Many years ago in 2001, thanks to a nudge from our daughter-in-law, we first connected with WB Financial (now Your Vision Financial Solutions). Our initial impression of the team and our original adviser, Graham, was overwhelmingly positive. At that stage in our lives, we were looking ahead to retirement and facing the prospect of redundancy, so we wanted expert advice on what to do and how to set-up ourselves for the future. 

We subsequently met Patricia in 2010 when she joined the team, and she became our financial adviser a few years later. Patricia has always had a knack for breaking down complex financial concepts, which made it clear to us we were in capable hands. 

Throughout our journey, Patricia has been more than a financial planner; she's been a constant guide. Whether it was adjusting our strategy to match life's unpredictable shifts, navigating through the maze of opening and years later closing our self-managed super fund, or simplifying our affairs as we sought less complexity with our investments, her adaptability has been invaluable. Our financial landscape has undoubtedly improved under her stewardship—something we couldn't have achieved on our own.

Communication has never been an issue; we've always felt well-informed and valued by Patricia and the entire team at Your Vision Financial Solutions. Even when we decided to close our SMSF due to the increasing administrative burden, Patricia and the rest of the team were there every step of the way, ensuring a seamless transition.

We would not have been able to do everything we did on your own. We need someone to help us. To those contemplating financial planning, our advice is- go for it as early as you can!

We trust Patricia and her team.  Their trustworthiness, coupled with an unwavering commitment to their clients, makes them a remarkable group we'd recommend to anyone.