GVMA
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最近我和很多从事保险经纪，有些更是在保险界已经是经理级的人交流。
我发现到普遍上他们在增员方面都遇到一些瓶颈。
有些人认同不能再以20年前卖保险的方式去做，可是却没有一个适合的环境去发展另一个理财板块；
有些则选择继续专注于保险事业。
其实也没对错，只是有时经验较浅的保险经纪，因为人脉用完了，而又没有其它的服务可以提供给客户，导致做不到两年就不在这行业了，也直接导致市场上的孤儿保单越来越多。
保险业的领导也因这样，自己的团队怎么做也做不上，甚至越做越小。
有些更因为要做MDRT，而尝尽办法，长期以来越做越累。
真的值得这样下去吗？
难道这一行就是这样做？
其实也未必，不如尝试打开心房，来听一听保险行业，如何可以越做越轻松，越做越有意义，并且同时为自已创造永续的被动收入吧！
今天就 联络我 了解更多关于 如何 轻松 做 全方面的理财 服务事业！
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CCRIS 清白
低分
客戶收入完全属于佣金
2021 客户年收入 RM40,000
核准貸款 RM398,800
上訴利息 3.8%
豁免 MRTA
只要你有能力貸款，我都會為你找到解決方案。
Clean CCRIS
Low scoring
Client is full commission based
2021 BE RM40k income
Loan approved RM398,800
Appealed interest 3.8%
Waived MRTA
As long as you have the capacity to loan, I will find a solution for you.
#canningwealthadvisory #GVMA #Mortgage #SME #PGGS #LCTF #STP
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Our Director 我们的理事
林征苍 (Mr. Alex Lim)
Great Vision创始人兼集团首席执行官
我们的创始人兼集团首席执行官林先生领导团队已超过30年，并成功打造了最具活力和成效的财富管理规划师和团队领导。自2014年以来，Great Vision成为一家综合财务管理咨询服务专家，为个人、家庭和企业提供财富管理解决方案。
在他的领导下，Great Vision在过去30年中一直是我们的主要合作伙伴在保险、投资基金和融资行业中备受信赖和首选分销渠道，在构建和调整中小企业、富裕和高净值市场客户的财富保护、积累和分配需求方面发挥了重要作用，使Great Vision成为值得信赖的一站式财务服务机构。
Our founder and Group CEO who leads the team for over 30 years, has successfully built the most vibrant and productive wealth management planners and team builders. Since 2014, GV became an integrated financial services provider, providing wealth management solutions to individuals, families and business enterprises.
Under his leadership, Great Vision has consistently been a trusted and top distribution channel for our Principal Partners over the last 30 years, across insurance, investment funds and financing industries, in building and aligning wealth protection, accumulation and distribution needs of clients in the SME, affluent and high net- worth markets, making Great Vision the trusted one-stop financial services organization.
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叶建兴 (Mr. Amos Yap)
企业战略
Great Vision 集团执行总监
叶先生领导组织在东南亚和中国业务的区域培训战略合作已超过10年。他曾在监督马来西亚两大保险公司的整合，并负责领导代理培训系统的整合。2015年，他与Specifique 群特集团共同创立了自己的培训和管理咨询公司。
2020年，他重回友邦集团，担任集团分销学院高级总监，负责管理14个市场范围内的所有分销渠道。叶先生的咨询专业知识涵盖了商业战略、领导力、销售管理、个人效率、团队建设和绩效辅导，并因此获得了亚太地区雇主、学员和合作伙伴的广泛认可，入选名人榜历史协会的专业人士名人榜。
Amos Yap led regional training strategic cooperation in Southeast Asia and China for more than 10 years. Amos had successfully managed the integration of two large insurers in Malaysia particularly in agency training systems & agency cultures. In 2015, Amos started his own training and management consultancy business with Specifique Group. Subsequently in 2020, he returned to AIA group as Senior Director of AIA Group Distribution Academy, covering 14 markets across all distribution channels, Partnership and Corporate Solutions.
