Award winning advice: Advice you can trust, results you can enjoy

At VISIS Private Wealth, we help you manage, grow and protect your wealth so you can live the life you want,  now and into the future.

Your financial strategy should be as individual as you are – shaped by your aspirations and tailored to meet your unique situation and goals. Our team offers a complete range of services to support every aspect of your financial wellbeing at your fingertips – from strategic advice and investment management to accounting and tax. Even more, you’ll enjoy the financial confidence and freedom that comes from working with one of Australia’s leading, 100% privately owned wealth management firms and your own, dedicated Private Wealth Adviser.

It’s a refreshingly different approach to managing your wealth that will make you wish you’d found us sooner!

Our clients

Every day, VISIS Private Wealth supports high-net-worth individuals and families to manage, grow and protect their wealth.

Business Owners & Entrepreneurs

Executives

Medical Practitioners & Specialists

Law, Engineering and Other Professionals

Entertainment & Sporting Personalities

Self-Funded Retirees

Wealth Services

VISIS Private Wealth Management  - Strategic Financial Advice

Strategic Financial Advice

From generating a high tax-effective income to growing wealth through to retirement, our expert advice is focused squarely on what you want to achieve.

VISIS Private Wealth Management  - Investment Management

Investment Management

Rest easy, knowing your investments are being expertly managed by a team with market-leading insights at their fingertips and your best interests at heart.

VISIS Private Wealth Management  - Accounting & Tax

Accounting & Tax

Our highly skilled accountants and tax advisers work closely with our wealth advisers to ensure your tax and financial position is optimised.

VISIS Private Wealth Management - Excellence award winner