What is private wealth?
Private Wealth Management is an entirely personal, ‘big picture’ approach to managing, protecting and growing your wealth.
It’s a more comprehensive, more cohesive and ultimately, more effective approach to financial planning that covers everything from investment strategies, superannuation, insurance and risk management through to cash flow, loan and debt solutions as well as tax planning and accounting services.
This integrated approach to managing your wealth is one of the key points of difference between Private Wealth Management and other financial planning services. In particular, the inclusion of tax and accounting services. A unique combination of services that VISIS Private Wealth is proud to provide our clients.
We start by getting to know you and your financial and life goals.
We develop a cohesive, customised Private Wealth Plan that’s driven by your goals and backed by our proven strategies and expertise.
We work with you to implement your Private Wealth Plan and manage your wealth on a daily basis.
We proactively monitor your wealth management strategies and find solutions to issues or challenges.
We regularly measure the performance of your Private Wealth Plan to make sure it’s working for you – now and into the future.
Chris’ Wealth Services
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