Leading wealth management expertise, tailored for you
At VISIS Private Wealth, we combine our wealth management expertise with an entirely personal approach to maximise the potential of your hard-earned wealth.
As one of Australia’s leading private wealth firms, we are motivated solely by your unique financial and life goals – pinpointing targeted strategies and solutions to help you achieve them.
We combine our personal approach with our complete range of financial services and vast expertise, bringing clarity and cohesion to complex financial affairs.
What people are saying about VISIS
Achieved set goals
The style at VISIS
Absolute trust and integrity
The thing I like best
The style at VISIS is friendly and engaged. You feel they know your business.
Award Winning Advisers
- 2018 & 2017 – Holistic Advice Firm of the Year – ifa Excellence Awards
- 2018 – Investment Adviser of the Year – ifa Excellence Awards (Chris Smith)
- 2018 – SMSF Adviser of the Year – ifa Excellence Awards (Chris Smith)
- 2017 – Client Service of the Year (Company)
- 2015 – Boutique Firm of the Year – ifa Excellence Awards
- 2015 – CERTIFIED FINANCIAL PLANNER® of the Year – FPA Best Practice Awards NATIONAL WINNER (Chris Smith)
- 2015 – Best Client Servicing (Chris Smith) – ifa Excellence Awards
- 2016 -Multi-service Practitioner of the Year (John O’Brien) – ifa Excellence Awards