Visis_Our-Approach

We start by understanding your financial and life goals, so we can develop a clear, goal-driven plan that maximises results and mitigates risk.

We’re not limited by ‘pre-packaged’ products and we know how to tackle the most involved and intricate challenges. Through deep market insight, proven strategies and a highly experienced team, we navigate the big picture to recommend smart and individual solutions.

Once agreed and in place, we regularly monitor your plan and measure progress against agreed targets. Our thorough and disciplined review process means we can quickly manage changes and obstacles, as well as help you capitalise on new opportunities.

We achieve this through the VISIS toolkit – a roadmap, dashboard and scorecard covering your financial plan, your balance sheet of assets and liabilities compared to targets, and actual results over an agreed period.

Our unique wealth management approach allows us to simultaneously…

approach

MEET THE TEAM

CLIENT CHARTER

At VISIS Private Wealth, we pride ourselves on delivering on our client promises. This charter clearly documents our core values and steadfast commitment to our clients. It forms the basis of how we work, directs our client relationships and is respected by the entire VISIS team.

Visis_Customer-Charter_

PRIVACY, CONFIDENTIALITY & SECURITY

When our clients provide VISIS with important personal and financial information, we are committed to ensuring that this information is stored securely and will not be distributed to any other party without prior consent.

 

WE WILL ALWAYS ACT IN YOUR BEST INTERESTS

Genuine care and concern for our clients is a key deliverable at the core of the “VISIS Way”. Our clients are our business, so we commit to knowing who they are, what they have, what they need and most importantly, what they are trying to achieve.

 

PERSONALISED AND PROACTIVE SERVICE

At VISIS, we value our clients and pride ourselves on providing a high quality and proactive level of ongoing service and advice that is determined by the demands of our clients’ unique financial circumstances.

 

ACCESSIBILTY

Open lines of communication are imperative in any relationship. As professional advisers, we commit to being available at any time to discuss our clients’ financial situations. In the event that a client’s regular VISIS adviser is not available, we will ensure other members of our team are available to assist them.

 

PROFESSIONALISM

As industry professionals and members of the peak industry body, the Financial Planning Association, we commit to always acting with integrity in our dealings with our clients and with each other.

 

TIMELINESS AND PUNCTUALITY

At VISIS, we understand that time is a valued commodity. We want our clients to feel assured that they’re always being looked after. That’s why we always respond to requests in a timely manner and make it a priority to be punctual for all scheduled meetings.

 

EXPERT ADVICE AND INNOVATION

AT VISIS, we have a culture that encourages our advisers and staff to commit to continued personal and professional development through education and training programs. We also attend regular technical briefings to ensure we are aware of all available financial strategies and legislative changes. Clients of VISIS receive the support of a business that is at the forefront of the financial services industry, meaning they are guaranteed to always receive up-to-date and innovative expert advice.

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