Get the right Strategic Advice
From growing wealth for retirement to generating a high tax-effective income, our expert advice is focused squarely on what you want to achieve.
Investment Management
The number one service requested by our Clients is Investment Management. For many Clients, managing their own investments is stressful
Complete Accounting Services
VISIS Accounting Services has expanded to become a highly qualified team of accountants and tax advisers that deliver a wide range of services
Leading wealth management expertise, tailored for you
At VISIS Private Wealth, we combine our wealth management expertise with an entirely personal approach to maximise the potential of your hard-earned wealth.
As one of Australia’s leading private wealth firms, we are motivated solely by your unique financial and life goals – pinpointing targeted strategies and solutions to help you achieve them.
We combine our personal approach with our complete range of financial services and vast expertise, bringing clarity and cohesion to complex financial affairs.
What people are saying about VISIS
Achieved set goals
"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 implementation, for which I thank the VISIS team."
The style at VISIS
"The style at VISIS is friendly and engaged. You feel they know your business and are working for your best interests."
Absolute trust and integrity
"Absolute trust and integrity is the hallmark of the relationship I have with VISIS. The proactive and attentive financial planning service they provide ensures our family consistently meets our financial goals. It just happens – and we get on with our lives."
The thing I like best
"The thing I like best about VISIS is that they take a ‘whole of financial’ and 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."
The style at VISIS is friendly and engaged. You feel they know your business.
Award Winning Advisers
Awards:
- 2018 & 2017 – Holistic Advice Firm of the Year – ifa Excellence Awards
- 2018 – Investment Adviser of the Year – ifa Excellence Awards (Chris Smith)
- 2018 – SMSF Adviser of the Year – ifa Excellence Awards (Chris Smith)
- 2017 – Client Service of the Year (Company)
- 2015 – Boutique Firm of the Year – ifa Excellence Awards
- 2015 – CERTIFIED FINANCIAL PLANNER® of the Year – FPA Best Practice Awards NATIONAL WINNER (Chris Smith)
- 2015 – Best Client Servicing (Chris Smith) – ifa Excellence Awards
- 2016 -Multi-service Practitioner of the Year (John O’Brien) – ifa Excellence Awards
