OUR FINANCIAL PLANNING SERVICES
Amplify and Simplify Your (Financial) Life
For over 30 years, Your Vision Financial Solutions has been dedicated to helping clients dream, plan, and live their best financial lives. Our comprehensive range of services is tailored to meet the unique needs of young professionals, pre-retirees, retirees, and empowered women. We treat our clients like family, providing the support and guidance needed at every stage of your financial journey.
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.
Learn more about…
Who We Help
We are dedicated to providing tailored financial planning services to a diverse range of clients. Our clients include busy professionals, empowered women, corporate executives, everyday families, retirees, and more.
Our Fees
We believe in providing clear and transparent fees for our comprehensive financial planning services. Find out how we structure our fees & book your consultation for more information
AWARD WINNING AND HIGHLY RECOMMENDED
Patricia Garcia, Director and Financial Adviser, is a highly respected financial expert in Brisbane, known for her leadership, industry expertise, and dedication to her clients and profession. Patricia has received numerous awards, including the Fortnum Adviser of the Year Award (2024), FPA Financial Planners AFP of the Year (2017), and Women in Finance Rising Star of the Year (2016). She has been a finalist for many awards, with the most recent one being ifa Client Outcome of the Year (2024) and was named one of Australia’s top 50 most influential advisers by FS Power50 in 2022 and 2018.
Under Patricia's leadership, Your Vision Financial Solutions has thrived, earning recognition as a finalist for the Fortnum Advice Innovation Excellence of the Year award in both 2023 and 2024.
Patricia’s extensive experience also includes over four years as a board member of the Association of Financial Advisers (AFA) and a recent appointment to the board of the Financial Advice Association Australia (FAAA) in 2023, further demonstrating her commitment to advancing the profession.
For top-notch financial planning in Brisbane, trust Patricia Garcia's expertise and proven track record.
“We've been listening to the advice of Patricia since 2014 with plenty of success. She takes the time to explain our questions in a language we can understand and makes the whole experience very enjoyable. We look forward to our meetings and loved having our first online meeting whilst we were on holidays from our caravan we'd budgeted for. Absolutely fabulous experience and we've recommended her to family and friends.”
— Nigel and Tina