Our Services / Retirement Planning
An elderly man with a walking cane being upset

Knowing the answers to these questions can help you implement the correct retirement strategies so you can enjoy a secure financial future. With increasing life expectancy and superannuation returns not always meeting expectations in recent years, having the right retirement strategy in place is crucial for getting the lifestyle you want.

A smiling elderly couple

It is possible to retire comfortably while continuing to live your best life, but it takes planning and commitment. VSMA gives 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

Transition to
retirement strategy
Retirement Income
Advice
Superannuation
Access
Passive Income
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
In order to know where we’re going, we need to know where we came from. Together, we’ll take the time to understand your personal situation in its entirety.
We deep dive into your financial goals, aspirations and obstacles.
We connect you with a recommended associate who works on developing a personalised action plan to hit your targets.
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

Ready to secure your retirement?

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
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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.

Financial Planning

VSMA have access to a team of experienced financial professionals that are committed to providing everyday Australians with the level of attention and service required to effectively manage your finance process.

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