Founding Partner
CurrentAt VISIS Private Wealth, we combine our wealth management expertise with an entirely personal approach to maximise the potential of your wealth.When I founded VISIS back in 2001, I was determined to establish an approach that set us apart from the traditional financial planning services provided by large financial institutions.Today, VISIS is recognised as one of Australia’s leading private wealth firms – known for our integrity, exceptional wealth management expertise and client-centred approach.For us, it’s all about people – not pre-packaged products.We are 100% privately owned and licenced which means there are no external alliances or conflicts involved. We’re motivated solely by your needs, provide targeted solutions and measure our success by your success. We combine our personal approach with a full range of services and vast expertise. We have the heart of a boutique business with the resources and track record of a market leader.We help executives, medical professionals, business owners, self-funded retirees and high net wealth individuals and families to effectively manage, grow and protect their wealth every day.It starts with your financial and life goals – now and into the future. Our mission is to help you achieve them, enjoying maximum results with minimum risk.We navigate the big picture to recommend clear and smart solutions that work for you. VISIS’ holistic approach allows us to build integrated financial strategies that cover all of the aspects that contribute to your financial wellbeing:• Strategic financial advice• Investment / wealth strategies• Entities and structures• Executive share plans• Tax management• Medical accounting• Family office services• Self-managed superannuation funds• Retirement planning including pensions and tax strategies• Personal and business insurance • Estate planning
