13 Sep 2017

On Thursday 7th September the National Independent Financial Adviser Excellence Awards were held in Sydney. These annual awards recognise the leading firms and individuals in Australia’s independent, non-aligned advice community. After being named finalists in 3 company and 1 individual award VISIS Private Wealth won the “Holistic Advice Firm of the Year” and “Best Client […]

01 Aug 2017

Good Evening,   August is here and the wattle is beginning to bloom, a sure sign that spring is just around the corner. The Australian economy has been a bit slower to spring to life, but there are some green shoots.   Housing affordability continues to be a BBQ stopper in Australia’s backyards, whether you’re […]

01 Aug 2017

It’s that exciting time of year again when Australia’s best independent, boutique and non-aligned financial advice practitioners and businesses have been recognised as finalists in the prestigious 2017 ifa excellence awards. Now in its fourth year, the ifa Excellence Awards recognise the members of the independent and non-institutional financial advice community that are leading the […]

31 Aug 2015

Earlier this month the team at VISIS Private Wealth were honoured to be recipients of three prestigious national awards announced at the Independent Financial Adviser Awards. As published (see article here) “the ifa Excellence Awards celebrate best practice advice provision and business acumen in the independently-owned sector of the financial planning market.” “Over 350 of the nation’s […]