Award winning advice: Advice you can trust, results you can enjoy
At VISIS Private Wealth, we help you manage, grow and protect your wealth so you can live the life you want, now and into the future.
Your financial strategy should be as individual as you are – shaped by your aspirations and tailored to meet your unique situation and goals. Our team offers a complete range of services to support every aspect of your financial wellbeing at your fingertips – from strategic advice and investment management to accounting and tax. Even more, you’ll enjoy the financial confidence and freedom that comes from working with one of Australia’s leading, 100% privately owned wealth management firms and your own, dedicated Private Wealth Adviser.
It’s a refreshingly different approach to managing your wealth that will make you wish you’d found us sooner!
Our clients
Every day, VISIS Private Wealth supports high-net-worth individuals and families to manage, grow and protect their wealth.
Business Owners & Entrepreneurs
Executives
Medical Practitioners & Specialists
Law, Engineering and Other Professionals
Entertainment & Sporting Personalities
Self-Funded Retirees
Wealth Services
Strategic Financial Advice
From generating a high tax-effective income to growing wealth through to retirement, our expert advice is focused squarely on what you want to achieve.
Investment Management
Rest easy, knowing your investments are being expertly managed by a team with market-leading insights at their fingertips and your best interests at heart.
Accounting & Tax
Our highly skilled accountants and tax advisers work closely with our wealth advisers to ensure your tax and financial position is optimised.
Because only the best will do
We’re proud to have won some of our industry’s most coveted awards.
- 2018 & 2017 – Holistic Advice Firm of the Year – ifa Excellence Awards
- 2018 – Investment Adviser of the Year – ifa Excellence Awards (Chris Smith)
- 2018 & 2019 – National Finalist Best Professional Practice of the Year – FPA Best Practice Awards
- 2018 – National Finalist Certified Financial Planner of the Year – FPA Best Practice Awards
- 2018 – SMSF Adviser of the Year – ifa Excellence Awards (Chris Smith)
- 2017 – Best Client Servicing Company of the Year – ifa Excellence Awards
