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.

Chris’ process

STEP 1

UNDERSTAND
We start by getting to know you and your financial and life goals.

STEP 2

PLAN
We develop a cohesive, customised Private Wealth Plan that’s driven by your goals and backed by our proven strategies and expertise.

STEP 3

MANAGE
We work with you to implement your Private Wealth Plan and manage your wealth on a daily basis.

STEP 4

MONITOR
We proactively monitor your wealth management strategies and find solutions to issues or challenges.

STEP 5

REVIEW
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

Chris Smith - Strategic Financial Advice

Strategic Financial Advice

From generating a high tax-effective income to growing wealth through to retirement, our expert advice is focused squarely on what you want to achieve.

Chris Smith - Investment Management

Investment Management

Rest easy, knowing your investments are being expertly managed by a team with market-leading insights at their fingertips and your best interests at heart.

Chris Smith - Accounting & Tax

Accounting & Tax

Our highly skilled accountants and tax advisers work closely with our wealth advisers to ensure your tax and financial position is optimised.

Are you a Medical Professional?

We look after your financial wellbeing while you’re busy looking after the wellbeing of others.

VISIS - A refreshingly different approach to managing your wealth

“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