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Virtual Assistants for Financial Advisers.
More done.
Outsourcing allows you to focus on your business and do what you do best.
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 reforms● Challenges 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.
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!