Your Vision Financial Solutions 7 Butler Street, Ascot, Queensland 4007
About the Business
Welcome to Your Vision Financial Solutions, a leading establishment in finance located at Ascot, Butler Street, 7 in Australia. At Your Vision Financial Solutions, we believe that financial planning goes beyond crunching numbers and investment returns. We offer holistic financial advice that takes into account your entire financial situation, ensuring that we work towards your personal and financial goals.
With our expertise and attention to detail, we can uncover opportunities for savings, identify potential risks, and provide you with a comprehensive plan for your financial future. Our dedicated team works closely with families and individuals, understanding their unique circumstances and tailoring solutions that align with their aspirations.
You can trust us to manage the financial planning process with meticulous attention, allowing you to continue enjoying the life you've created with your loved ones. We understand that financial security is a crucial aspect of a fulfilling life, and we are here to guide you every step of the way.
Our owner and Financial Advisor, Patricia Garcia, is highly regarded in the financial advice industry. With over 4 years of experience as a board member of the Association of Financial Advisers (AFA) and her recent appointment as a board member for the merged Financial Advice Association Australia (FAAA), Patricia's expertise is recognized by her peers and colleagues.
Patricia has received numerous industry accolades and awards, including the prestigious 'Financial Planning Association AFP Financial Planner of the Year' award in 2017. She has also been a finalist for the 'Fortnum's Adviser of the Year' award in both 2022 and 2021, and was honored as one of the '50 Most Influential Advisers' in 2022.
Your Vision Financial Solutions Pty Ltd, with ABN 64 650 296 478, and its advisers are proud to be Authorised Representatives of Fortnum Private Wealth Ltd, with ABN 54 139 889 535 and AFSL 357306. Our convenient location at 2/7 Butler Street, Ascot QLD 4007 is easily accessible, and we are always available to assist you.
For any inquiries or to schedule a consultation, please feel free to contact us at (07) 3252 3600 or via email at [email protected]. We look forward to helping you achieve your financial goals and secure a prosperous future.
Photos
Location & Phone number
7 Butler Street, Ascot, Queensland 4007, Australia
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"We've been listening to the advice of Patricia since 2014 with plenty of success. She takes the time to explain our questions in a language we can understand and makes the whole experience very enjoyable. We look forward to our meetings and loved having our first online meeting whilst we were on holidays from our caravan we'd budgetted for. Absolutely faboulous experience and we've recommended her to family and friends. Thanks P!"
"Have been with vision financial for a while now, as a business owner off 38 years, honesty and integrity is everything. simple that is the reason why i am still here. Thank you to Patricia Garcia and her team. the best i be leave."
"We have been working with Patricia and her team for five years, and we are really happy with the financial progress we've made, as well as the new knowledge and financial understanding we have acquired. They are professional and responsive to our individual needs."
"We have been dealing with this company for many years first under the leadership of Graham and later Patricia and our advisor, Troyden. All have been very professional, knowledgeable, easy to communicate with and keep you informed and we are extremely happy with results and outcomes."
"Really professional and is setting me up really well for the long term. The yearly breakdown of my expenses is always an eye opener no matter how much I think I understand my budget. They keep an eye on my investment health and basically have given me a real sense of security."
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