His expertise covers business strategy, leadership, sales management, personal effectiveness, team building & performance coaching. His received many commendable statements from his employers, participants and partners in Asia Pacific and he was
listed in the International WHO’S WHO of Professionals.
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黄天佐 (Mr. Kelvin Ng)
BSc, CFP, RFP, ChFP, ChLP, AMTC, LUTC
CEO, Great Vision Associates Sdn Bhd
Great Vision 集团执行总监
Kelvin担任金融产品业务拓展主管，为企业家提供财富管理咨询和建议。他多次获得本地和国际金融服务行业的优秀经理奖，以出色的人才拓展能力著称。
Kelvin认为领导应以身作则，他本人也赢得了4次百万圆桌会员 (MDRT) 和一次最佳业务培育师奖项，激励他领导的团队在团队销售经营和直接经营两个类别中五次获得全国冠军。
作为GV的MDRT Club主席，Kelvin领导了创新的混合型MDRT认证模式，至今已经培养了3个TOT、5个COT和44个MDRT会员。
As Head of Business Development for Financial Products, Kelvin provides counsel and advice to business entrepreneurs on Wealth Management. His people development capability has earned him numerous Excellent Manager Awards in the financial services industry, in both local and International arenas.
A firm believer of Leadership by Example, Kelvin’s consistent personal sales has brought him a TOT and 4 MDRT recognitions, which further inspired his well-developed team bringing him 5 times National Champions for Group Sales Manager & Manager Direct categories. As GV’s MDRT Club Chairman of the innovative hybrid model of MDRT recognitions, the Club to date has developed 3 TOTs, 5 COTs and 44 MDRTs.
蔡长俊 (Mr. William Chuah)
CIMA, RFP, FChFP, FChLP, LUTCF
CEO, GVMA Financing Advisory Sdn Bhd
Great Vision 集团执行总监
蔡先生是Great Vision成为马来亚银行和联昌银行唯一委任的外包代理关键人物。他领导了2014年马来亚银行新加坡区域扩张，并在2017年在马来亚银行雅加达设立了外包贷款业务。作为抵押贷款咨询团队的首席执行官，他促成了Great Vision与马来西亚多家著名银行的合作，为中小企业提供全面的融资服务。
他也与中小企业主互动，提供财务状况报告和“3M财务思维”培训。蔡先生还在许多国际演讲平台上演讲，写作商业期刊文章，也曾亮声电台访谈节目中发表讲话。他的领导影响力使得业务稳步增长，并在柔佛、东海岸和东马来西亚等市场从零开始扩展团队的规模。
William Chuah is the key person in securing the sole outsourcing appointments by Maybank and CIMB in Malaysia. He managed to secure the regional loan outsourcing expansion to Maybank Singapore in 2014 & Maybank Jakarta in 2017. William continues to play the leading role as CEO for the mortgage advisory team, collaborating with a few major local & foreign banks.
William actively engages SME owners with the Financial Standing Report, sharing the “3M Financial Mindset” for financial literacy which he strongly believes is critical for business success. With his field experience & skill, William is regularly invited to speak at various industry platforms and also contributed numerous articles as well as on radio live talks. William’s leadership influence plus his passion has resulted in steady business growth and team expansion into JB, East Coast and East Malaysia from zero presence in those markets.
