Great Vision Advisory Group

Great Vision Advisory Group was established in 1993 and is an integrated financial services practice in Malaysia. We are one of the pioneers that have been licensed by The Securities Commission to provide financial planning services under the Securities Industry Act, 1983 via our subsidiary company.
Our in house’s pools of experts have diversified experience ranging from financial planning, tax advisory, commercial law, family wealth and business succession planning.
With an in-depth understanding of our clients’ unique business and personal circumstances, needs and concerns, we are able to provide total financial solutions that meet our clients’ life goals.

We are trained professionally with highest competency in the following areas:
Personal
Wealth distribution / transfer
Investment planning
Retirement and long term care planning
Higher education planning
Wealth protection and risk management
Estate & survivor planning
Dept management
Tax planning
Business/Corporate
Business Succession Planning
Wealth Protection & Risk Management
Tax Planning
Budgeting & Cash Flow Management
Wealth Distribution/Transfer

Regards to Family Wealth / Estate Planning and Advisory
As your wealth grows, customized and tailored strategies to help preserve your wealth are important. We bring a breadth of knowledge to the wealth transfer process that includes areas such as estate planning, taxation, business succession planning, strategic planning etc..
Wealth transfer plans need to take into account many complex and sensitive issues.
We have in-depth experience advising families on their planning options based on their goals and the type of assets, and developing wealth transfer plans that are strategic and comprehensive. Additionally, we will endeavor to integrate the plan with other aspects of your wealth.


Business Succession and Continuation Planning
For entrepreneurs and owners of established business, we offer special assistance in succession planning, taxation, wealth transfers, strategic planning and personal financial implications of business expansions, mergers, acquisitions and IPOs.
Business continuation planning will help business partners to avoid or minimize losses from the untimely death of key members of the organization.
-A buy sell agreement would ensure the smooth transition of ownership in the event of the death of a partner.
-A profit protection plan protects your business profitability in the event of the death of a key member of the management team.

Dept Management
Credit is useful if uses properly. Most people and businesses have debts of some kind, including credit cards and mortgages. But when debts become a problem many people do not know how to face the reality and manage it. People who have assets worth far more than their debts have been make a bankrupts without professional consultation.
We have helped many clients to overcome their credit problems by analyzing their financial position, consolidating their debts , set priority in accordance to the nature of the credits, debt restructuring, schedule their repayments and monitoring the financial status periodically.
Working hand in hand with our in house real property consultants, we helped the clients to negotiate the best value for the liquidation of their properties to improve their cash flow.
Our one stop services in debt management have been proven to be effective and efficient to our satisfied clients.


Islamic Financial Planning
Our expertise also caters to the financial needs of Muslims. We prepare custom-tailored financial plans to assist Muslim clients to achieve their financial goals in the following areas:
- Retirement, education and investment planning, ensuring strict adherence to the Syariah principles in every aspect of the plan.
- Estate planning, including rules on succession according to Faraid System
- Islamic insurance / Takaful coverage
- Gifting / Hibah / Charitable giving
- Tax planning
- Islamic will / Wasiat

Risk Management / Employee Benefits
We face constant threats and risk on a regular basis either individually or as a business or corporation. Choosing not to do anything about the risks we are exposed to is a choice by itself (even if done unconconsciously). Therefore, as you plan for your future both individually and for your business, the impact of unforeseen circumstances that may hinder or stop you from attaining your goals and objectives needs to be addresses and minimized. Additionally, as a responsible employer you may wish to support and assist your employees to plan for their future as well.
Our risk management consultants can assist you in ensuring that you obtain the best way to manage the risks that you may face in achieving your financial goals. They will be able to tailor-made financial solutions to address your needs so that you can rest easy and be assured as precautions have been made to provide a minimal safety net for yourself, your family and your business



Financial Planning Events/ Seminars / Convention
Promote public awareness and financial planning literacy
At Great Vision, we have also successfully hosted and organized events and seminars for business owners and the public at large. These events and seminars have also drawn interest from various prominent corporations such as Standard Chartered, DIGI, Genting either as co-hosts and organizers or corporate sponsors.
This prove one important point; Great Vision is recognized as a respected and trusted firm by not only business owners and individuals but also corporations.


Contributions and Associations
At Great Vision, our advisors’ opinions are highly sought after by various media. The interviews and articles we have contributed to include New Straits Times, Personal Money, The Edge, NTV7 and Astro.
Great Vision also works closely with the Government through their various agencies as well as professional bodies such as CPA Australia


Charities and Community Services
At Great Vision, we have always in our heart the duties as a responsible corporate citizen. We have proactively involve in many charitable activities all this while to lend a hand to our under privilege brothers and sisters. We are currently sponsors of Rumah KIDs; an orphanage in Klang. Great Vision had also successfully organized fund raising campaign to specific causes. Among other, we have raised about RM400,000.00 for the purchase of wheel chairs for the handicapped.