Personal Insurance Advice
Our advisors are equipped with the necessary knowledge to guide you through the process of protecting your wealth, as unexpected situations can arise in life.
Protect Your Wealth and Your Loved Ones with Comprehensive Personal Insurance Solutions
Are you concerned about protecting your wealth and your loved ones from unexpected life events? Do you find it overwhelming to choose the right insurance options to safeguard your financial future?
Our advisors are equipped with the necessary knowledge to guide you through the process of protecting your wealth, as unexpected situations can arise in life.
With a wide range of insurance options to choose from, it can be overwhelming to decide on the right one. We will determine the best protection options for your unique circumstances, ensuring you have the coverage you need. Our services include:
Personalised Insurance Needs Analysis: We evaluate your financial situation and needs to recommend the most suitable insurance products.
Wide Range of Options: We help you determine the appropriate mix of insurance, from Income Protection to Total & Permanent Disability, Trauma, and Life Insurance.
Expert Guidance: Our advisors provide clear and concise information to help you make informed decisions about your insurance needs.
Claims Support: We can help you handle the claims process for you when needed, ensuring you receive the support and benefits you are entitled to.
We understand that choosing the right insurance is crucial for protecting your wealth and securing your financial future. Our goal is to provide you with peace of mind, knowing that you and your loved ones are protected against unforeseen circumstances.
By working with us, you can be confident that you have the right insurance coverage to meet your needs and protect your wealth.
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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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.”