VAM Coffeebook 1

WE JOURNEY
WITH YOU ON
YOUR PATH TO

SUCCESS

VISION ADVISORY MANAGEMENT 2020

WHY Do you…
JOIN
US? • have a burning desire
to serve and a heart
Are you... to help others in their
lives and their future
• a motivated individual generations?
at the crossroads of
your future? • want to take charge of
your life and achieve
• ready to make an success?
impact in the lives of
others? • want a company that
is ready to journey with
• seeking to join a you on your path to your
dynamic company success?
invested in your growth
and achievements?

• looking to be part of a
highly motivated team
that takes pride in your
success?

At Vision At Vision Advisory Management, we firmly
Advisory believe that your success is our success
Management, and we are all driven by the same
we journey aspiration to succeed.
with you on
your path to Whatever your definition of success is,
success! and whatever your goals you may have in
your career and in life, let Vision Advisory
Management accelerate and journey with
you along the way as you achieve them.

A wealth of experience and knowledge
is at your disposal, plus a supportive
environment and team that is fully
invested in your training and dedicated
in empowering to grow into successful
individuals and to set you on the path to
your success.

From meeting new people to making an
impact in their lives to reaching for your
goals and dreams, the opportunities are
boundless yet all absolutely within your
grasp.

As we enter a new decade and era in
financial advisory, take the leap of faith,
make the plunge, and join us for an
exciting career that knows no bounds.

We wish you the very best in your path to
success and we look forward to making
your dreams come true!

My journey in the
financial advisory
industry has been
an exciting one, and
a testament that
with determination
and dedication, you
can achieve a truly
meaningful career
and successful life!

­— Mr Tony Cheng, CEO & Founder

Tony Cheng is one of the industry’s most “With determination and dedication, we at
prominent and dynamic personality with Vision Advisory Management will do our
an incredible slew of professional and utmost to journey with you to achieve a
life experiences, who strongly believes in meaningful career and successful life.”
helping his clients take control of their life
narrative and make the best decisions for OVER OVER
their future and legacy.
150 28
What started as a part-time job while in
National Service as an insurance agent to FINANCIAL SERVICES YEARS OF
supplement his parents’ income began CONSULTANTS EXPERIENCE IN
an exciting journey in the industry that THE INDUSTRY
spanned 28 years.
OVER 28
With the founding of Vision Advisory
Management in 2003, Tony has assembled 130 MDRT / COT / TOT
a robust team of individuals with diverse YEAR 2019
financial backgrounds and solid experience, YEARS OF
and the company has since grown from MANAGEMENT TEAMS’
strength to strength. ACCUMULATED
EXPERIENCE
He has made it his life’s mission to unleash
each of his team member’s fullest potential
and help them achieve their larger goals in
career and in life. “I strongly believe that a
career in the fnancial advisory sector is a
rewarding one,” says Tony,

WHAT SETS
VISION ADVISORY

APART

PROUDLY 100% Singapore owned
SINGAPORE and managed
company.

2003 Year established.
We are 17 years
in business.

EXTENSIVE OUR CLIENTS WORLD-
NETWORK CLASS
Corporations, institutions
We provide platforms and individuals, including SERVICES
and opportunities to
access our extensive high net worth & We offer investment
network of clients. ultra affluent solutions and

OVER retirement expertise
in financial planning.
150 FINANCIAL SERVICES
CONSULTANTS Excellent
(as of Mar 2020) Work Ethics

Our work ethics sets the
direction for all employees
to function at their peak.

Winning Formula

Proven track record
and winning formula of
training and mentorship.

FAMILY CULTURE 100% Support

We promote a strong family Our Team provides
culture and sense of belonging. comprehensive support
platforms for our financial
planning partners

OUR
PARTNERS

FINANCIAL ADVISORY MEDICAL
PLANNING

FITNESS & LIFESTYLE
WELLNESS

CORPORATE MORTAGE
SERVICES ADVISORY

BUSINESS & TAX LEGAL
CONSULTANCY

Founding of AWARDED AWARDED AWARDED AWARDED AWARDED
Vision Advisory “Branch of “Branch of the Year”, “Top Branch for “Branch of the Year “Top 3 Cluster of the
the Year”
“Record-breaking Productivity” (RC)” year ­— APE”
Branch”
“Branch of the Year “Top 3 Cluster of the
“Top Brand for (Wealth Mgmt)” year — Manpower”
Production”
“Branch of the Year “Top 3 Cluster of the
(APE)” year — RC”

2003
2006
2011
2013
2016
2018

2005
2010
2012
2015
2017
2019

AWARDED AWARDED AWARDED Transformed AWARDED AWARDED
“Branch of “Branch with “Top Branch for to MFA Platform “Top 3 Cluster of “Branch of the
the Year” the Highest the Year (APE)” year — Partners
Production” AWARDED
Growth” “Cluster of the Year “Top 3 Cluster of the Distributed
Year (Manpower)” (Insurance)”
(Manpower)”
“Branch of the Year” “Top 3 Clusters of “Branch of the
the Year (RC)” year — Partners
“Top Branch for Distributed (Wealth
Production” Management)”

MILESTONES &
TRANSFORMATION

Tied FA Firm
Agency
VAM Service
= Platform Provider
One Insurer
=
Provider
Open Architecture
Environment

To provide Multiple Insurers &
Investment Administrators

OUR
STRATEGIES

• Inter-Dependent Phase
• 7 Key Platforms to support aggressive growth

• Family Oriented Environment
• Promote Corporate Social Responsibility

7 SUPPORTING
PLATFORMS

1. Education
& Training

We provide resources on a
multitude of platforms
and technologies, as well
as equipping you with the
necessary knowledge and
skills, to aid you in becoming a
Financial Services Consultant.

2. Recruitment

We are always looking out for
new additions of motivated and
hardworking individuals to grow our
teams and departments within the
company.

3. Group Activities

We organise a host of client
engagement activities, such
as appreciation dinners, client
seminars and roadshows to
interact with clients, strengthen
existing relationships and
connect with new clients.

4. Service Support

Our leaders advocate and provide
support in the inter-dependent
phase for your daily operational
needs, general insurance and
mortgage loans.

5. Welfare

We believe in giving back
to society and regularly
organise meaningful
activities such as charity
drives, visits and
volunteer work.

6. Administration
& Operations

Our admin team are always
ready to lend a helping hand
to assist and support you for
a seamless work process.

7. Digital Marketing

We invest heavily in digital and
social media marketing for
exclusive client experiences
and VIP clients’ consolidated
financial portfolios to assist you
in achieving targets and goals.

YOUR CAREER PATHS

Sales & Management

1STEP 2STEP 3STEP 4STEP

Financial Associate Director Senior Director
Services Director
Consultant Financial Services Financial Services
Financial Services

Management

1STEP 2STEP 3STEP 4STEP 5STEP

Relationship Assistant Vice President Senior Vice Executive
Director Vice President President Vice President
Financial Services
Financial Services Financial Services Financial Services

FINANCIAL
LIFESTYLE

APP

Powered by Vision Technologies in
a partnership with Vision Advisory
Management, the FinStyle financial and
lifestyle app is a powerful support tool
for our business. It allows users to access
their policies and make transactions, and
offers a host of privileges and access to
an exclusive lifestyle, with unparalleled

offers and promotions.

INCENTIVE TRIPS

VISION ADVISORY AWARDS NIGHT

TAKE THE
LEAP OF

FAITH

CONTACT US TODAY!
Vision Advisory Management Pte Ltd

[email protected]