Tailored Financial Planning Services for Empowered Women
We specialise in working with women driven by their financial and personal goals.
Why Tailored Financial Planning Services are even more crucial for Women
Women face unique financial challenges, from longer life spans to career interruptions for caregiving. Whether you're looking to manage your wealth, secure your future, or plan for life's unexpected turns, our specialised financial planning services are designed with your needs in mind.
Our Services
✔ Divorce Financial Planning
✔ SMSF Management
✔ Tax Planning
✔ Investment Advice
✔ Career Transition Planning
✔ Financial Coaching
✔ Wealth Management
✔ Retirement Planning
✔ Estate Planning
✔ Risk Management
✔ Debt Management
✔ Cash Flow Management
What Makes Us the Right Choice for You?
Our team of experienced financial planners in Brisbane specialises in understanding and addressing the unique financial challenges and opportunities that women face throughout their lives. From managing career gaps due to caregiving to planning for a longer retirement, we guide you through every financial decision.
We are committed to empowering women to take charge of their financial destinies with the help of knowledgeable Brisbane financial advisors. Our approach focuses on education and empowerment, providing you with the tools and knowledge to make informed financial decisions confidently.
Enjoy personalised consultations tailored to your financial aspirations, lifestyle, and long-term goals, backed by our expertise in Brisbane financial planning. Our team takes the time to understand your unique situation, crafting customised strategies that align with your personal and professional objectives.
Whether you are a female divorcee, a widow, a leader, an executive, or just a boss lady navigating the challenges of work-life balance, we can support you every step of the way on your financial journey. We provide holistic financial advice that considers your entire financial picture, ensuring you achieve stability and growth.
With a proven track record, our Brisbane financial planners consistently deliver exceptional outcomes. Our success stories highlight our commitment to excellence and the positive impact we have on our clients' financial well-being.
Upholding transparency and integrity, we provide clear fee structures, instilling confidence in our Brisbane financial planning services. We believe in honest communication and straightforward pricing, ensuring you know exactly what to expect from our partnership.
Take Control of Your Finances and Unlock a Future of Freedom and Security.
Join Us and Experience the Difference
Ready to transform your financial future? Connect with us today and discover how our dedicated, personalised, and expert service led by our female financial advisor, can make a real difference in your life.
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As featured in
“During my update meetings and during decision making processes, I have always been given total transparency regarding information and guidance in the investment field. I have had no experience myself, so it was always comforting to have the experience and assurance of the knowledge and understanding from all the staff at Your Vision Financial.”
— Diana
Award Winning & Highly Recommended
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.
Hear what our clients have to say…
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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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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”
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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.”
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Teresa & Darren
Wealth Creators
“Thanks to Patricia, we were able to make an informed decision to retire in 2016 at the ages of 50 and 48. She guided us through all our financial decisions.”