How we can help you
Over the years Patricia has made sure I have the right structure and tools in place to achieve my goals. I’ve gone to Patricia for advice on all my financial needs, from sorting out my super and insurance to managing my debts and cashflow. Since getting engaged to my fiancée Danielle, we both now see Patricia whenever we have an important financial decision to make
Teresa and Darren
When we first started getting financial advice, Darren was running his own drilling business and I took care of the administration side of things. We wanted to retire before age 60 and needed some guidance around how to achieve this. The WB Financial (now trading as Your Vision Financial) team helped us establish ongoing investments to build an investment portfolio that would allow us to retire early.
Patricia was my main representative and my voice when I was away in the hospital trying to battle for my life. Patricia and her team did all the background work to help with the financial side of things for me. They helped me gain early access to my superannuation and to successfully claim on my life insurance policy. I was so over the moon with their assistance because there were so many forms and terms I just didn’t understand but with their help, everything went smoothly.
Wayne and Carolyn
"Because we’d left our run a bit late, we didn’t have all that much time to accumulate huge amounts of money through superannuation before we retired,” said Carolyn. “And because our superannuation wasn’t growing at a rate that I thought was adequate, this option has worked well for us." "Without the help of Graham and Patricia, we wouldn’t be in the position we’re in now – we just wouldn’t have put away as much as we needed to,” Carolyn said. “We were never planning to have a lavish lifestyle in retirement, but their strategy has definitely enabled us to retire comfortably."