLANNING & SERVICES (WVESS) is a sole-proprietorship firm established in September 2008. Its principal activity is to help clients secure their financial future with an integrated financial planning ranging from wealth preservation to wealth accumulation.

Our firm is located at 1st Floor, Lot 5438, Lorong Penyau 7, Jalan Tun Abdul Razak, 93300 Kuching, Sarawak.

Wise Vision is managed by Adrian Chai, who has 15 years of experience in the banking industry. He is involved in Consumer Sales, Credit Administration, Trade Finance, Debts Restructuring and Operational Works. He has been working in Kuala Lumpur, Kuching and Kota Kinabalu during his banking career and attended various courses organized by The Institute of Bankers Malaysia (IBBM), external courses, in house training and etc. As a manager, his role is to identify new businesses and develop and implement marketing activities. In addition, he would like also to establish a strong team of very dedicated people in the next five years. Prior to setting his own proprietorship firm.


About Me (Adrian Chai)

Banking Management
Records of accomplishment in 15 years in the banking industry. Experience in consumer sales, Commercial Loan, Trade Finance, Credit Administration and operational works, strength in customer service, sales & marketing and problem solving.

Personal Profile
Diploma In Accounting
Bachelor of Business Administration (Hons)
Registered Financial Consultant (RFC)
Associate Estate Planning Practitioner (AEPP)
Registered Financial Planner, Registered Financial Planner (Shariah)

Career Overview

  • Assisted in Setting up RHB Bank Bhd (Business Credit Support Services Unit), Kota Kinabalu overseeing business in East Malaysia.
  • Assist in setting up Business Development Unit in Sarawak Forestry.


Recognition
2010 Platinum Awardee by NAMLIFA
2011 Platinum Awardee by NAMLIFA
2012 Platinum Awardee by NAMLIFA
2012 Million Dollar Round Table
2012 International Dragon Award (Bronze) Sydney
2013 International Dragon Award (Bronze) Kuala Lumpur
2016 ELITE awardee by RHB Insurance Bhd
2017 Silver Producer by RHB Insurance Bhd
2017 Committee member of Malaysian Financial Planning Council (Sarawak Chapter)

Other Information


  • Area Covered: Kuching

  • Established Since: Year 2008

  • Company Registration No: 78458

  • Service Available for: General insurance, Life insurance, Medical & Critical illness insurance, Saving & Investment plan, Wills and Trust services

  • Location of Head Quarter: Kuching

  • Payment mode: Cash & Cheque

  • Spoken Language: English, Bahasa Melayu & Mandarin

Our Services

Will Writing
遗嘱撰写

15 years experience

Space Rental
场地租借

4 years experience



Business Model

With the current low interest and high inflation era, financial planning is an essential to us in order to achieve our financial objectives and goals.

Gallery

Operating Hours

Monday - Friday: 9:00AM - 5:00PM

Saturday: 9:00AM - 12:00PM

Sunday & Public Holiday: Closed

ORGANISATION PLAN

Sales will be processed by a four step marketing plan.

FIRST, is to sell through existing clients and natural market.

SECOND, is to generate sales by ongoing road shows and referrals.

THIRD, is advertisement via newspaper, blog and website.

FOURTH, is to conduct cold calling, telemarketing and mail drop.

Mission
To become an integrated one stop financial provider in the region.

Vision
Providing excellent services to our customer and meet their needs and expectation

Core Values
W - Wisdom
I - Integrity
S - Synergy
E - Expectation

Google Maps

Contact Info

Address Lot 5438, Section 64 KTLD,
Lorong Penyau 7, Jln Tun Razak
93300, Kuching, Sarawak

Phone012 808 3211

Emailwisevsion@yahoo.com