Great Vision Advisory Group is an integrated financial services provider established in 1993 that provides personal, family, and business financial planning services. It has over 80 staff across 10 branch offices nationwide. The company aims to be a trusted financial services organization by delivering effective solutions that meet client life goals. It offers a wide range of personal and business financial services including funds, insurance, loans, and wealth management products through its one stop platform. The company focuses on talent development and providing career advancement opportunities for its employees and financial advisors.
2. MISSIONGreat Vision Advisory Group is an integrated financial services provider,
specializes in providing personal, family and Business financial planning &
advisory services.
Great Vision
Our VISION
To be The Trusted Organization in Financial Services Industry
Our MISSION
To deliver effective financial solutions that meet our clients’ life goals with peace of
mind and to provide outstanding business model for our people
3. Our Past & Current Status
Established since 1993
10 Branch offices in nationwide
More than 80 supporting staff & employees
180 Fulltime Financial Associates
60 Leaders & Managers
Attracted more than 100 young generations for career
advancement annually
Serving more than 75,000 customers all over the country
Providing ONE stop financial services platform
The only group with Business Model that consists of Funds,
Life Insurance, Takaful and Bank Loan Product
Past Current Future
0
0.5
1
1.5
2
2.5
ONE Stop Financial Services
ONE Stop Financial Services
Funds Bank Loan Life Insurance Takaful
General Insurance Employee Benefit PRS Will & Trust
Note: The chart only shows the relative quantum of the services and not the actual sales production
4. Our Services – Financial Solutions
Personal & Family
Risk Management
Healthcare Planning
Family Income Protection
Asset Protection Account
Funds Investment & Wealth Accumulation
Education Planning
Retirement Planning
Lifestyle Planning
Mortgage Loan Financing
Wealth Distribution
Will & Trust Creation
Business
Risk Management
Debt Cancellation: Business Asset Protection Account
Cash Flow & Business Continuation Program
SME Loan Financing
Wealth Preservation
Key Management Program
Employee Retention & Retirement Program
Business Value Realization Trust
Personal & Family Wealth Planning
5. Our Unique Platform – ONE Stop Financial Services
ONE STOP
Financial
Services
Unit Trust
Funds
Investment
Private
Retirement
Scheme
(PRS)
Will &
Trust
Advisory
General
Insurance
&
Employee
Benefit
Life
Insurance
& Takaful
Bank Loan
– Mortgage
& SME
Loan
Note: The chart only shows the relative quantum of the services and not the actual sales production
6. Our Career Model
Entrepreneur Career Model
Multiple income stream & compensation
Active & Passive income driven
Speedy promotion opportunity
Expandable business to nationwide
Business asset value creation model
Talent development with professional knowledge & skill
Performance base rewards, bonus & incentives
Exclusive rewards on Incentive trip
Overseas study tour opportunity
7. Our People
Career
Development
Leadership
Development
Adviser
Development
Talent Development Program
Great Vision stores a reservoir of expertise in areas of financial planning, investments,
mortgage advisory, SME loan, employee benefits, general insurance as well as advisory in
personal and family wealth planning services. Great Vision strives continuously to deliver
refreshing financial solutions that meet its client's life goal and to provide outstanding career
opportunities to its people.
8. Our Strength – Value Added Services
National Entrepreneurs Convention (NEC)
Wealth Management Seminar (WMS)
Great Vision has been organizing such event for the past many years and we received
overwhelming respond & support from the public particularly SME community. We had
successfully attracted more than 1,000 participants every year and it serves as a learning,
sharing & interaction platform for all the SME business owners.
9. Our Core Value
Integrity & Professionalism
OneTeam
CARE
Balanced
Life
Be Integrity at all times
Always deliver our Professional services
Concern on how much we Care
Work as ONE Team
Enjoy with Balanced Lifestyle
10. Contact us
Great Vision Nationwide Network
Head Office
19-3, 19-4 & 19-5, Setia Avenue, Jalan Setia Prima (S)
U13/S, Setia Alam Seksyen U13, 40170 Shah Alam,
Selangor, Malaysia.
