Award-winning financial adviser to Australia’s leading business and medical professionals
When Chris Smith founded VISIS Private Wealth in 2001, he was determined to create a philosophy and approach that set VISIS apart from the traditional planning services provided by large financial institutions.
Today, Chris and his team set the standard for financial planning and private wealth management in Australia. Chris is one of the country’s most respected and awarded advisers, renowned for his integrity, exceptional wealth management expertise and client-centred approach. (… read more)
Advice you can trust, results you can enjoy
VISIS Private Wealth is 100% privately owned and licensed with no external alliances or conflicts.
For us, it’s all about people – not products. Your financial strategy will be tailored for you, shaped by your aspirations and goals, and backed by the specialist expertise, market insight and knowledge to ensure you achieve them.
From protecting and growing your capital, generating a highly tax-effective income to maintaining your wealth through retirement, you can be confident that your financial affairs are being managed so you can enjoy the lifestyle your wealth affords you, now and into the future.
It’s a ‘big picture’ but entirely personal approach that supports every aspect of your financial wellbeing – from strategic financial advice, investment management, accounting and tax services.
Honours List – Chris Smith & VISIS Private Wealth
- 2015 – Certified Financial Planner of the Year– National Winner
- 2018 – Certified Financial Planner of the Year – National Finalist
- 2018 & 2019 – Professional Practice of the Year – National Finalist
- 2018 – Independent Financial Advice Excellence Awards – Investment Adviser of the Year – Winner
- 2018 – Independent Financial Advice Excellence Awards – SMSF Adviser of the Year – Winner
- 2015 – Independent Financial Advice Excellence Awards – Best Client Service Adviser – Winner
- 2015 – Independent Financial Advice Excellence Awards – Adviser of the Year – Winner
- 2017 & 2018 – Independent Financial Advice Excellence Awards – Holistic Advice Firm of the Year – Winner
- 2017 – Independent Financial Advice Excellence Awards – Best Client Service Firm – Winner
- 2015 – Independent Financial Advice Excellence Awards – Boutique Advice Firm – Winner
- 2017, 2018, 2019 & 2020 – Barrons Top 50 List of Australian Financial Advisers
A straight talking, personal approach
At every step, we’re here to help you navigate the ‘big picture’. Financial plans can be complicated, with diverse strategies, new legislation, products and portfolio options to consider. It’s our job to cut through the complexity, identify key issues, pinpoint priorities, and provide advice that’s easy to understand, implement and manage.
Real life, real insight
While our work is informed by sharp market analysis and world-class research, we know you’re making real-life decisions that need hands-on experience. Through years of working with high-net-worth individuals and families, we have a unique grasp on the solutions that work and truly make a difference.
A one-stop-shop
We have the heart of a boutique business with the resources and track record of a
market leader. Every one of our clients has a complete suite of services at their fingertips covering every aspect of their wealth management needs – from strategic financial advice, investment management to accounting and tax services.
Today and tomorrow
We help you plan for life – we don’t just implement ideas and walk away. We see ourselves as your partner in wealth management through different life stages. Our proactive approach means we’re constantly working with you to identify and capitalise on new opportunities, and ensure your financial strategies remain fruitful and relevant.
Chris Smith has a strong track record for building successful, long-term relationships with executives, managers and professionals, business owners, entrepreneurs and self-funded retirees.
He has a proven understanding of the needs of high-net-worth individuals and families at different at different stages of their career and life, and a unique grasp on the financial solutions that truly work and make a genuine difference.
Executives
Business Owners & Entrepreneurs
Medical Professionals
High-Net-Worth Families
Entertainment & Sporting Personalities
Are you a Medical Professional?
We look after your financial wellbeing while you’re busy looking after the wellbeing of others.
“I have a very trusting relationship with Chris and his team – one that means that I believe I am getting great financial advice from
people who care.”
Client – 15 years
“VISIS makes it very easy for you to understand the financial information being presented to you. When you are entrusting your financial situation to someone, you want to understand it.”
Client – 10 years