Visis Private Wealth

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Obligation-free initial meeting

This allows us to get the chance to discuss your goals and where we may be able to add value.

Privately-owned

In today’s landscape of the financial advice industry, it pays to know that the adviser in your corner is not influenced by external factors and is able to put your interests first.

Holistic Advice

The recommendations we make are made holistically, with a view of your entire financial situation, and not in isolation.

Your Financial Future is in Safe Hands!

Award Winning Financial Firm Brisbane

Planning Your Transition to Retirement is Still a Smart Move

They say 60 is the new 40. And while it’s true that today’s over-50s are healthy and active for longer than previous generations, many in this position begin to dream about scaling back their work commitments so they can start ticking off their bucket list. This often triggers the age-old question: Do I have enough to retire?

Transition to retirement

What are your goals for retirement?

You may want the flexibility to travel more, volunteer or take up a hobby. Perhaps you want to look after the grandkids for a day or two a week. It might be you see your 60s as an opportunity to switch careers or try your hand at freelance work or consulting

Winding back the hours

One way to achieve a better work/life balance in the lead-up to retirement is to adopt a transition to retirement income stream (TRIS).

A win-win solution

Easing your way out of work can be as good for you financially as it is for you psychologically. To go cold turkey from working one day to retirement the next can be difficult without careful planning.

Working out what to do in the run up to retirement needs careful consideration. We can help you decide what will work best for you.

John has been our trusted advisor for many years. I would recommend him to anyone wishing to gain great financial advice and planning.

Julie 46-55 years

About John O'Brien - Financial Planner

John O’Brien is a Partner and Financial Planner at VISIS Private Wealth and is passionate about operating a 100% privately owned firm.

For over 15 years John has been directly advising his clients on all their wealth management and strategic advice needs.

As a Partner at VISIS, John feels that it is essential to ensure that all advice is tailored specifically to the individual needs of each client.

VISIS Private Wealth have taken out several national awards for Holistic Advice, Best Client Service & Boutique Firm of the Year in recent Years.

John was personally awarded the national award of Multi-Service Practitioner of the Year.

With offices in Brisbane & Sydney, John and the VISIS team ensure every client has comprehensive financial expertise at their fingertips, covering investment management, personal insurance, finance and lending, superannuation, retirement planning, and tax / accounting.

He is a practitioner member of the Financial Planning Association, he has had the designation of Certified Financial Strategist (CFS) awarded by the Association of Independently Owned Financial Professionals, is a senior associate of FINSIA, MAICD and is an Associate Fellow of the Australian Institute of Management.

VISIS Private Wealth has been awarded the FPA Professional Practice designation and are proud to be bound by the FPA Code of Professional Practice, which brings together a comprehensive set of ethical principles, practice standards and conduct rules.

He begun his formal education began with a bachelor of commerce with double majors in banking and finance, and financial risk management followed by completing of a Masters of financial planning.

John is a personal signatory to the Banking and Finance Oath and is a Registered Financial Consultant through the International Association of Registered Financial Consultants.

When not working to achieve even more great outcomes for his clients John enjoys spending time with his wife Kelly, young daughter Sofia and when life allows, escaping for a motorcycle ride.

John O'Brien - Award Winning Financial Advisor Brisbane

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