2024 VA Entrepreneur E-Book

WE JOURNEY WITH YOU ON YOUR PATH TO

WhoAreWeLookingFor?

you:

Ready to take the reins of your life?

Eager to make a difference in the lives of others and their future generations? Are

Searching for a community that helps you grow and celebrate successes together?

We Are

Who We Are? 9

Professional Services

We offer holistic financial planning and wealth management services.

Network for Our Clients

We provide platforms and opportunities to access an extensive network of clients.

Affluent & High Net Worth Individuals both Onshore & Offshore and Corporations.

230 Financial Representatives (As of Jan 2024) Supporting Over

Excellent Work Ethics

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

Winning Formula

Proven track record and winning formula of training and mentorship.

100% Support

Our Team provides comprehensive support platforms for our financial planning partners.

Family Oriented

We promote a strong family culture and sense of belonging.

Milestones&Transformation

Milestones&Transformation

Transformed to MFA Platform

ClusteroftheYear (Manpower)

BranchoftheYear

TopBranchfor Production

Top3ClusteroftheYear (APE)

Top3ClusteroftheYear (Manpower)

Top3ClusteroftheYear (RC)

Top3BranchoftheYear (PartnerDistributionInsurance)

NewBranchoftheYear (RC)

NewBranchoftheYear (RC)

BranchoftheYear (PartnersDistributed Insurance)

BranchoftheYear (PartnersDistributed Insurance)

OverallPartnersDistribution (Wealth)

NewBranchoftheYear (RC)

BranchoftheYear (Manpower)

OurSuccessModel

8 Key Platforms to support exponential growth

Inter-Dependent Strategy

Family-Oriented Environment

Advocates Corporate Social Responsibility

Financial Planning For GOOD

In support of The Straits Times School Pocket Money Fund (STSPMF) representatives from VA Group have pledged to donate a portion of their revenues from April - June.

Established in 2000, the STSPMF was started as a community project by the Straits Times with the goal to provide monthly allowance to children from lower-income families to tide them through their schooling expenses and relieve their family financial burden. On average, the STSPMF funds 10,000 children per year. To date, close to S$90 million has been given out and assisted over 200,000 children and youths.

OurSuccessModel

Education & Training

Recruitment

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

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 an outstanding individual in the industry.

Digital Marketing OurSuccessModel

The company believes in both Traditional and Digital Prospecting, hence we invest heavily in digital efforts and content creation for our consultants to improve on their CRM.

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.

OurSuccessModel

Service Support

The company is well-prepared to provide your clients for their daily operational needs like general insurance and mortgage loans.

Private Wealth & Family Office

Our company, in collaboration with our esteemed partners, including Raffles Family Office, possesses a robust capability to seamlessly assist Private High Net Worth Individuals (HNWI) - both Onshore and Offshore - in establishing their Family Offices in Singapore.

OurSuccessModel

Welfare

Your welfare is one of our utmost priorities. We believe in "Work Hard, Play Hard" as we build a family oriented work culture! Hence, we have a Welfare Team to ensure that we have fun and bond with our colleagues through monthly recreational activities.

Admin & Operations

Our Admin Team is always ready to lend a helping hand to assist and support you for a seamless work process.

VAGExclusiveDigitalPartner

One-Stop Financial & Lifestyle App

Powered by Vision Technologies in collaboration with Vision Advisory Management, the FinStyle (Financial & Lifestyle) app is a powerful digital tool for our business. It enables 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.

VAGEntrepreneurialPath

FSC

Financial Services

Consultant (FSC)

Associate Director, Financial Services

Director of Sales, Financial Services

Senior Director of Sales, Financial Services

Deputy Vice President Vice President Manager

Assistant Vice President

Relationship Director*

Director

Executive Vice President

Senior Vice President

YourPotential AverageIncome

FSC: 65,044

Manager: 208,741

Director: 495, 483

FSC: 78, 698

Manager: 248, 762

Director: 556, 863

FSC: 81,862

Manager: 223,119

Director: 611, 665

Recognition&Incentives

Awards

The Million Dollar Round Table (MDRT), Court Of the Table (COT), and Top Of the Table (TOT) award is a recognised achievement that honours the top percentile of Financial Services Consultants worldwide.

Honoring the dedicated Financial Services Consultants that strive to deliver and achieve excellence.

2024ACHEIVERS

TOPOFTHETABLE(TOT)

LIM BING WEY

JOSEPH SEE

CINNY CHIN

GILLAINEKUM

2024ACHEIVERS

COURTOFTHETABLE(COT)

CYNTHIA BOON

ESTEE YEOW

WENDY FONG

MARY TAM

JEFFREY LIM

JESSICA TENG

CLAIRE LIM

KELLY TAN

GARY HOON

2024ACHEIVERS

MILLIONDOLLARROUNDTABLE(MDRT)

JOEYTAN

FERGUSTAN

EDDIEHON

JEFFREYCHIN

CHUAYEETIONG

AMANDALAU

ALVINFONG

DEVINMCCARTHY

CHIAKHUIMING

FONGYEWSIONG

ZAC

KEVIN

YEOYEETING

DARYLTEO

KINTAY

ISAACLIU

SHAHULHAMID

DAVIDLEE

ZACHTIONG NICHOLESLEE

CALINAYEE JEREMYONG

2024ACHEIVERS

MILLIONDOLLARROUNDTABLE(MDRT)

MAURICETAY

GRACEKOH

KELVINSUM

NGSHURONG

MOONIETAN

BRYANONG

JUSTINYIM

MUHDSYAHIR

MUHDFAIZ

JUSTINSNG

JUSTINWU

JEFFERSONCHEONG KOHKENTWEE

JOECHUA

FRANCESNG ADELINECHEN

ELIDAYONG

2024ACHEIVERS

MILLIONDOLLARROUNDTABLE(MDRT)

TOP OF THE TABLE (TOT) 9 COURT OF THE TABLE (COT)

65 MILLION DOLLAR ROUND TABLE (MDRT)

VICTORKOH

DERRICKHENG

JORDANONG

SANDYAU

AMYSONG

MICHAELLIU

NATALIEHO

LEWISKOH

JOANNALIM

LOISPOH

LEANNETCHEA

LORRAINEKOH

JANESSATAY

"

Cheng

CEO & Founder

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! "

Tony Cheng is one of the industry's most prominent and dynamic personality with an incredible slew of professional and life experiences. He strongly believes in helping his clients take control of their life narratives and make the best decisions for their future and legacy.

What started as a part-time job while in National Service as an insurance agent to supplement his parents' income began an exciting journey in the industry that spanned 30 years.

With the founding of Vision Advisory in 2015, Tony has assembled a robust team of individuals with diverse financial backgrounds and solid experience, the company has since grown from strength to strength.

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.