Frequently Asked Questions

What is Private Wealth Management?

Private wealth management is an entirely personal, ‘big picture’ approach to managing, protecting and growing your wealth.

It’s a more comprehensive, more cohesive approach to financial planning that covers everything from investment strategies, superannuation, insurance and risk management through to cash flow, loan and debt solutions as well as tax planning and accounting services.

This integrated approach to managing your wealth is one of the key points of difference between private wealth management and other financial planning services. In particular, the inclusion of tax and accounting services. A unique combination of services that VISIS Private Wealth is proud to provide our clients.

Every day, VISIS Private Wealth helps ultra and high-net-worth individuals and families manage, grow and protect their wealth.

Our clients include:

  • Business Owners & Entrepreneurs
  • Executives
  • Medical Practitioners & Specialists
  • Law, Engineering and Other Professionals
  • Entertainment & Sporting Personalities
  • Self-Funded Retirees

The one thing all of our clients have in common is the desire to obtain expert financial advice and assistance. For many, it’s a decisive step toward taking control of their finances and for others, to take a weight off their shoulders and busy schedules. Some simply don’t have time or expertise to manage their financial affairs as well as they would like. We also have clients that come to us for answers to specific financial questions such as how to invest money; or what insurance they need to protect their families and business.

We understand that not everyone is in a position to take advantage of our full range of services or to benefit from sophisticated, integrated financial strategies and special purpose vehicles. Your dedicated Private Wealth Adviser will tailor your plan and our service to suit your personal situation, whether you are just starting to build your wealth, planning your family or retirement finances, or you are seeking to manage and protect your wealth for the long-term.

VISIS Private Wealth’s services are flexible and scalable, and designed to assist our clients at every stage of their career and life.

A short telephone call or web-conference will assist us to understand how we can help. We can then arrange an initial consultation to meet and work through your personal position in greater detail.

We can provide a fixed fee for the initial engagement and advice development once we have a clear understanding of the scope of advice you require and your financial situation.

For more information, contact us to receive a copy of our Wealth Management Guide.

Your initial consultation is all about getting to know you and introducing you to VISIS and the way we work.

Your Private Wealth Adviser will start by outlining our approach to financial advice – what we call The VISIS Way. They’ll talk to you about our philosophy, our process, and services, costs, and what you can expect when you are VISIS client. They’ll answer any questions you might have with the objective of giving you the information you need to decide if you want to engage VISIS as your private wealth advisory firm.

From there, your Private Wealth Adviser will work through a process with you to understand your financial position, goals and objectives and how we might help. Your adviser will present you with a proposal for putting together advice to suit your needs, the type of strategies it might include and the costs involved.

Our business is built on developing and maintaining effective, long-term relationships with our clients. Relationships that are founded on a core set of values that are upheld by every member of the VISIS team.

It begins (and ends) with our promise to put your interests first – always. But it’s how we deliver on this promise that sets us apart from other financial planning and private wealth advisory firms. Visit The VISIS Way and The VISIS Difference pages of our website to find out more.

We offer Wealth Management Service packages that encompass the ongoing monitoring, management and reporting of your financial plan and the strategies we’re implementing as part of that plan.

We believe it’s vital that we measure the performance of your financial strategies against the expected outcomes and targets documented in the financial plan. Why? Because it’s fundamental to your success. It’s how you know your plan is working for you and that you’re on track to achieve your financial goals.

Our practical, proactive approach means that we’re constantly working to identify and capitalise on new opportunities and respond quickly changes and obstacles if and when they arise. We’re on top of it – so you can make great decisions, on a sound basis, at the right time.

We’d love to help a member of your family, friend or a colleague shape their financial future. In fact, many of our clients have been referred to VISIS by an existing client based on the positive experience they’ve had working with us.

Simply call or email your adviser to provide a referral. We will make arrangements to call them, or let you know how they can book an initial consultation.

VISIS is an acronym originating from the Latin words “Virtus Integritas Scientia Incedo Sursum” which translates to English as “with excellence, integrity and knowledge we ascend”.

We believe this statement captures our philosophy towards wealth management. Our qualified financial advisers, accountants and entire team deliver outstanding service to our clients, consistently developing and improving our financial services to ensure our clients achieve their financial goals.

Your path to financial success starts here