Get to Know Patricia Garcia: Boss Ladies Newsletter Feature
Boss Lady Spotlight
Patricia Garcia
Who are you?
I moved to Australia nearly 20 years ago on my own and love socialising, trying new restaurants, hiking, and hosting dinner parties. I’m focused and driven at work but loud and bubbly when networking or outside the office. My dog, Bella, is the cutest and friendliest dog you’ll ever meet, and my partner Peter and I have been together for over three years. Despite leading busy work lives, we are always socialising! But still working on finding a good work-life balance.
What do you do?
I’m a Financial Adviser based in Ascot, though thanks to Teams meetings, we help clients no matter where they are. I’ve been in the financial planning world since 2010, began advising in 2012, and proudly took over our firm in 2016. Our business has been around for over 30 years, supporting clients in their 30s and 40s to build wealth, while helping those in their 50s and beyond prepare for and enjoy their retirement.
What is your history with Boss Ladies?
I attended my first Boss Ladies event at the end of 2023, and I’ve been hooked ever since! I’ve only missed one event since then. The energy in the room is electric, and it’s incredible connecting with women who are all about growing, learning, and supporting each other.
Who is your ideal client and how can you assist them?
Our ideal clients are HENRYs (High Earning Not Rich Yet), Empowered Women, and Pre-Retirees/Retirees. We’re trusted advisers who ensure that every aspect of our clients’ financial lives is handled with care. From investments, superannuation, and personal insurances to cashflow management and aged care, we collaborate with lawyers and accountants to give our clients comprehensive advice that covers all bases.
What advice would you like to pass on to the Boss Lady community?
Strive to balance living fully today while still planning for tomorrow.
Money is only as good as the memories it buys us.
Work to live, not live to work—and never forget, you can’t buy back time, so make sure you spend quality moments with the people you love!
Your Vision Financial Solutions Pty Ltd ABN 64 650 296 478 and its Advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. This article has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information on this article you should consider the appropriateness of the information having regard to your objectives, financial situation and needs.