We put your interests first – always
We consider it a privilege to help you manage, grow and protect your wealth. Our highest priority is working with you in a way that gives you clarity, and confidence that every aspect of your financial life is being expertly and responsibly managed.
Our proven wealth management approach, methodology and tools allow us to monitor and manage your full financial affairs, plan and control the performance of individual strategies, and make day-to-day decisions that drive positive outcomes.
Understand
We start by getting to know you and your financial and life goals.
Plan
We develop a cohesive, customised Private Wealth Plan that’s driven by your goals and backed by our proven strategies and expertise.
Manage
We work with you to implement your Private Wealth Plan and manage your wealth on a daily basis.
Monitor
We proactively monitor your wealth management strategies and find solutions to issues or challenges.
Review
We make changes to your plan as you grow – regularly measuring the performance of your Private Wealth Plan and refining it to suit your circumstances and maximise growth and returns.
The VISIS Way
The relationships we form with our clients are founded on a core set of values that are upheld by every member of the VISIS team.
We always act in your best interests
Genuine care and concern for our clients is at our core. Our clients are our business, so we commit to knowing who you are, what you have, what you need and most importantly, what you are trying to achieve.
Personalised & proactive service
We value our clients and pride ourselves on providing quality, proactive and ongoing service and advice that are driven by your unique financial circumstances.
Integrity & Professionalism
As industry professionals and members of the peak industry body, the Financial Planning Association, we commit to always acting with integrity and providing honest, ethical advice.
We always act in your best interests
Genuine care and concern for our clients is at our core. Our clients are our business, so we commit to knowing who you are, what you have, what you need and most importantly, what you are trying to achieve.
Personalised & proactive service
We value our clients and pride ourselves on providing quality, proactive and ongoing service and advice that are driven by your unique financial circumstances.
Privacy, confidentiality & security
When you provide us 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.
Integrity & Professionalism
As industry professionals and members of the peak industry body, the Financial Planning Association, we commit to always acting with integrity and providing honest, ethical advice.
Because only the best will do
We’re proud to have won some of our industry’s most coveted awards.
