なにをやっているのか
Within just 4 years, from only 48 manpower strength, Vision Advisory Management has expanded to service a team of more than 130 and still counting. Our Founder Mr Tony Cheng and his core Senior Leaders Team have an accumulative of more than 130 years’ experience and expertise in financial planning, has successfully serviced highly affluent clients who have benefiting a great deal from our wealth of experience and top-notch service.
At Vision Advisory Management, our work ethics which sets the direction for all our employees to function at their peak, promotes a strong family culture, where we fervently believe that every staff, top-down should not work individually, but in the inter-dependent phase as a team.
Our success is derived from our leaders who have painstakingly designed a winning formula through on-going training and mentor-ship that have helped our financial services consultant to earn the trust and confidence of their wide network of clients.
なぜやるのか
Vision Advisory Management provides a holistic platform for our professional partners and merchants to provide a wide range of financial lifestyle service needs. At Vision Advisory Management, our work ethics sets the direction for all our employees to function at their peak, promotes a strong family culture, and we fervently believe that every staff, top-down should not work individually, but in the inter-dependent phase as a team.
どうやっているのか
Wealth Accumulation
We provide our clients with different options and opportunity to invest and grow their money through implementing proven disciplined methodologies that could provide a lifetime of financial freedom.
Wealth Protection
Through the provision of wealth protection services, our financial service consultants will be able to provide our clients with a sense of financial security that give our clients the advantage of negotiating any situation life throws at them.
Wealth Distribution
Wealth Distribution is an essential aspect of every individual's life. Through this, individuals can be ensured that they will be well taken cared for in their golden years during retirement.
Wealth Management
We believe that people should let their money work for them. With wealth management, it provides individuals with the ability to beat the effects of inflation and allow their savings to grow.
Corporate Insurance Solutions
We protect businesses from losses due to events that may occur during the normal course of business. There are different types of corporate insurance including coverage for Workmen Compensation, Public Liability, All Risks and Employee-Related benefits.
