Expert Financial Planning for a Secure Retirement Future
Our mission is to help you dream, plan and live your best financial life.
Discover How Our Tailored Strategies Can Help You Achieve a Worry-Free Retirement
Brief Introduction
Retirement planning is a crucial step in ensuring a secure, stable, and fulfilling future. It's not just about saving money; it's about strategically organising your finances to support your lifestyle and aspirations after you stop working.
We work with pre-retirees and retirees all over Australia, whether you are able to come to our office in Ascot, Brisbane, or whether you can meet us online from the comfort of your home in Sydney, Melbourne, Adelaide, Perth or anywhere else!
Why It Matters
Effective retirement planning offers peace of mind and financial security, allowing you to enjoy your retirement years without financial stress. Starting early can significantly enhance the effectiveness of your efforts, leveraging the power of compound interest and market growth over time. This proactive approach also provides ample time to adjust plans to changing economic conditions and personal goals, ensuring that your retirement plan remains robust and responsive.
Retirement Planning Services
Comprehensive Retirement Analysis
Our Brisbane team begins with a thorough analysis of your current financial situation and discusses your future aspirations. By understanding your unique circumstances, we can create a foundation for a retirement strategy that aligns with your long-term goals.
Bespoke Retirement Strategies
We recognise that one size does not fit all in retirement planning. That's why we specialise in creating bespoke strategies that adapt to your personal needs, risk tolerance, and future objectives. We know it can be daunting to plan for retirement but all our clients tell us they wish they had come to see us sooner so don’t wait any longer.
Investment Management
Our investment management services are designed to maximise your earnings and minimise risks. We carefully select investment options that align with your financial goals and risk tolerance, constantly monitoring the market to make timely adjustments to your portfolio. We can recommend portfolios that are specifically designed for retirees to help protect the downside and maximise the chances of your money lasting longer.
Tax Planning
Retirement planning isn't just about saving; it's also about optimising. Our tax planning strategies aim to reduce your tax liabilities and increase your after-tax returns, ensuring that you keep more of your hard-earned money.
Estate Planning
To ensure that your legacy is handled according to your wishes, we can work with your Solicitor or refer you to an expert to ensure you have a comprehensive estate plan in place.
Each service we provide is a stepping stone towards achieving a secure and enjoyable retirement. With our expert guidance, your retirement plan will not only meet but exceed your expectations, ensuring that your later years are as vibrant and rewarding as the ones leading up to them.
Explore top-rated retirement planning services to secure your future. Personalised financial advice, superannuation advice, estate planning, and more.
What Makes Us the Right Choice for Your Retirement Planning?
Expert Financial Strategies - We have been helping Australians retire for over 30 years and know that your financial goals and lifestyle are unique. That’s why our retirement plans are specifically designed with your security and flexibility in mind. As your life changes, so will your strategies.
Highly Skilled Team - Our experienced team brings years of expertise to your retirement planning. You'll have peace of mind knowing you're supported by expert professionals every step of the way.
Dedicated to Your Financial Wellbeing - our financial health is our top priority. We're here to build a transparent and trusting partnership, ensuring you feel confident and cared for.
All-in-One Financial Services - From managing your investments to planning your estate, we cover all aspects of retirement planning. Whatever you need, we’ve got it handled, all under one roof.
Empowering You with Knowledge - We believe in making you a part of the planning process. By providing the right tools and information, we help you take charge of your financial destiny.
Expert Retirement Planning Services in the Brisbane Area | Your Vision Financial Solutions
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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 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.
I have come to Patricia as my financial advisor because she was so highly recommended by a friend & I have not been at all disappointed! I feel very confident that Patricia will take very good care of my finances & get the best possible outcomes prior to and throughout my retirement. She is extremely easy to deal with & is very good at explaining things in 'layman's terms'. I am looking forward to a long working relationship with her and will be highly recommending her to all of my friends as well!
Joy, Forest Lake, QLD , 65+ years old
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.”