邓伟汉 (Mr. Andy Tang)
BSc, CFP, RFP, ChFP, ChLP, AEPP
Corporate Agency Distribution
Great Vision 集团执行总监
邓先生领导Great Vision的培训部门长达30年，他的财务解决方案和创新产品的配套不断推动顶级销售，并直接促成Great Vision获得了多个奖项类别，包括连续10年的最佳代理商奖项。凭借他的知识和业绩记录，他建立了一个独特的财务咨询平台，支持Great Vision的合作伙伴进军中小企业和高净值市场。
他在财务服务领域拥有丰富经验，提供财富管理解决方案，并在区域性会议上担任备受追捧的演讲者。邓先生还领导组织连续的财富管理研讨会（WMS）、全国企业经理人大会 （NEC）和许多其他营销活动，为生成有价值的合作机会发挥作用。
Andy Tang has been leading the training arm of Great Vision Group for the last 30 years and his financial solutions with innovative product packaging had constantly built Top Sales and directly contributed to Great Vision’s streak of winning the Top Agency awards for 10 consecutive years. He had set up a unique Financial Advisory Platform that supports GV associates in moving into SME and high net-worth markets.
Andy’s profound experience in delivering wealth management solutions makes him a much sought- after speaker at regional conferences. Andy leads committees in organizing successive Wealth Management Seminars (WMS), National Entrepreneurs Conventions (NEC) and many other marketing events that generate valuable collaboration opportunities.
叶焯兴 (Mr. Andy Yap)
ACCA, RFP, MDRT, EMBA (candidate)
AccelVantage Academy 常务总监
Great Vision 集团执行总监
叶先生是Great Vision的集团执行董事，拥有20多年的金融服务行业经验，擅长个人和企业的财务规划。他成功领导Accelvantage Academy（AVA）为AHAM Wealth Consultants全国提供财富管理教育和指导，将一个亏损的公司在短短2年内扭亏为盈，并帮助财富顾问在2021年的AHAM资产管理奖颁奖典礼上获得了47个奖项。
他还负责开发Great Vision Capital管理生态系统，为中小企业和公司提供商业咨询服务。叶先生是各种财务和商业研讨
Andy Yap, the Group Executive Director of Great Vision, has over 20 years experience in the financial services particularly in personal and business financial planning. Andy was being appointed as the Managing Director to lead Accelvantage Academy (AVA)* to provide wealth management education and coaching for AHAM Wealth Consultants nationwide.
Andy managed to turn around a lost-making company into a profitable business in merely 2 years. Under his mentorship, Andy had helped the Wealth Consultants to achieve 47 awards during the AHAM Asset Management Awards Night in year 2021. Andy helps to develop the ecosystems for Great Vision which offers SME and corporate business advisory. Andy is also a public speaker for various financial and business seminars both locally and abroad.
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About Us
Great Vision (宏愿理财) 专注于提供个人、家庭和企业的综合财富管理解决方案，30多年来我们备受主要合作伙伴的信赖，成为他们在保险、投资基金和融资行业界的顶级分销渠道。
今天， Great Vision是马来西亚唯一的财富管理方案专家，涵盖的核心业务有；人寿保险、回教保险、投资基金、融资贷款、信托和财富咨询等。透过细致的分析、周详的规划和积极的管理， Great Vision旨在设计策略以满足客户在实现生活目标和留存遗产方面的需求。
我们的团队拥有深厚的专业知识，可以指导客户 应对财富管理的挑战。我们以提供全面的财富管理解决 方案为荣，旨在保护、保存和积累客户的财富。
Great Vision Group is an integrated wealth management solution provider that specialises in personal, family and business wealth management solutions, and has consistently been a trusted name for our principal partners across the insurance, funds investment and financing industries for over 30 years.
Today, Great Vision (GV) is the only corporate agency providing a comprehensive portfolio of wealth management services in Malaysia encompassing - but not limited to – life insurance, takaful, funds investment, financing, trust, and wealth advisory. Through attentive analysis, deliberate planning, and active management, GV designs dynamic strategies that evolve with our client’s constantly changing needs in order to achieve their life goals and build an exceptional legacy for their loved ones.
GV’s dedicated professionals are armed with deep knowledge and expertise to guide clients in managing their wealth. We provide clients with a holistic wealth management solutions dedicated towards protecting, preserving and accumulating their wealth.
