Superannuation & Self-Managed Super Funds
We simplify the complexities of superannuation by assisting you in selecting the appropriate fund, optimising your investment mix, making contributions, and more.
Discover How to Optimise Your Superannuation and Secure a Comfortable Retirement
Are you overwhelmed by the complexities of superannuation? Unsure about which fund to choose or how to optimise your investment allocation? Do you need help understanding how to make the right contributions to build your retirement savings effectively?
We simplify the complexities of superannuation by assisting you in selecting the appropriate fund, optimising your investment mix, making contributions, and more. With the right knowledge and plan in place, you have the potential to make a world of difference to yourself and your loved ones in your retirement.
Comprehensive Superannuation Services
Fund Selection: We help you choose the superannuation fund that best aligns with your financial goals and risk tolerance. We ensure the fees are appropriate and competitive and the returns are adequate for the risk you are taking.
Investment Optimisation: Our experts guide you in optimising your investment mix to ensure it aligns with your risk appetite, capacity for risk, and need to take the risk.
Contribution Strategies: We provide advice on how to make effective contributions to maximise your retirement savings and reduce tax.
Self-Managed Super Funds (SMSFs): If you're considering an SMSF, we can provide advice to ensure this is appropriate for your situation and goals and offer comprehensive support in setting up and managing your fund..
Ongoing Management: We offer continuous support to monitor and adjust your superannuation strategy as your financial situation and goals evolve.
Superannuation is a critical component of your retirement planning. Let us help you navigate its complexities and secure a comfortable future for you and your loved ones.
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
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.”