Estate Planning
Effective wealth transfer to future generations goes beyond just what's in your Will.
Secure Your Legacy – Estate Planning with Expert Guidance
Are you confident your assets will be distributed according to your wishes and in a tax effective manner? Do you want to make sure your loved ones are taken care of after you’re gone? Are you looking for ways to transfer your wealth in a tax-efficient manner?
Our advisors can assist with estate planning, collaborating with your accountant and solicitor to help ensure that your assets are distributed according to your desires. Effective wealth transfer to future generations goes beyond just what's in your Will.
Comprehensive Estate Planning Services
We help you navigate the decision-making process to ensure that you transfer your wealth to your loved ones tax effectively, while also aligning with your goals. Our services include:
Collaborative Planning: We work closely with your accountant and solicitor to create a comprehensive estate plan that reflects your wishes.
Tax-Efficient Wealth Transfer: We provide strategies to transfer your assets to your beneficiaries in the most tax-efficient manner.
Bespoke Solutions: We work with your Solicitor to tailor our estate planning services to meet your unique needs and goals.
Future Generations: We help you ensure your wealth is preserved and transferred according to your intentions for future generations.
Estate planning is more than just drafting a Will. It's about making informed decisions to ensure your assets are managed and transferred according to your wishes in a tax effective manner. Our goal is to provide peace of mind, knowing that your legacy is secure and your loved ones are cared for.
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
Hear what our clients have to say…
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Marion & Rich
Pre-retirees
“Engaging with financial planners was initially a hesitant step for us, but little did we know the profound impact it would have on our financial well-being. “
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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.”
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Teresa & Darren
Wealth Creators
“Patricia helped us create a retirement plan based on the income from our assets and the fact that we won’t have access to our super funds for another 10 years”
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John
Retiree
“Their financial planning went beyond simple portfolio management. Patricia and her team helped me with retirement planning, investing, and tax strategies.”