Property Advice
We help you navigate your property journey with confidence.
Make Your Property Dreams a Reality – Expert Guidance Every Step of the Way
Are you looking to buy your dream home or invest in property? Do you need help navigating the complexities of buying property? Do you know how to set up your loans effectively to potentially reduce tax and interest?
Whether it’s getting into your dream home or investing through property, we will connect you with exceptional mortgage brokers and property specialists to help you navigate this process. We will also help you figure out what you can afford to buy and how to best structure your loans.
Property Services
Even though we are not authorised to provide property advice we know how to help you navigate this process and will connect you with the experts you need along the way. We provide a range of services to support your property journey, including:
Connecting with Experts: We connect you with top-notch mortgage brokers and property specialists to ensure you receive the best advice and support.
Affordability Assessment: We help you determine what you can afford to buy based on your financial situation and goals.
Loan Structuring: We assist you in structuring your loans effectively and connect you with broker to get ensure you get great terms and rates.
Investment Strategies: For property investors, we connect you with property specialists to help you choose the right investment properties in line with your goals and risk appetite. We can also help you buy property in a Self-Managed Superannuation Fund if this is appropriate.
Navigating the property market can be challenging, but with our expert guidance, you can make informed decisions and achieve your property goals. Whether you are a first-time homebuyer or an experienced investor, we are here to support you every step of the way.
By working with us, you can ensure that your property purchase and investment is well-planned and financially sound.
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. She 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). Patricia was also 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.
Hear what our clients have to say…
-
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. “
-
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.”
-
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”
-
John
Retiree
“Their financial planning went beyond simple portfolio management. Patricia and her team helped me with retirement planning, investing, and tax strategies.”