Tel: 03-3362 1822 / 03-3362 1823 Fax: 03-3359 9436
Branches
Shah Alam
20-5, Setia Avenue, Jalan Setia Prima (S) U13/S, Setia
Alam Seksyen U13, 40170 Shah Alam,
Selangor, Malaysia.
Tel: 03-3362 1868 Fax: 03-3362 3226
Petaling Jaya
C-05-05, Sunway Nexis,
No.1 Jalan PJU 5/1, Kota Damansara,
47810 Petaling Jaya, Selangor, Malaysia.
Tel: 03-7620 1560 Fax: 03-7620 1561
27-5, Block B, Jaya One, 72A Jalan Universiti, 46200
Petaling Jaya, Selangor, Malaysia.
Tel: 1700-81-6692 Fax: 1700-81-4689
29-7, Block B, Jaya One, 72A Jalan Universiti, 46200
Petaling Jaya, Selangor, Malaysia.
Tel: 03-7499 3226 Fax: 03-7496 6325
Ipoh
128, Jalan Bharu, Off Jalan Kampar, 30250 Ipoh, Perak.
Tel: 05-253 4903 Fax: 05-253 5903
Johor Bahru
No. 03-01 & 03-02, Jalan Molek 1/5A, Taman Molek,
81100 Johor Bahru, Johor Darul Takzim.
Tel / Fax: 07-361 3661
39, 2nd Floor, Jalan Utama 2/4, Bandar Utama, 85000
Segamat, Johor.
Tel / Fax: 07-931 7919
Pulau Pinang
C9-3 Bay Avenue, Lorong Bayan Indah 3, Sungai Nibong,
11900 Penang.
Tel: 04-6111394
Kuching
Lot 25, 26 & 27, 2nd Floor, Travillion Commercial Centre,
Jalan Padungan, 93100 Kuching, Sarawak.
Tel: 082-233 171 Fax: 082-236 389
11. Disclaimer
This document, prepared by Great Vision Associates Sdn Bhd (Co Reg. No.: 474942-W) (the Company), is for
information only and is not an offer or a solicitation to deal in any of the financial products referred to herein or to
enter into any legal relations, nor an advice or a recommendation with respect to such financial products. This
document is prepared for general circulation. It does not have regard to the specific investment objectives, financial
situation and the particular needs of any recipient. You should independently evaluate each financial product and
consider the suitability of such financial product, taking into account your specific investment objectives; financial
situation or particular needs and consult an independent financial adviser as necessary, before dealing in any financial
products mentioned in this document. This document may not be published, circulated, reproduced or distributed in
whole or in part to any other person without the Company’s prior written consent. This document is not intended for
distribution, publication to or use by any person in any jurisdiction outside Malaysia or such other jurisdiction as the
Company may determine in its absolute discretion, where such distribution, publication or use would be contrary to
applicable law or would subject the Company and its related corporations, connected persons, associated persons
and/or affiliates (collectively, “Affiliates”) to any registration, licensing or other requirements within such jurisdiction.
While reasonable efforts have been made to ensure that the contents of this document has been obtained or derived
from sources believed by the Company and its Affiliates to be reliable, the Company, its Affiliates and their respective
officers, employees, agents and representatives do not make any express or implied representations or warranties as
to the accuracy, timeliness or completeness of the information, data or prevailing state of affairs that are mentioned
in this document and do not accept any liability for any loss or damage whatsoever, direct or indirect, arising from or
in connection with the use of or reliance on the contents of this document. The Company and its Affiliates may have
issued other reports, analyses, or other documents expressing views different from the contents hereof and all views
expressed in all reports, analyses and documents are subject to change without notice. The Company and its Affiliates
reserve the right to act upon or use the contents hereof at any time, including before its publication herein.