Meet the team: Brett Fordyce

After beginning his career in Auditing, Associate Financial Adviser Brett Fordyce made the move to financial planning as he sought a more client-focused role. Having just commenced a Master of Financial Planning when joining VISIS, Brett was also keen to build on practical skills that would complement his studies. During his time at VISIS, Brett […]

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FY23 to herald superannuation benefits for all ages

As we approach the new financial year, superannuation rule changes will see widespread benefits for Australians across all stages of life. All employees are set to receive a 0.5 per cent raise in their superannuation guarantee contribution as of July 1, increasing to a total of 10.5 per cent, following the Coalition’s pledge to reach […]

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Will Labor’s economic plan pay dividends?

As the dust settles from the Federal Election and Australians resume their lives, VISIS Private Wealth Founding Partner Chris Smith takes a look at what the new Federal Government’s financial policies mean for Australians. This week marks a month since the Federal Election and a walloping handed to the former Coalition Government by the ALP, […]

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Tips to optimise your tax position

As the end of financial year approaches, it’s time to consider how to optimise your tax position in a changing world as Australia learns to live with COVID-19 and a new Government. To help streamline the process and iron out your tax woes, award-winning financial adviser and founder of Brisbane’s VISIS Private Wealth Chris Smith […]

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ASX200 – Looking back pre-COVID

If you ask most people on the street if the share market is higher or lower than before COVID, the chances are they will tell you it’s down, especially after the sell-off we saw earlier in the year. It’s likely the torrent of grim media over the past two years has caused unrest which tends […]

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Meet the team: Scott Gynther

The rewarding feeling of supporting clients to reach their financial goals was all the motivation Private Client Adviser Scott Gynther needed to rise through the ranks of the VISIS team. Starting as a paraplanner with the firm in 2015, Scott produced advice documents and financial projections for all four VISIS partners. Fast forward to 2022 […]

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Big budget year delivers timely relief

The lead up to and delivery of this year’s federal Budget was surrounded by plenty of hype, and for good reason – being an election year, the Budget was delivered early and with high expectations. With cost of living pressures rising quicker than wages, many were rightly concerned about how households may fair. Importantly, with […]

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Tom Cumming Profile Piece

Working in a fast-paced industry where every day is different is important for Client Services Officer Tom Cumming and is why he thoroughly enjoys his role at VISIS.   “When the opportunity to join the team came up last year, I jumped at the chance to learn and grow my skills and help clients achieve their […]

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Wealth creation for the next generation

Benjamin Franklin’s famous words ‘Watch the pennies and the dollars will take care of themselves’ may have been said many years ago but they still ring true today – passing on good financial habits to our children really can help set them up for life.  Wealth creation starts with getting our children into good saving […]

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