Our Nine Point Service

Although many financial planners focus on providing service in the areas of investments, superannuation and insurance, Wealth Vision has identified 9 essential key points of service. All 9 areas must be addressed for the achievement and maintenance of good financial health. And that’s exactly what Wealth Vision can do for you!

1. Goal Setting

   Identifying your goals is the first step in the development of your future plan. The Wealth Vision team will assist you to accumulate the wealth you require to achieve your vision - short, medium and long term.

2. Budgeting

   The Wealth Vision approach to budgeting does not require you to spend less, but will simply educate you about how to take control of your spending. You can still have a life!

3. Cashflow Management

   Put your pay cheque to work! Smarter not harder. Did you know the same dollars can be used multiple times? A subtle principle that gives you tremendous financial advantage.

4. Debt Management

   Ninety percent of working Australians have debt and Wealth Vision can teach you the best method to manage your debt as well as our rapid debt reduction strategy.

5. Superannuation

   What will it be worth and is it enough? For most people, the result is simply not what they were hoping for. We will educate you about your options and the way to optimise your super.

6. Wills

   It is vitally important to ensure the wellbeing of your loved ones if you were no longer there to support them. Surprisingly, 50% of the working population doesn’t have a current will!

7. Insurance

   One of the most misunderstood parts of financial planning. We make it easy for you to understand what you need and why. It’s all about protecting your loved ones, assets and income.

8. Tax Minimisation

   If it was possible to reduce the tax you pay, and direct these savings towards more rapid debt reduction, or further increasing your investments, would that interest you? Wealth Vision can show you how, as well as completing your tax returns via Wealth Vision Accounting.

9. Investing

   For the majority of working Australians, their superannuation will not be adequate to fund their dream retirement. The Wealth Vision team will show you how you can afford to start accumulating personal investments to really set you up for a prosperous and enjoyable future.