Vision Advisory Management

Vision Advisory Management

Financial Services

Making Dreams Come True

About us

Under the dynamic leadership of the visionary Mr. Tony Cheng and his seasoned senior management team, Vision Advisory Management Pte Ltd (VAM), a service platform provider, has risen from its 2015 inception to become an unstoppable force in the financial planning industry. From its modest beginnings with just 48 financial services consultants, VAM has evolved into a powerhouse with over 240 and still growing. With Mr. Tony and his core Senior Management Team boasting an impressive 130+ years of combined experience in financial planning, we have successfully transformed the financial landscape, delivering unmatched services that have revolutionized the financial future of our highly affluent clients. At Vision Advisory Management, we don't just work—we thrive. Our work ethic sets the gold standard, inspiring our employees to operate at peak performance. We foster a tight-knit family culture, where every team member, from top to bottom, works in perfect harmony, achieving greatness together. Our success is the result of meticulous planning, ongoing training, and mentorship provided by our visionary leaders. This formula has not only earned the trust and confidence of our extensive client network but also empowered our financial service consultants to excel beyond their wildest dreams. In Singapore's rapidly aging society, the need for proper financial planning is paramount. Without it, our seniors face dire financial hardships. Vision Advisory Management is here to change that narrative. Careers in financial service consulting are in high demand, and we offer world-class platforms and unwavering support to help our consultants build successful careers. Join our friendly and driven team if you're ready to turn your dreams into a lifetime of rewarding achievements. Contact us for a chat and let us guide you towards that elusive rainbow of success!"

Website
http://visionadvisory.sg/
Industry
Financial Services
Company size
201-500 employees
Headquarters
Singapore
Type
Privately Held
Founded
2015
Specialties
Wealth Accumulation, Wealth Protection, Wealth Management, Wealth Distribution, Corporate Finance, Mortgage Brokers, Wills & Trust Service, Legal, Fitness & Wellness, Medical Concierge, Business Consultancy & Tax Matters, Insurance, Financial Planning, Investment, Legacy Planning, Finance, Financial Advisory, Mortgage Advisory, Lifestyle, Taxation, and Business Consultancy

Locations

Employees at Vision Advisory Management

Updates

  • Health screenings are key in catching early signs of illness, often before symptoms even arise. As we age, our bodies change, and so do our healthcare needs. So, which screenings should you prioritize through the years? This handy guide by Income Singapore is here to help! It’s a simple, age-by-age rundown of the important health screenings that should be on your radar. From your vibrant 20s to your golden 50s and beyond, we've got you covered with a clear checklist. Stay informed, stay proactive, and let's keep you on the path to a healthy life at every stage! https://lnkd.in/fmZWs2e #WeAreVision #HealthScreening #SGHealthyLifestyle #Health

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  • Knowledge is the foundation of success, and we're committed to providing top-notch training and updates to our financial planning partners. This month, we’ve arranged a series of enriching training sessions exclusively for our partners. We extend our heartfelt thanks to First Sentier Investors, China Life Insurance, Fidelity Asset Management, Tokio Marine Insurance, China Taiping Insurance, and BlackRock Investment Management for taking the time to share their expertise with us. Your contributions greatly enhanced the growth and success of the financial consultants! #WeAreVision #Training #MarketUpdates #Knowledge #SGFinancialPlanner #SGFinancialPlanning #InvestmentUpdates #ProductUpdates

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  • Congratulations to our financial planning partner, VA Group, on the momentous occasion of your 20th Anniversary. It's incredible to witness the milestones you've achieved and the resilience you've shown over the last two decades. The images from your Awards Night radiate the camaraderie and triumph that your team embodies. The celebration marks not just years of existence, but a legacy of empowering and guiding clients towards their financial aspirations. Your unwavering commitment to excellence is evident in every handshake, every award, and every smile captured. It's clear you have built more than a company; you have created a vibrant, supportive community that thrives on mutual success. Here’s to the two decades of innovation, service, and achievements that have defined VA Group. May your journey ahead be filled with the same spirit and determination that have brought you this far. Happy Anniversary! #WeAreVision #VAGroup #Anniversary #Celebration #Milestone #Awards

