Virtual Assistants for Financial Advisers.

More done.
Less time.
Only at Vision Outsourcing.

Outsourcing allows you to focus on your business and do what you do best.

Our Core Values.


At Vision Outsourcing, we work with integrity in everything we do and embody those principles when working with our customers and in dealing with others.

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We aim to provide high-quality services that meet the expectations and requirements of our clients.


Vision Outsourcing conducts activities with complete and open transparency with our customers, as these are key to building lasting relationships.

Your Finance Advice Business is important to us!

We understand that a lot of Financial Advisers are struggling more than ever to achieve their business goals and this is partly due to the arduous tasks from the:
● Heightened focus on compliance obligations and the provisions of advice● Inadequacies of policies, processes and systems to deliver the advice process within the law● Increased cost associated with compliance due to reformsChallenges encountered by Smaller/Boutique licensees in the same way as larger dealer groups● Lack of subject matter expertise in compliance
The good news is that you can actually outsource these tasks, free up your time and allow you to focus on growing your business.

Our Success Process.


Data entry (CRM).


Lodgment of applications.


Collection of supporting documents.


Order upfront property valuations.


Loan tracking.


Preparation and follow-up discharge forms.


Post settlement activities.


Customer Care.


Compliance Check.

Your ComplianceBusiness Partner.

    Focus on your core business activities.
    Reduce operating costs.
    Increase efficiencies.
    Promote growth.
    Offer staffing flexibility.

Schedule A Call

To get started, we have a free 30-minute call where we can discuss your specific needs in your mortgage broking business. From there, you can decide to proceed with a full consultation with us.

Book A Consultation

You can choose to have a 1-hour initial consultation or a 1.5 in-depth discussion so we can lay down all your options and tailor the best solutions for your business' needs.

Start Your 30-Day Trial

If you already know what you want and you are decided of which services you want to outsource, then we can already set you up so you can start on your 30-Day Trial with us.


Anything culture-driven is passion-driven.

Vision Outsourcing is a team of passionate individuals from Australia and the Philippines with a wealth of knowledge and experience in the finance and business outsourcing industry. We draw on this experience to build teams that will contribute to the overall success of your financial advice business.

The minds behind our mission.


Marvin Loreto

Founder/Finance Professional

With over 20 years of valuable experience in the Financial Service Industry, Marvin has established his authority to lead in creating more value in their mortgage broking business. He is a man with the solid knowledge and capacity to provide a range of solutions to meet his clients' needs. Marvin has worked for companies such as Aussie Home Loans, AMP Financial Planning, and ANZ Bank among others. His main goal is to help mortgage business owners free their time so they can grow their business more efficiently, cost-effectively and stress-free.


Yona Signo

Co-Founder/Business Outsourcing Strategist

Having established her own outsourcing company in 2017, Yona incredibly flourished over the years, helping entrepreneurs, business owners, allied health professionals, and coaches among others, gain more value and freedom out of their business online. She is the co-founder and CEO of Kaya Services, a Sydney-based outsourcing company that offers consultancy and virtual assistant services to help business owners and entrepreneurs in Australia and beyond to reclaim their business, value their time with the things that matter most, and achieve growth that they deserve.

Finding it hard to delegate your tasks?

Download the Delegation Matrix to help you get started!

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