Our Services

We strive to build a long-term financial planning partnership with our clients, providing integrated financial planning solutions, proactive advice and service.

A simplified solution

At VISIS we're dedicated to educating our clients to make informed financial decisions with confidence. At the same time, we also understand that you don't want mountains of information. You want succinct solutions to your financial questions.

Your financial plan can get quite sophisticated (and complicated) when combining several financial strategies, applying relevant legislation, implementing a cash flow management program and investing into a diversified portfolio of investments using various financial vehicles. This complexity can be quite overwhelming, particularly during the early stages of your planning. We aim to distil this complexity, providing knowledge and value through our service and advice, while guiding you along the path to financial independence.

During your initial consultation, a Financial Planner will discuss your financial affairs, help you understand your investment risk profile and review your financial objectives. This is the starting point of our partnership with you.

Your planner can then work with you to develop a financial plan that will help you achieve your goals. Our planners are qualified to offer advice across a comprehensive range of financial strategies and investment products. They have undertaken the necessary training relating to the provision financial planning advice specified by the Financial Planning Association of Australia (FPA).

 

Ongoing training provides our planners with a thorough understanding of investment markets and products, enabling them to be more responsive to changing business and market conditions and to meet the increasingly complex and varied needs of clients.

Our clients benefit from our financial planning expertise, particularly in the following areas:

• Wealth Accumulation and Investment Planning
• Superannuation Planning
• Retirement Planning
• Taxation Management
• Estate Planning
• Risk Insurance
• Lending/Debt Management Services

In addition, we provide a number of wealth management services that can assist you in reviewing your financial plan and monitoring your investments.