Vision Financial comprises of a team of experienced financial advisors whose vision of the future is an organization that has shared strategic plan with a proven road map to achieve our clients & associates’ goals and aspirations.
With many years of industry experience, Vision Financial represents one of Singapore’s premier financial groups.
We are Client Advisers and create a Network through good word of mouth.
We believe that the greatest strength of any organization is in its people. We develop our people with a strong mentoring system and personal guidance. We hold all new associates by the hand and walk them through the process of becoming an excellent financial planner.
Our group comprises of advisors who have come from differing walks of life and bring to the team a wealth of experience and knowledge that cannot but make one a success in the financial services industry.
We transfer information through our experience in the field of strategic financial coaching and help busy individuals to implement the plans that will take care of their loved ones and ensure pride and dignity.
At Vision Financial our team of high touch Advisors who handle clients’ matters and help them manage their personal and business risk. We specialize in Financial Planning, Legacy Creation, Business Continuity and Risk Protection. We are rapidly expanding our team of Business associates.
Vision Financial is regulated by the MAS
At Vision financial we are proud of K. Venka and his Team of professionals who holds the CFP designation and Life Time member of the MDRT – the ultimate symbol of professionalism. This is the highest possible endorsement for an advisory practice and is seen as the industry ‘Gold Standard’ for both firms and individuals.
Our Strategic Plan
Price, mass marketing, direct marketing, ease of delivery etc., will control the bottom end of the market. Busy individuals want closer relationships with people whom they trust and who can provide options on solutions over a wide range of needs. They would want someone trusted to take care of their financial needs.