Great Vision Malaysia
Great Vision Advisory Group, your one-stop financial services group. Established in 1993, our near 3-decade experience in the industry has transformed us into a trusted financial services group like no other.
What defines us as a “one-stop” financial services group?
First of all, let’s start by giving you a better understanding of what we call “financial advisory“. This isn’t an off-the-shelf, one-size-for-all product, because we believe each individual has their own financial planning and wealth management needs.
Factors such as your values and concerns would determine what you need, like tailor-made clothes made to fit your measurements, we strive to thoroughly understand your needs before customizing a financial plan that eliminates your concerns and work towards your best interests.
But “financial plan” is a broad term isn’t it? Absolutely. To be an effective financial services provider, we have to be able to cater to the different needs of each individual.
Whether you’re looking to provide financial security for your family, setting up a business, or preparing for your retirement in the future, we have something for you no matter what your financial needs are.
That’s right. We provide financial services for your personal, family, and business financial needs. And this, defines us as your one-stop financial services group.
We specialize in design-led bran communication and digital innovation
We specialize in design-led bran communication and digital innovation
We specialize in design-led bran communication and digital innovation
We specialize in design-led bran communication and digital innovation
You have income. You have savings.
You have investments. You own some properties.
Also, you have expenses. You have commitments. You have loans and debts.
You are managing things and it’s all good. But could it be better? Are you allocating your funds at the right places for increased financial security? Are you prepared enough in the unfortunate event of an accident or illness?
As we climb the career ladder and advance in life in general, a good financial plan would eventually yield benefits. It’s never too early to start planning, but unfortunately it can sometimes be too late.
Hence no matter which stage of life you’re currently in, we are here to provide you with the best financial advice, going by our “advice model”. Find out more on how our “advice model” works.
To produce a suit that best fits your body, your tailor has to first take your measurements. We too go through a “measuring” process before we provide you with a financial plan best suited for you.
Establishing your concern
Establishing your concern is the first step to understanding you and your goals. Whether or not something drastic happens in our life, it could only be good to be prepared for all the possibilities. As we find out more about you, we would then be in a better position to provide the advice best suited for you.
Finding out what you currently have
The next step is to find out what you already have. As you may have already own several financial plans, it is key to gather what you’ve already got covered. By doing so we’d avoid providing advices and proposals that may overlap with your current ones, and instead producing ones that would add value to you.
Determining the gap
Now that we know your goals and what you’ve already got covered, we could then analyze what you are currently lacking. Somewhat like a gap between you and your goals, helping you bridge this gap is our promise to you.
Assigning your advisor
We believe in tailored financial plans. As each individual has different goals and needs, the final step of our “advice model” is to assign you with an advisor who could provide you the best services corresponding to your needs. The role of our advisor is to design and implement a plan that would bridge the gap towards achieving your goals.
- Phone: 03-3362 1822
- Email: info@greatvision.my