|Company||VISIS PTY LTD T/a VISIS Private Wealth|
145 Eagle Street
Brisbane, QLD 4000
FPA CERTIFIED FINANCIAL PLANNER of the Year 2015.
When I established VISIS Private Wealth in 2001, I had a vision to create a private wealth firm that was fundamentally different to traditional financial planning services.
Today, I’m proud to say our holistic and client-centred approach sets the standard for financial planning and private wealth management in Australia. We’ve won some of our industry’s most coveted awards, and I am honoured to be consistently recognised as one of Australia’s top financial advisers.
VISIS is 100% privately owned. The beauty of being completely privately owned and licenced is that we’re an advisory firm wholly-focused on finding financial solutions to suit your needs, not a company selling financial products.
My promise is we always put your interests first. With me, you feel important because you are important. I consider it a privilege to help you take control of your financial future.
I want you to ‘rest easy’, knowing your financial affairs are managed so you can focus your energy on being top of your game in your chosen field and enjoy the lifestyle your wealth affords you.
Effective wealth management demands a holistic, integrated approach so we offer a complete suite of services from investment / wealth strategies, entities and structures, executive share plans, tax and medical accounting, SMSF through to retirement planning.
With more than 20 years’ experience in private wealth management, I have a track record of supporting leading business people, high net wealth individuals and families.
We help you plan for life – so we don’t implement ideas and walk away. We see ourselves as your partner through different life stages, making sure your strategies remain fruitful and relevant.
Contact me on [email protected] to today to chat further or meet in Brisbane or Sydney. I look forward to speaking with you soon