The Wealth Vision Value Proposition

Wealth Vision is a successful, privately owned financial planning firm with a long track record of providing Australia’s working taxpayers with a comprehensive financial coaching service to assist them to achieve true wealth creation. Our clients receive a comprehensive blueprint that takes a holistic view of their finances to develop a personalised program designed to achieve their short, medium and long term goals.

Wealth Vision’s “Holistic 9 Point Program” addresses the key aspects of the client’s financial affairs.

1.            Setting and planning clear goals for the future.

2.            Budgeting (an important initial step towards wealth building)

3.            Managing cashflow for maximum benefit.

4.            Reducing debts rapidly through the most efficient means.

5.            Superannuation strategies to maximise benefits.

6.            Estate planning covering wills and enduring powers of attorney.

7.            Personal risk management through appropriate insurance cover.

8.            Minimising tax through appropriate strategies.

9.            Maximising investment returns via an efficient investment program.

Wealth Vision has the view that with client education and by taking the additional time required to address the clients needs holistically, the client is both well informed and well looked after in all aspects of their finances and will therefore have greater peace of mind about their future. It is highly convenient for our clients to be able to access all these services at one location.

In the aftermath of the Global Economic Crisis, the Australian Financial Planning Industry is one of the world leaders in invoking wide sweeping reforms designed to protect consumers and their hard earned savings. The most significant of these reforms is the move to become a recognised “profession” which brings significant enhancements to financial planner’s education requirements and code of conduct. Wealth Vision applauds and supports these industry reforms due to the extra protection and professionalism that will be provided to the Australian consumer.