Our Services / Financial Planning
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We often talk about there never being no ‘one size fits all’ approach. This is especially true for financial planning, which requires a strategy that takes the full picture into account. We’ll work together to help you achieve your financial goals.

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We’ve helped countless Australians recover their lost super, consolidate accounts and maximise their retirement funds. Our team of experts equip you with a financial plan that gains you control over your superannuation and self managed funds.

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Staying on top of your investments and funds can be as labour intensive as a full-time job. Whether you need someone to oversee your entire investment portfolio – from superannuation to personal managed funds – or just need some actionable advice, VSMA's network of experts have you covered.

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Don’t risk losing your hard-earned investments. VSMA's recommended affiliates can provide risk management and insurance services that are comprehensive and tailored to your personalised risk appetite. We ensure protection of your investments and income, so you don’t have to.

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It’s possible to retire comfortably while continuing to live your best life, but it takes planning and commitment. VSMA's team of experts give you the tools and knowledge to stack the odds in your favour and secure a brighter financial future for you and your family.

What we offer

Superannuation Advice
Self Managed Super Fund (SMSF) Investment Advice
Life, Trauma & Disability Insurance
Income Protection
SMSF Lending Advice
Risk Management
Let’s get you back in control of your finances. Schedule a call with one of our friendly team members and we'll be in touch to discuss the right course of action for you.
Book a free consultation
We look at the entire picture. Everything from your history, to your current standing, your goals and the obstacles in your way. We’ll begin with a thorough discussion about where you are and what you want to achieve.
Based on the circumstances you’ve laid out, we’ll get to work on devising an action plan designed to help you hit your goals in a reasonable time frame.
We’ll educate you and broaden your knowledge on specific tools and techniques you can implement, so you can maximise your chances of hitting your goals.
Every 6 months, we check in with you to assess your standing, and further optimise your financial roadmap.
Book a free consultation

Testimonials

Excellent experience with Vision Wealth. Detailed portfolio, every step was clear and concise. Would recommend them to anyone who is seeking to improve/increase their investment portfolios.
Val Knox
VSMA helped my husband and I to better understand our options for improving our financial security. They provided us with a wealth of information about various savings and investment options and when we made our decision they assisted us obtain our first investment property. They were always available by phone and email to answer our questions and assist us with processes we were unfamiliar with. Even three years after our initial meeting, they check in with us from time to time to ensure we are satisfied and see if there is anything we need. They are proactive without being pushy. We would definitely consider utilising their services again.
Debbie Dodd
I would highly recommend these guys. You couldn't get a more insightful, truthful and easy going team. I've gone through the process twice now with VSMA and I couldn't be happier with the outcome. From start to finish it's a turnkey investment solution. Steve and his team get right into it and know the market inside out. Absolutely no hassles and extremely transparent all the way. I'm extremely impressed regarding the leadership of the organisation. It is very family orientated and they are absolutely there to make the average family succeed. My investments are doing better than expected with rent now 10% up over a 14 month period. Great insight from VSMA.
Emmanuel De Zylva
Using the Vision team to purchase a investment property made the whole process so much easier. They organised everything from the financing to the building of the property. There advice was invaluable. I would not hesitate to use them again in the future.
David Harrington
The team worked seamlessly in conjunction with our existing accountant who spoke highly of their strategies once he dissected their advice. They gave us the most tax effective solutions for our current financial position and tied it in with our future retirement goals. Extremely pleased with the results so far. Also, their mortgage brokers are very good, provide competitive interest rates. Thumbs up!
Kelly
We were unsure at first, however thanks to the fantastic knowledge and expertise of Vision and their team over the past year and a half, we have successfully purchased an investment property and with Visions help we are currently looking into our second. If only we knew what we did now we would have done this years ago. Thank you again to the wonderful team at Vision for setting us up for a better future for our family.
Jessica York
Best group of individuals, felt comfortable from the initial meeting and beyond. Spent 2 hours in my first meeting, just getting to know me and understanding exactly what I wanted. Outcome: Best advice and diversification of investments. Satisfied beyond measure.
Milzy
We have had a fantastic experience with Vision over the past couple of years. We were hesitant at first, but they have helped us develop a much better understanding of our finances. Great communication and wonderful customer service. Thanks guys!
Teegan Brown
The team at VSMA were very professional and detailed when providing you with information. They really look after your needs.
Brad Kwik
We had many meetings to feel comfortable with our decision to go with VSMA. They had a great team that worked together to get us into our first investment property, and now a second. They went into detail about our future finances and how to clean things up. They are in it for the long haul and you could see that they wanted you to succeed in the future. We still keep up to date with the market and have free finance talks over zoom with no sales pitches. They were able to offer us superannuation advice as well as the best mortgage and credit card advice. We did everything through them and are very happy with where they were able to get us today. It was something we always wanted to do but were too scared to take the next step and find someone we felt comfortable with. Happy to advocate for them any day.
Rich Bear

We plan finances so you don't have to

Ready to get on top of your finances? Fill out the form and let’s build a brighter future for you and your family.

'Til Debt Do Us Part
1300 00 VSMA
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9am-5pm (Monday to Friday)
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Other Services

Tax Minimisation

At VSMA, we have a specialised network of experts who assist you in understanding all your tax benefits and help you know your numbers in order to claim all the benefits you’re actually entitled to.

Accounting

VSMA’s main goal is to ensure your financial and non-financial objectives are met in the most safe and secure way.

Finance

No time to keep up to date with ever-changing loan markets? From refinancing to debt and mortgage reduction, VSMA has you covered on all fronts.

Lending

Securing the best home loan for your needs allows you to pay off your debt faster and helps in establishing a solid foundation for your future.

Money Management

Are you frustrated about not being able to save or worn out by the stress of week-to-week living? Mortgage, rent, groceries, petrol, car payment, medical bills, credit cards, utilities, school fees…we’re sure you can think of more!

Investment Strategy

Keeping up to date with investments can be time consuming and overwhelming. Our team of property specialists and portfolio managers help you identify opportunities that build you wealth while you sleep.

Retirement Planning

80% of Australians retire on less than $17,000 per year and still carry a debt throughout retirement. We give you the tools and knowledge to stack the odds in your favour and secure a brighter financial future for you and your family.

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