Professionalism and integrity have earned for VENHOUSE FINANCIAL PLANNING LTD an enviable slice of the discerning Hong Kong market. C.E.O. SAMUEL LEUNG shares the firm’s success secrets.
At the heart of the insurance industry sits the fulfillment of the human need, says Samuel Leung, C.E.O of Venhouse Financial Planning Ltd, speaking of the growing importance of quality insurance services in the territory.
To provide professional, neutral and objective insurance-related service to clients, Samuel secured professional qualifications in Hong Kong and abroad, and established Venhouse Financial Planning Ltd. as an independent insurance consultant.
“We see immense prospects for the growth of the industry in Hong Kong, considering China’s insurance industry has yet to open up so with increasing influx of mainlanders here, the demand for Hong Kong insurance products and services is sure to rise.”
“To this end we have not only developed local business, but also set up a specific department for PRC clients to provide professional services, advices, analysis and financial solution, we will execute, monitor and evaluate the relevant solution.”
Samuel says, Venhouse has 30 years’ experience on independent financial planning, providing neutral and professional insurance and financial planning, including: Wealth Creation, Wealth Accumulation, Wealth Protection and Wealth Transfer.
One-Stop-Shop
“We also provide life insurance, general insurance, investment funds and MPF to our clients. Apart from spending large amount of resources on local market, we also set up a specific department for providing financial planning to PRC clients. We also set up a “Web Information System” to facilitate the business, including: Financial Checking System, VenPortfolio System, Messaging System, and the Agent Information System. We use our whole suite of services to beat back the competitors as well as our web information platform to ensure our customers get the best solutions, cost competitively.”
Professionalism First!
About recent regulation, Samuel stays upbeat saying that regulation is necessary to protect customer’s interest and that Venhouse is rising to the challenge of serving its markets regardless.
“Pursue Professionalism, Ensure Integrity” is the mission we firmly hold in providing financial planning services to our clients. Professionalism is the cornerstone for the operation of a company; Integrity is the base of creation and maintenance of the mutual trust. The foundation of professionalism and integrity should not be swayed by any change in the economic environment and market,” Samuel says.
5-Elements Approach
There are five elements for us to be successful — Focus, Determination, Perseverance, Innovation and Sincerity. We FOCUS on financial planning development so that all resources and energy will be put on business development. We are DETERMINED to open the market no matter how hard it is. We will continue to face the market challenge with PERSEVERANCE. We provide professional service and advice to our clients SINCERELY. And we will keep our mind fresh and overcome all challenges by INNOVATIVE solutions,” stresses Samuel. He adds: “We are honoured by this distinct recognition as the Most Valuable Services Awards in Hong Kong is a fitting tribute to our hard work and devotion to our customers.”
For additional information please visit www.venhouse.com
Hong Kong’s Business Leaders share market and interest intelligence in the pages of HKMVC 2017
