Patricia and the team at Your Vision Financial have been helping individuals live out their dreams for many years. Here is what some of our happy clients have to say –
1. Retirement planning
Teresa and Darren were able to achieve an early and enjoyable retirement through the help of Your Vision Financial –
When we first started getting financial advice, Darren was running his own drilling business and I took care of the administration side of things. We wanted to retire before age 60 and needed some guidance around how to achieve this. The WB Financial (now trading as Your Vision Financial) team helped us establish ongoing investments to build an investment portfolio that would allow us to retire early.
Teresa and Darren
2. Protection and insurance
Thomas shares how Your Vision Financial made the financial aspect of his claims process a seamless one, so he could concentrate on his health –
Patricia was my main representative and my voice when I was away in hospital trying to battle for my life. Patricia and her team did all the background work to help with the financial side of things for me. They helped me gain early access to my superannuation and to successfully claim on my life insurance policy.
I was so over the moon with their assistance because there were so many forms and terms I just didn’t understand but with their help everything went smoothly.
3. Manage your money
Ben and Danielle get advice and support from Patricia for every financial decision that arises in their life.
I’ve been a loyal client of WB Financial since 2008 and Patricia Garcia has been my personal financial planner since 2013. Patricia has strong and comprehensive financial knowledge, which helps me feel confident making financial decisions – before I bought my first home she gave me advice around insurance, margin lending and investments.
I’ve gone to Patricia for advice on all my financial needs, from sorting out my super and insurance to managing my debts and cash flow.
Wayne was a painting contractor and Carolyn was working as a bookkeeper, and although their income was sufficient for their needs, they were struggling to get ahead. Wayne and Carolyn shares how Your Vision Financial helped them retire comfortably.
“Because we’d left our run a bit late, we didn’t have all that much time to accumulate huge amounts of money through superannuation before we retired,” said Carolyn. “And because our superannuation wasn’t growing at a rate that I thought was adequate, this option has worked well for us.”
“Without the help of Graham and Patricia, we wouldn’t be in the position we’re in now – we just wouldn’t have put away as much as we needed to,” Carolyn said. “We were never planning to have a lavish lifestyle in retirement, but their strategy has definitely enabled us to retire comfortably.”
Carolyn and Wayne
In the early 2000s, Tracy and David were struggling to get ahead financially. For Tracy, a nurse, and David, a Telstra operations manager, paying off their home and raising their three sons was taking up all the spare cash they had.
“We were just normal working class people with three kids, just trying to plug along and pay off a mortgage,” Tracy said. “Now we have a pretty great lifestyle, thanks to Graham and Patricia. We have the utmost faith in the WB team (now trading as Your Vision Financial).”
With a sound financial plan in place, Tracy and David were able to pay off their home sooner than expected, as well as sending their sons to private school.
Tracey and David
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