17/04/2026
Learning together and building a stronger financial well-being in the community. Thanks for coming over.
We specialised in Wealth Advisory covering
SME & Mortgage •Insurance/Takaful •Investment •Will & Trust •Business Advisory
Financial Planning, Unit Trust, Insurance, Takaful, Will, Trust (muslim & non-muslim)
17/04/2026
Learning together and building a stronger financial well-being in the community. Thanks for coming over.
From zero to something, a journey built on faith, resilience and trust.
Today marks a meaningful milestone as we celebrate the expansion of our office and the growth of a vision rooted in holistic wealth management. This path hasn’t been easy, but every step has been worth it.
A heartfelt thank you to all our clients, partners, friends and family who took the time to be part of this special day. Your presence means more than words can express, and your support continues to inspire us to serve with purpose and integrity.
Here’s to growing together, creating lasting impact and building wealth for our clients.
17/02/2026
Wishing everyone have a prosperous year of the horse and an auspicious year ahead!
Gong Xi Fa Cai! 🧧🪭
07/02/2026
20/01/2026
🎉26/2/26 Great Vision Ipoh Branch – Grand Opening 🎉
A joyful milestone as we welcome the opening of our new office space in this brand new year. Here’s to new beginnings and greater vision ahead!
*By invitation only.
03/01/2026
🎉 Hello 2026! Happy New Year! ✨
Embrace the New Year with hope, happiness, and dreams waiting to come true.
21/12/2025
冬至快乐 Happy Winter Solstice 💫
一碗汤圆,一桌家常菜 🍲
就是人间团圆✨
Going home for dinner 🏡
sharing a bowl of tangyuan
that’s the warmth of family 💖
#冬至快乐 #团圆
昨晚属于我们帅气的财富小管家 Owen Lim!🎂
工作认真,玩也尽兴 💥
祝你生日快乐,
继续发光发热,业绩暴涨 💸!
#理财小白 #财富思维 #我的金钱观 #金钱的力量 #投资理财 #搞钱思维 #财富管理 #怡保 #理财 #全方位理财 #办公室日常 #神仙公司 Owen Lim
🇲🇾 提早规划💰让“时间”替你赚钱!
越早开始,
复利的力量就越惊人!
哪怕只是每个月一点点,
随着时间滚动,它会变成一座金山 ⛰️
别等到“有空”“有钱”“有时间”再开始,
因为这些永远不会刚刚好出现 🪄
真正的关键,是 :
现在,就开始!
#信念 #财富管理 #30岁前要学会的事 #理财观念 #提早规划 #财务自由之路 #时间就是金钱
#复利效应 #理财思维
31/10/2025
🌟 Q3 2025 Great Vision Ipoh NPE Champions!
Hard work pays off! 🎯
Let’s give a big shoutout to our amazing achievers who shined bright in Net Premium Equivalent (NPE) this quarter!
Monthly Top 1:
🔥 July – Amanda Choong
🔥 August – Owen Lim
🔥 September – Kelvin Hoo
Quarterly :
Top 1🏆 Amanda Choong Yee Ping
Top 2🏆Owen Lim
Top 3🏆Kelvin Hoo
Your passion and consistency inspire the whole team to reach greater heights together! 🚀
Keep the GVians spirit strong! 💪✨
Great Vision Advisory Group 宏愿理财
#
30/10/2025
掌握实务流程,财富传承系列:
💡 为何参加?
你知道吗?很多家庭在处理房产继承时,因为手续不清、文件不齐或未事先规划,导致遗产被冻结、分配受阻,甚至家人之间出现纠纷。
本场进阶讲座将带你了解不动产继承中最关键的法律与实务环节,让资产交接更顺畅无忧。
本次讲座将为你揭晓:
✅遗产屋,值钱还是 烧钱 ?执行人/受益人需要多少资金来管理死者的遗产
✅ 不动产继承的关键法律文件与流程
✅ 名下房产若有贷款或联名产权,该如何处理?
✅ 避免资产被冻结或延误过户的实用策略
✅ 实务案例分享:继承转名、遗嘱认证与信托结合应用
✅ 现场专家问答——即时解决你的继承疑问
📅 日期:06.11. 2025(星期四)
⏰ 时间:7.00pm – 9.00pm(报到:6:30pm)
📍 地点:,MU Hotel, 18, Jalan Chung On Siew, Taman Jubilee, 30250 Ipoh.
📲 报名方式:请点击以下
https://docs.google.com/forms/d/e/1FAIpQLScMWTI3CvrMA3ZzsVo9SJj7V2KNfUV5i50TSSrbQU50M7GNvA/viewform
(席位有限,请提前报名)
🔹 适合人群 :
企业老板、名下拥有房产或多项资产者
* 希望确保资产顺利传承的人士
* 有未成年子女或复杂家庭结构的家庭
* 已立遗嘱、想进一步了解遗产实务操作的朋友
🔒 切勿将家人的未来托付给运气!立即锁定席位,并转发给需要此讯息的朋友们🤗
🇲🇾 你的钱,是先花还是先存?💸
📱 有人一发薪水就开始消费,有人却第一时间先转去储蓄账户。
你是哪一派?🙋🏻♀️
其实消费习惯 = 财务自由的关键起点。
✔️ 你是先花后存,还是先存再花?
✔️ 有没有养成记账的习惯?
别小看这些小动作,它决定了你未来能不能安心花、放心活。
#理财思维 #消费习惯 #财务自由 #年轻人理财 #信念 #财富管理 #理财技巧 #理财小白 #理财达人