Here’s what our clients have to Asked say

“Having someone who is giving you sound financial advice is a really important part of your success.

If you aren’t doing it, you’re missing out on a huge opportunity.”

“I believe I am getting great financial advice is a really from people who care.

Absolute trust and integrity is the hallmark of the relationship I have with VISIS.

The proactive and attentive financial planning service they provide ensures our family consistently meets our financial goals. It just happens – and we get on with our lives.”

“Seeing our funds increase and grow over time is very important … This gives me and my family the freedom and liberty to do what we want to do.”

“VISIS have proposed creative strategies for me and my wife to suit our financial situation and our goals over the next 20 years.

They’ve also helped us to plan for retirement … How would we like that to look? What do we need to do to get there? It’s good to have a road map.”

“My only regret is that I did not place my investments with them earlier.

VISIS have achieved (and in fact exceeded) every financial goal that we have set and it is a great credit to both the quality of advice and the reliability of implementation, for which I thank the VISIS team.”

“It’s boutique, exclusive You get to know people rather than someone in a suit and tie. I like the warmth of it [VISIS].”

They’ve also helped us to plan for retirement … How would we like that to look? What do we need to do to get there? It’s good to have a road map.”

“It’s the convenience of having both [financial and tax management] at the same centre because they can talk to each other and have a fundamental, aligned view of how things are treated from a taxation perspective

When you get into more complex taxation issues and requirements it is very good to be able to have early conversations (and ongoing conversations) about how to treat it in terms of tax.”

Your path to financial success starts here