Our Story



Our Story

 

Our advice covers a broad spectrum of financial planning and investment services. We are committed to providing clients with professional, ongoing guidance and service. No matter what your stage of life, Vision Wealth Group has a wide range of options for your personal situation. We understand that no two clients are the same, we will work with you every step of the way and through every major event that occurs in your life.

Whether your objective is wealth accumulation, risk management or a regular income, our Financial Advisers will spend time with you to understand your requirements. We will advise you in superannuation, insurances and/or personal finances. Vision Wealth Group has access to many leading and investment managers.

Every product and investment we recommend is researched by the independent industry research house, Lonsec, and is approved by the research team. Our aim is to provide you with the right advice and the best solution to suit your needs.

 
Customers have saved
0Thousands
of dollars with us

We Have
10s
Of Satisfied Customers

We have
$10 Million
in assets under management and growing
 

Our Mission & Values


We believe in the power of technology to change the financial industry, making it more accessible, affordable and honest. And we believe in the power of people to change the nature of investment advice, making it more transparent, objective and personal.


 
 

What We Stand For





  • Objective

    We provide you with objective financial advice, held to the highest fiduciary standard and in your best interests.


  • Holistic

    Our holistic approach helps you make well-informed financial decisions with a comprehensive view of your money.


  • Transparent

    We ensure a transparent experience with no hidden gimmicks or fees.


  • Dedicated

    Our personal financial advisers are dedicated to your financial well-being and deliver conflict free advice.


  • Strategic

    We help you build a strategic financial plan, avoid high priced products in favour of affordable solutions.


  • Personal

    Our clients each have unique personal financial needs. We deliver customised strategies for you.