It isn't just about choosing products and investment options, but also looks at and helps you understand all aspects of your financial life, including:
We never receive commissions or bonuses for recommending products to you.
We’ll always let you know the exact cost before you commit to anything.
We offer different advice levels designed to suit your needs and goals.
We’ll explain it all clearly, helping you understand the technical jargon.
At a minimum our planners have an Advanced Diploma in financial planning, and an average of 10 years experience.
Come to our office, or a planner can come to you. We're available over the phone or in person.
My Vision Super financial planner has always given me advice that is honest and easy to understand. She really listened to what I would like to achieve in my retirement and then we worked out a plan to help me reach my goals. She has made the transition into retirement so much easier. Without her help, I would have been in trouble.
The financial planning process was very clear and easy to understand. My financial planner took the time to understand my retirement goals and tolerance to risk when developing my financial plan.
I wanted to learn more about my super and some ways to boost my balance. A financial adviser called me and explained everything very simply – I just wish I had got in touch years ago as the suggestions and process wasn’t as complicated as I thought it would be!
Our planner explained everything to us in simple and easy to understand language. We used to have trouble understanding superannuation- let alone how to make the most from it. With our planner’s help, we now understand its objectives clearly and believe we are making better and more informed decisions about our financial future.