Leading wealth management expertise, tailored for you

VISIS Private Wealth was established in 2001 with a vision to create a private wealth firm that was fundamentally different to traditional financial planning services. 

Today, we’re recognised as one of Australia’s leading private wealth management firms. An award-winning team known for our integrity, exceptional wealth management expertise and client-centred approach. Through our years of working alongside leading business people and high-net-worth individuals and families to manage, grow and protect their wealth, we have a deep appreciation for our clients’ challenges, concerns, hopes and aspirations. 

We understand that wealth means different things to different people. It can be the comfort of knowing your children will receive the best education. The freedom to enjoy the finer things in life – a luxury home, car or overseas holidays. The scope to invest in professional development, expand your business or start a new venture. A nest egg to be nurtured towards early retirement.

Our purpose is to ensure you unlock the full potential of your wealth so you can live the life you want today, and tomorrow. A life that’s rich in choice and full of possibilities.

Your path to financial wellbeing starts here

    The VISIS Difference

    The VISIS Difference

    Every day, we work with high-net-worth individuals and families who trust us with their wealth. 

    It’s this trust that inspires us to be at the top of our game, to deliver a blend of services, and a level of service, that sets the benchmark for private wealth management.  In fact, we are continually recognised through coveted industry awards as being the gold standard delivering on the promises we make. 

    The VISIS way

    The VISIS way

    The strong, continuing relationships we form with our clients are founded on a core set of values that are upheld by every member of the VISIS Private Wealth team.

    We consider it a privilege to look after you and your wealth and our promise is to put your interests first – always.

    The VISIS Team

    VISIS Private Wealth clients expect the best, deserve the best and get the best.

    Our Private Wealth Advisers are recognised as some of the best and brightest in our industry. Driven by a genuine passion for helping people achieve their financial and life goals, they stay at the top of their game so you can make great decisions, at the right time based on superior market insight and advice.

    VISIS Excellence award winner

    Advice you can trust, results you can enjoy