Award Winning Financial Planning Services
We help you dream, plan and live your best financial life.
How Your Vision Financial Solutions can help you:
Bespoke Financial Planning
We take the time to understand your unique situation, goals, and what's important to you. We provide bespoke financial plans that align with your aspirations and needs, ensuring a comprehensive approach to your financial future.
Expert Advisory Services
Our expert financial advisory services focus on understanding your objectives and keeping you on track to achieve them. We help you set and reach your financial goals more efficiently and effectively, providing the support and guidance you need.
Get Back Invaluable Time
We give you back the gift of time with our holistic approach. By helping you manage your finances, we free up valuable time for you to focus on what matters most in your personal and professional life.
Achieving Financial Goals
Our strategic planning and expert advice increase the likelihood of you achieving your financial goals. We help you identify opportunities, navigate challenges, and stay on course to reach your desired financial outcomes with confidence.
Net Worth Strategy
We help you understand the gap between your current and required net worth. We provide clear recommendations and a strategic path to bridge this gap, ensuring your financial growth and stability.
Bridging Financial Gaps
We offer expert guidance to bridge the financial gap between where you are and where you want to be. Our services help you identify gaps in your financial strategy and implement effective solutions to achieve your long-term financial objectives.
Realistic Lifestyle Check
Our realistic financial lifestyle check compares your desired future lifestyle with what is affordable. We help you align your financial goals with your lifestyle aspirations, ensuring a balanced and sustainable financial plan.
Objective Sounding Board
We provide an objective financial sounding board for your personal and financial decisions. Our unbiased advice helps you navigate challenges and make informed financial choices with clarity and confidence.
Our Approach.
Dream. Plan. Live.
We believe that financial planning is more than just crunching numbers and investment returns.
We offer holistic financial advice that considers your entire financial situation.
We work with individuals driven by their personal & financial goals. Dream
With our team of financial experts and attention to detail, we can uncover opportunities for savings,
identify potential risks, and provide a comprehensive plan for your financial future. Plan
You have no need to worry, we manage the process with meticulous attention,
so you can continue to enjoy the life you’ve created with those you love. Live
Our Services
We don’t operate on a transactional basis, we offer comprehensive financial guidance that covers all areas of your financial life. The optimal combination of services and advice for you to maximise your resources will depend on your specific situation.
Meet Patricia Garcia, Director and Financial Adviser at Your Vision Financial Solutions
Patricia Garcia, is a highly respected financial expert in Brisbane known for her leadership, deep industry expertise, and unwavering dedication to her clients. Recently named one of Australia’s top 50 most influential advisers by the FS Power50, Patricia continues to shape the financial advice industry with integrity and vision. Her accolades include the prestigious Fortnum Adviser of the Year Award (2024), FPA Financial Planner of the Year (2017), and Women in Finance Rising Star of the Year (2016). She has also been a finalist for many awards, most recently the ifa Client Outcome of the Year (2024).
Under Patricia’s leadership, Your Vision Financial Solutions has flourished, achieving recognition as a finalist for the Fortnum Advice Innovation Excellence of the Year award in both 2023 and 2024. Patricia’s commitment to the profession extends beyond her client work; she has served over four years as a board member of the Association of Financial Advisers (AFA) and was recently appointed to the board of the Financial Advice Association Australia (FAAA) in 2023.
For financial planning expertise in Brisbane backed by a proven track record, trust Patricia Garcia and the Your Vision Financial Solutions team.
Award Winning & Highly Recommended
Pro Bono Advice
We are proud to support the Pro Bono Financial Advice Network (PFAN) and Cancer Council by providing pro bono financial services. This reflects our commitment to giving back and supporting communities in need.
As featured in
“I have been with Vision Financial for a while now, as a business owner of 38 years, honesty and integrity is everything. Simple that is the reason why I am still here. Thank you to Patricia Garcia and her team. The best I believe.”
— Franc
Hear what our clients have to say…
-
Danielle & Ben
Wealth Creators
“Because we tend to be less than organised with our finances, Patricia and her team always stay on top of everything and keep us informed and up to date.”
-
Marion & Rich
Pre-retirees
“I feel that managing our finances has been made simple, we don’t have to be constantly looking up or managing things. It’s kind of set and forget”
-
John
Retiree
“Their financial planning went beyond simple portfolio management. Patricia and her team helped me with retirement planning, investing, and tax.”
-
Teresa & Darren
Wealth Creators
Thanks to Patricia’s assistance, we were able to make an informed decision to retire in 2016 at the ages of 50 and 48. She guided us through