4 Charles Street
SOUTH PERTH WA 6151
Telephone: (08) 9474 9777
Fax: (08) 9474 9399
Corporate Superannuation Toll Free Number
1800 213 766
Financial freedom is a goal of many Australians, and our aim is help our clients develop and implement strategies that can guide them to financial security.
We want to develop long term relationships with our clients by providing structure and expertise on strategies and support that will help them attain their financial security and financial freedom throughout their lifetime.
We aim to professionally help our clients:
- Increase wealth;
- Protect their wealth and income;
- Attain financial security for their lifestyle, and;
- Ensure that their estate and succession plan are in place to benefit the people they most care for.
OUR SERVICE OFFERING
Vision Financial Strategies and Southern Financial Strategies offer a broad range of holistic financial advice and services to secure your financial future and the lifestyle you want.
Our qualified financial advisers provide a comprehensive 5 step Financial Planning Process to assist you achieve financial security:-
- Step 1. Initial consultation (complimentary Financial Health Check)
- Step 2. Strategy and Plan preparation
- Step 3. Strategy Presentation
- Step 4. Strategy Implementation
- Step 5. Ongoing review and service
We have strategic alliances with other professionals such as mortgage brokers, accountants, general insurance brokers, health insurance providers, stock brokers and solicitors which allow us to offer a comprehensive range of high quality services and solutions to meet our client’s financial needs.
Our services include:
- Investment planning
- Superannuation planning
- Pre-retirement planning
- Retirement planning
- Risk and insurance analysis
- Gearing strategies and planning
- Centrelink planning
- Saving and wealth creation strategies
- Estate planning considerations
- Business succession planning
- Guidance on budgeting and goal setting