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  • Why run in circles visiting multiple banks when LoanWorks, our exclusive Mortgage Partner, is your one-stop solution? At LoanWorks, a single point of contact connects you to some of the most competitive rates from numerous banks across Singapore. You'll benefit from unbiased advice, special group rates, and exceptional follow-up service—all designed to make your experience seamless. Whether you're buying your first house or looking to refinance your current mortgage, contact LoanWorks and they will help you navigate through your options and clear up any confusion, ensuring that you make a decision that's just right for you. Make your property dreams a reality with ease and confidence! Contact LoanWorks now! https://lnkd.in/dPxhk3_U #WeAreVision #Mortagage #Property #Loan #Refinance #NewHomeOwner #OneStop

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  • A huge round of applause for all attendees of the Manulife FA International Conference 2024 in Athens. It’s wonderful to see the fruits of your hard work come to life in such a spirited way. Amidst the ancient glory of Athens, you've not only gained invaluable knowledge but also made memories to cherish. It's clear from the joy in your faces that the conference was as much about fun as it was about business. Can't wait to see what you'll all bring to the next conference. Until then, keep up the great work and continue to carry the torch of innovation and collaboration forward! #WeAreVision #MFAInternationalConference2024 #Athens #Greece

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  • Happy Labour Day! Today, we honour the hard work and dedication of every individual who contributes to the growth and prosperity of our community. Your efforts and commitment shape our future, making every achievement possible. Here’s to celebrating the spirit of hard work and resilience. Enjoy this well-earned break and the company of those who matter most. #WeAreVision #LabourDay #Appreciation #HardWork #Celebration

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  • The financial markets are never static, constantly evolving and shifting. That's precisely why we're committed to continuously providing training for our exclusive financial planning partners, enabling them to stay abreast of the latest market movements and financial tools. Knowledge is power, especially in our industry, and staying informed is key to navigating the complexities of the market with confidence. Special thanks to Manulife Investment Management, Nikko Asset Management, Singlife, and Eastspring Investments for dedicating their valuable time to keep our partners updated. Your expertise and insights are invaluable to us, and we deeply appreciate your contribution to our monthly training sessions. Together, we're not just keeping pace with the market; we're striving to stay a step ahead. For those of you who are passionate about a career in financial planning and eager to deepen your understanding of the financial markets, we invite you to connect with us. Send us a message, and let us introduce you to our exclusive financial planning partner. This is your opportunity to join a platform that is dedicated to excellence and continuous learning. Let's navigate the dynamic financial landscape together! #WeAreVsion #ContinuousLearning #FinancialMarkets #TrainingSession #FinancialPlanningExcellence #ManulifeInvestment #NikkoAssetManagement #Singlife #EastspringInvestments

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  • Wondering why you can't fully withdraw your CPF savings at age 55? The CPF Board addresses this common question, highlighting the crucial balance between immediate access and ensuring a stable income for your later years. As we're living longer, thanks to medical and technological advancements, the need to secure a lifelong income becomes paramount. CPF LIFE ensures you don't outlive your savings, providing monthly payouts in retirement. The CPF retirement sums, from Basic to Enhanced, are designed to cater to various retirement needs, ensuring everyone can find a suitable plan for their golden years. Why not withdraw everything at 55? Simply put, it's about long-term security over short-term gain, ensuring you're financially stable throughout retirement, not just at its onset. For a deeper understanding of CPF's role in your retirement planning and the benefits of CPF LIFE, check out the full insights by the CPF Board. https://lnkd.in/g9wmyyGT #WeAreVision #CPF #RetirementPlanning #FinancialSecurity

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  • Why are regular medical checkups a must? Your health is your most valuable asset, and the best way to safeguard it is through regular medical checkups. These checkups are more than just routine appointments; they're crucial for detecting potential health issues before they become serious problems. Early detection can lead to simpler and more effective treatments, not to mention peace of mind. Regular checkups also give you the opportunity to discuss any concerns or changes in your health with a professional, ensuring you're always on top of your wellness game. From blood pressure readings to cholesterol levels and cancer screenings, these checkups cover a range of tests tailored to your health needs and risk factors. So, let's prioritize our health the same way we do other important aspects of our lives. Schedule your medical checkup today and take a proactive step towards a healthier, happier you. Remember, prevention is better than cure! #WeAreVision #HealthCheckup #PreventiveCare #StayHealthy #EarlyDetection #WellnessJourney #HealthAwareness

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