Marcus Khoo, VA One Platinum Director's E-Book

WE JOURNEY WITH YOU ON YOUR PATH TO

WhoAreWeLookingFor?

Are you:

A motivated individual who has a burning desire to take charge of your life?

Eager to make an impact in the lives of others and their future generations?

Seeking to be a part of a dynamic group that cares about your development and successes?

WhoWeAre?

100% Singapore owned and managed company 2015

Corporations, Institutions and individuals, including Affluent & High Net Worth

We are 8 years in the business.

World Class Services

We offer investment solutions and retirementexpertiseinfinancialplanning.

Extensive Network

We provide platforms and opportunities to accessanextensivenetworkofclients.

Supporting Over Excellent Work

220 Financial Representatives (As of Jan 2023)

Ethics

Our work ethics sets the directions for all employeestofunctionattheirpeak.

Winning Formula

Proven track record and winning formula of trainingandmentorship.

100% Support

Our Team provides comprehensive support platformsforourfinancialplanningpartners.

Family Oriented

We promote a strong family culture and senseofbelonging.

Milestones&Transformation

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

Recruitment

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

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 an outstanding individual in the industry.

OurSuccessModel

Digital Marketing

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 has a strong capability with our partners to assist Private HNWI (Onshore/Offshore) to set up their Family Offices in Singapore seamlessly.

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.

DigitalTool

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 privilegesandaccesstoanexclusivelifestyle,withunparalleledoffersandpromotions.

EntrepreneurialPath

VAG Entrepreneur Path

Step 1 Step 2 Step 3 Step 4

Management

Step 1 Step 2 Step 3 Step 4 Step 5

Relationship Director Assistant Vice President

Vice President Senior Vice President

Executive Vice President

Recognition&Incentives

Awards

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

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.

2022ACHEIVERS

TOPOFTHETABLE(TOT)

COURTOFTHETABLE(COT)

MARYTAM SALLYTAY

CLAIRELIM

JOSEPHSEE JEREMYONG

SARAHLEE GOHSOCKPENG GILLAINEKUM

CINNYCHIN LORRAINEKOH

LIMBINGWEY LEEDAVIDNICHOLAS KELLYTAN CYNTHIABOON

ELYSIACHAN

GARYHOON

JESSICATENG

2022ACHEIVERS

MILLIONDOLLARROUNDTABLE(MDRT)

MILLIONDOLLARROUNDTABLE(MDRT)

FERGUSTAN

GEORGEWONG DAVIDLEE

JENNIFERTEH LOWTECKMENG ELSIETAY CHUAYEETIONG CHIAKHUIMING

JENNIFERCHUA SANDYAU GARYWEE

VICTORKOH

EDWINGAN

AMYSONG

LEELEECHIEN

TANCHINKHIAM JUSTINYIM NICHOLASLAI EDWINHO DIXONLIM

DEVIN JANETAN GEORGETHAM ZENONCHUA EDDIEOH

LOISPOH

TIONG

借⼒ Together We Can

Marcus is VA Group's youngest Senior Vice President, and he is currently leading a team of upcoming talented achievers. He was previously a Relationship Manager in the banking sector and a Senior Manager in the Finance industry, where he led a capable team of top producers before joining the Financial Advisory industry. Marcus has received numerous prestigious awards for his abilities, including globally recognised awards such as the Million Dollar Round Table and Court of the Table Awards.

As someone who comes from a banking background, he understands the concerns that one may have before making the leap, which is why he emphasises the importance of having a solid foundation map, a clear career direction, and the right platform to help with your progression. His team now includes talented individuals of various ages, including his youngest manager, who was promotedattheageof22.

Senior Vice-President

“I'mastaunchbelieverincareerprogression.Forme, I value a person’s hunger, ambition and capability rather than factors like age or seniority as criteria forpromotion. Itismyroleasamentor,afterall,to groom individuals who are determined to succeed andmakeachangeintheirlives.”

MarcusKhoo

TonyCheng

CEO & Founder

220+ FinancialRepresentatives

30+ YearsofExperience

150+ Years of Management Experience

71

MDRT/COT/TOT Awardees in 2022

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.

" 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! "