About VIS Finance

VIS Finance was founded on a simple but powerful idea: time is money — and most people are losing both. We believe your money should work for you every day — growing steadily, globally, and with purpose.

We’re an independent, licensed investment company focused on disciplined strategy, transparent advice, and long-term performance. Starting with personalised investment guidance, we’re building toward a broader vision — including managed investment solutions and global access for investors who want more than just status-quo returns.

Real Investment Performance

The results below reflect our actual company investment portfolio, managed since December 2021.

This is a diversified portfolio aligned with a conservative growth strategy, focused on high-quality global companies with disciplined risk management. Returns are shown in USD to accurately reflect global performance.

In the early months, the account was still being funded and only partially allocated — a natural part of building a real-world portfolio. That period is included in the performance shown below.

Since inception, the VIS-Investing portfolio has returned in USD:

• +234.46 % cumulative
• 37.66 % annualised

Over the last 3 years (to 9 October 2025 US market close) — a common benchmark period used by professionals — VIS-Investing delivered in USD:

• +327.78 % total return
• 62.33 % annualised return

This significantly outperformed the S&P 500 (SPX), which returned +85.56 % total (or 22.88 % annualised) over the same 3-year period — and +40.91 % total (or 9.50 % annualised) since inception.

Annualised returns: VIS-Investing vs S&P 500 from Dec 2021 to Oct 2025. VIS Finance achieved a 62 % annualised 3-year return compared to 23 % for the S&P 500.

Cumulative returns: VIS-Investing vs S&P 500 from Dec 2021 to Oct 2025. VIS Finance grew +234 % versus +41 % for the S&P 500.

Figures shown as of 9 October 2025 (US market close). Past performance is not a guarantee of future results. These charts reflect a real, personal investment account — not a managed fund or client portfolio.

What Makes VIS Finance Different?

• Truly independent advice — We work only for you, not for banks, fund managers, or product providers. No commissions. No sales agenda. Just advice in your best interest.
• Smart, global investment focus — Including US-listed stocks, international shares, and PIE funds.
• Online and accessible — No office required, no sales pressure — just clear, focused strategy.
• Tailored to you — Your strategy is built around your goals, timeline, and risk comfort.

Who We Help

Wherever you are, if you can invest online and transfer funds internationally, we can work with you — no matter the distance.

We especially help those who’ve worked hard, saved diligently, and now want to grow their money with the same care and effort they used to earn it.

Our Long-Term Vision

VIS Finance holds a Financial Advice Provider (FAP) full licence (Class 1, FSP1010421) in New Zealand and continues to expand its service scope.

As part of our long-term strategy, we plan to launch a licensed Managed Investment Scheme (MIS) — offering clients access to disciplined, performance-focused investing through a professionally managed fund.

This future offering will allow clients who share our investment philosophy to participate in the same structured, global strategies that have driven our company portfolio’s success since 2022.

We’re building this carefully — step by step — to ensure every client receives the clarity, control, and confidence they deserve.

Let’s Build the Future You Deserve

Whether you’re planning for retirement, building long-term wealth, or looking for better opportunities — we’re here to help you make the most of your money, starting today.