Why Choose Us?

The feedback we receive from our clients has identified a number of reasons why they enjoy using Wealth Vision as their financial coach.
 

1.  Reduction in stress and worry about their finances through clear, commonsense planning towards realistic and achievable outcomes.
    
2. Trust: Wealth Vision’s 24 member strong, experienced and dedicated team have the knowledge and expertise to provide the most effective advice possible for each client’s specific needs.
    
3. Holistic complete service (9 point program) delivers a one stop shop solution to all financial matters.  This is more efficient and cost effective than a scattered approach.
    
4. Welcoming atmosphere and friendly staff who deliver first class, efficient service on an ongoing basis.
    
5.  Ongoing service program including 6 monthly comprehensive checkups plus unlimited additional appointments and phone calls to keep on track.
    
6. Comfort in knowing Wealth Vision is part of a larger national group including Strategic Planning Partners (locally) and ipac (nationally). 
    
7. All of the client’s financial jigsaw is co-ordinated by the Wealth Vision team.  Wealth Vision will find the maximum benefits available for each client’s situation via the holistic approach.
    
8. Support of a large, stable financial planning group. Wealth Vision’s principal has 22 years experience as a local financial planner and employer.
    
9. Significant community involvement by Wealth Vision in supporting local causes, including many hundreds of thousands of dollars of sponsorship provided by the Wealth Vision Schools Program.
    
10. Achieving personal and life goals, and an earlier retirement.
     
11. Avoid common financial pitfalls associated with major life decisions.
     
12.  Repay your mortgage in full many years earlier than a standard loan often saving hundreds of thousands of dollars interest.
     
13. Accrue genuine wealth in less time through a smarter and more efficient financial structure.
     
14. Most financial planners require new clients to have significant savings in order to qualify for advice.  This is simply not the case with Wealth Vision, we can help the ‘smaller fish’.  Even if you are just starting out, Wealth Vision can design a plan for you.
     
15. One of the most important reasons to choose Wealth Vision is the exciting results achieved by our many satisfied clients.