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.
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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
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
“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