ULTIMATE ADVICE

At VISIS, we go far beyond competitive offerings. We work as your partner, providing considered solutions across your every financial need.

Visis_Ultimate-advice

YOUR PERSONAL WEALTH MANAGER

At VISIS, you work with one advisor who is on-hand and on-call. We get to know you and keep your interests front-of-mind to build and protect your wealth. Most importantly, we respect your trust and have earned a reputation for exceptional privacy and confidentiality.

 

PRIVATELY LICENSED TO FOCUS ON YOU

We start with your circumstances and goals, and recommend the ideal solutions for you. Being privately owned, we’re driven by what you want and what’s right for you.

 

FULL AND INTEGRATED APPROACH

Effective wealth management demands a holistic and integrated approach. VISIS offers a wealth of resources backed by a flexible and complementary suite of specialist expertise. We can oversee your entire wealth portfolio. The result is a comprehensive and tailored solution, where all elements – from tax to insurance – are carefully coordinated and managed for maximum results.

 

AT THE FOREFRONT

Our highly experienced, specialist team constantly monitors financial markets for new strategies, changes and trends. We’re at the forefront of the industry so you stay in touch with the latest developments, fluctuations and opportunities.

 

SIMPLICITY AND SOPHISTICATION

Our approach is sophisticated but straightforward. Financial plans can be complicated, with diverse strategies, legislation, products and portfolio options to consider. We cut through the complexity, identify key issues, pinpoint priorities, and provide ultimate financial advice that’s easy to understand, implement and manage.

 

REAL EXPERIENCE, REAL INSIGHT

Through years of working with high-net-wealth individuals and families, and leading business people, we have a proven understanding of your challenges and aspirations. This gives us a unique grasp on the solutions that work.

CONTACT US

Our Testimonials

Achieved set goals
Client Testimonial
"My only regret is that I did not place my investments with them earlier. VISIS have achieved (and in fact exceeded) every financial goal that we have set and it is a great credit to both the quality of advice and the reliability of implementation, for which I thank the VISIS team."
The style at VISIS
Client Testimonial
"The style at VISIS is friendly and engaged. You feel they know your business and are working for your best interests."
Absolute trust and integrity
Client Testimonial
"Absolute trust and integrity is the hallmark of the relationship I have with VISIS. The proactive and attentive financial planning service they provide ensures our family consistently meets our financial goals. It just happens – and we get on with our lives."
The thing I like best
Client Testimonial
"The thing I like best about VISIS is that they take a ‘whole of financial’ and hands-on approach with superannuation, taxation, retirement goals and investments integrated into an easily understood, complete investment strategy. Unlike previous advisers, VISIS are active in reviewing and im