Vista Financial Group 6-8 Keys Street, Beaumaris, Victoria 3193
About the Business
Welcome to Vista Financial Group, your trusted establishment for all your finance and insurance needs. Located in the beautiful suburb of Beaumaris, on Keys Street, 6-8, we are a point of interest for individuals and businesses across Australia.
At Vista Financial Group, we understand that everyone has unique lifestyle and financial goals that evolve over time. That's why we believe in working collaboratively with you to best meet your specific needs at every stage of life. Our dedicated team is committed to building strong, long-term relationships with our clients, enabling us to gain a deeper understanding of your aspirations, both now and in the future.
One of our core values is providing exceptional service. We go above and beyond to ensure that you receive the highest level of care and attention. Our experienced advisors are here to prepare comprehensive financial plans that will map out the best way for you to achieve your future visions. We believe in imparting our knowledge and helping you develop a broader understanding of your finances. Throughout our advice process, we take the time to guide and educate you, ensuring you have a clear understanding and comfort in our recommendations.
We invite you to explore the areas of advice that we specialize in. Whether you need assistance with wealth management, retirement planning, investment strategies, insurance solutions, or any other financial matter, our team of experts is here to assist you every step of the way.
At Vista Financial Group, we are dedicated to your financial success and peace of mind. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Photos
Location & Phone number
6-8 Keys Street, Beaumaris, Victoria 3193, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Shane was our mortgage broker when we purchased our first home. He’s been so good finding us the bank that suits us, always keeping us in touch on how the mortgage application was progressing. The post-purchase following up was also amazing. We highly recommend his service!"
"My brothers and I recently appointed Sonia Dallimore from Vista financial services to assist us in the financial planning of Mum’s finances, two years after Mum had moved into aged care and just after she sold her primary residence. Sonia was amazing with her depth of knowledge of the aged care system, as well as the financial and tax benefits of various investments, which enabled us to create an ideal portfolio for Mum. She was instrumental in owning the process of updating Centrelink including the lengthy process of advising them of Mum’s change of financial circumstances. I would highly recommend Sonia Dallimore to anyone who is looking for financial advice in regards to their parents estate from a friendly and experienced advisor. Regards Monique Duggan"
"I highly recommend engaging with Patrick as your financial advisor. He has seamlessly helped me with my investment strategy and mortgages, offering tailored advice and ensuring I understood everything along the way. He explains everything clearly, and genuinely cares about your financial goals. I highly recommend his expertise!"
"I'm writing to share my experience with Vista Financial Group. Recently, Sonia Dallimore has done all the leg work to successfully transition me to Government and self funded pension. Her knowledge and expertise guided us through the maze of red tape and bureaucracy. Sonia was professional and courteous at all times, and a pleasure to work with."
"Tyson and his team have been looking after our affairs for many years. I have always found the experience to be extremely professional. The Vista team are really knowledgeable and are fantastic to deal with. I know that I can be confident in the advice they are providing."
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