Testimonials

"In 2004 I moved my financial planning to Chris at VISIS based on reputation from work colleagues. I have not regretted this move. Given my job I have not the time to put the attention to my personal affairs, which means I rely heavily on not only sound financial advice but practical help in getting things done.  Chris and his team do this really well. I get good advice, not biased towards favoured equities or real estate, he truly works out the best alternatives for my particular situation and needs. 

The style at VISIS is friendly and engaged. You feel they know your business and are working for your best interests. Always quick to respond and at times when I have found myself away on business and not able to complete transactions, Chris has always managed to sort out a solution.

A good young smart outfit, I am very pleased with what Chris and the team do for me."

John Smith, CEO BMA Coal

 

"VISIS Financial Planning has provided me with investment strategy planning and implementation since 2004, and I am pleased to say that I am very satisfied with the outcomes achieved.

The thing I like best about VISIS is that they take a whole of financial 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 improving my investment strategies. At each portfolio review further improvements have been presented that take advantage of ever changing government regulations and economic circumstance.

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 the implementation, for which I thank the VISIS team."

Greg McTernan

 

"Absolute trust and integrity is the hallmark of the relationship I have with Chris Smith and VISIS. The proactive and attentive financial planning service VISIS provides ensures our family consistently meets our financial goals. It just happens – and we get on with our lives!"

Brett Bundock

"I have used VISIS Financial Planning’s services for 2 1/2 years and have found the staff at VISIS at all times to be professional and effective in advice around financial planning.  

My introduction to VISIS involved comprehensive planning around financial objectives relative to my risk profile and particularly in my case, around strategies to maximise returns in retirement.  This developed a core strategy with various implementation plans to ensure tax effective structures and outcomes as well as financial return.  The strategy is reviewed regularly by VISIS to ensure financial objectives of the plan are being met relative to general economic trends.  Part of this service is detailed analysis on a quarterly basis of net worth and to date I have been extremely happy with the results.  

One of the key factors I enjoy around VISIS' services is that they do not push a particular product.  They generally can provide a portfolio of alternatives supported by recommendations but any particular direction is entirely my discretion.  I have found my adviser and the staff at VISIS to be at all times helpful and responsive as well as pleasant people to deal with.  I have recommended their services to other friends and family as a reputable organisation for financial planning."

Narelle Madden