Who We Help
We offer tailored, holistic financial planning services for everyone to achieve their financial dreams with confidence and ease.
At Your Vision Financial Solutions, we believe that financial planning is more than just crunching numbers and investment returns.
We offer holistic financial advice that considers your entire financial situation.
Whether you’re a busy professional, a pre-retiree, an empowered woman, or any of our other valued client groups, we are here to help you dream, plan, and live with financial confidence.
With our expertise and attention to detail, we can uncover opportunities for savings, identify potential risks, and provide a comprehensive plan for your financial future.
You have no need to worry; we manage the process with meticulous attention, so you can continue to enjoy the life you’ve created with those you love.
Our Clients Include:
Busy Professionals
We offer strategic financial advice to streamline your finances, helping you to save time and reduce stress. We will help you look after your entire financial situation, allowing you to focus on your career and personal life.
Pre-Retirees
We provide detailed retirement planning to help you transition smoothly. We will help you determine when you can retire and how much you need to retire comfortably and securely so you can stop worrying about money
Retirees
We offer comprehensive retirement strategies to help you manage your assets to ensure you can focus on enjoying your hard-earned retirement without having to worry about money.
Empowered Women
Our tailored advice helps empower women when it comes to managing their finances. Whether you are a female divorcee, a widow, a leader, an executive or just a boss lady navigating the challenges of work-life balance we can support you every step of the way on your financial journey.
Divorcees
We provide strategic financial advice to help you restructure your finances, ensuring you can move forward with confidence and stability. Whether you're in the midst of the process or settling afterward, we're here to lighten the emotional and financial load, ensuring you're supported every step of the way.
High Income Earners
We offer sophisticated financial strategies to help you invest wisely, manage taxes efficiently, and build long-term wealth. We specialise in guiding high-income earners through the intricacies of their financial landscape, making complex matters comprehensible and ensuring clarity in decision-making.
Everyday Families
We offer comprehensive financial planning to help you balance current expenses with future goals, ensuring financial security for your loved ones and allowing you to spend more time creating unforgettable memories with your loved ones.
Small Business Owners
We provide expert advice to ensure you can secure your financial future outside of your business and will work with your accountant and other professionals to implement the right mix of strategies to fast track your journey to financial freedom and help you achieve the work-life balance you aspire towards.
Corporate Executives
We offer tailored financial strategies to help you manage complex compensation packages, employee share schemes, and investment portfolios, ensuring long-term financial stability and growth. We know you are extremely busy, and our teams acts like your very own executive assistant so you can spend your free time with your loved ones.
Health Professionals
We offer tailored financial planning services for medical professionals including doctors, dentists, veterinarians, nurses, and allied health professionals. Our expertise helps you navigate the complexities of high income alongside considerations such as debt structuring, investment solutions, insurance requirements, and retirement planning, ensuring a solid foundation for your financial future.
Questions before getting started? Get in touch.
Meet Danielle & Ben
“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.”
I’ve been a loyal client of WB Financial since 2008, and Patricia Garcia has been my personal financial planner since 2013. Since I’ve been working with Patricia, she has helped me shape a wealth creation strategy to secure my financial future. Before I bought my first home this included advice around insurance, margin lending and investments.
Patricia is very thorough in our review meetings, and takes stock of our entire financial position so we really know where we stand. She has conducted a full analysis of our financial and lifestyle objectives, so we can plan around things we want to do in the future like having children and upgrading our home. 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.