Corporate Overview

"VISIS" stands for Virtus Integritas Scientia Incedo Sursum, which translates from Latin to English as "with excellence, integrity and knowledge we ascend".

'This phrase epitomises our philosophy towards financial planning. Our qualified financial planners deliver comprehensive financial planning services to our clients. We consistently develop and improve the provision of financial services in order to help you achieve your financial goals.

As a member of the National group, Professional Investment Services, our clients benefit from the security of dealing with Australia's largest financial services groups. Professional Investment Services is a Principal Member of the Australian Financial Planning Association.

Professional Investment Services, an Australian Financial Services Licence holder, has one of the largest networks of accountants, financial advisers and life insurance brokers in Australia offering financial services to a wide range of clients including individual investors, small businesses and corporations.

We enjoy financial partnerships with over 500,000 clients, with investment funds totaling over $6.5 billion. The experience, dedication and expertise of over 1200 consultants provide the key elements of a true financial planning partnership, upon which we have built and will continue to grow and differentiate our business.

 

Our reputation for providing a comprehensive range of financial planning services is accompanied with unparalleled service and personal attention to your needs. Our team of professional consultants is easily accessible, enabling clients to obtain the advice and services they require whenever it suits them. VISIS Financial Planning consultants are dedicated to educating clients to make informed financial decisions with confidence.

We want to make doing business with us as easy and convenient as possible, so we provide a variety of ways to reach us - online, by phone or in the VISIS Financial Planning office. Choose the method that is best for you.

Planning your financial future is vital. VISIS Financial Planning can assist with professional advice. The partnerships we have with our clients are fundamental to their wealth accumulation and are also the cornerstone of our company's success.

In summary, VISIS Financial Planning offers:

• An unwavering commitment to creating, protecting and managing wealth for our clients.
• A working financial partnership.
• Professional, efficient and quality financial planning advice and service.