All your wealth management needs in one place

Effective wealth management demands a holistic, integrated approach.

Every one of our clients is serviced by a dedicated and highly experienced Private Wealth Adviser and has a complete range of financial services at their fingertips – Strategic Financial Advice, Investment Management and Accounting & Tax Services.

This combination of services ensures we understand and navigate the ‘big picture’ for you, quickly manage changes and obstacles, and work with you to identify and capitalise on new opportunities.

We have the heart of a boutique business with the resources and track record of a market leader. From growing wealth for retirement to generating a high tax-effective income, your Private Wealth Adviser is focused squarely on what you want to achieve.

The wealth management plans we develop are finely tuned to meet your financial and life goals and underpinned by the right combination of strategies, market insight and knowledge to ensure you achieve them.

We specialise in:

Investment strategies

Superannuation & Self-Managed Superannuation Funds

Insurance & Risk Management

Loan & Debt Solutions

Estate & Succession Planning

For many of our clients, they have the desire to enter the world of investment, but the idea of managing an investment portfolio is daunting and stressful.

For others, it’s a world they find fascinating and have a strong interest in, but they recognise they simply don’t have the time or specialist expertise required to maximise the potential of their investments in a dynamic and constantly evolving market.

That’s the beauty of working with VISIS Private Wealth. We have the passion, knowledge and capability to build and manage an investment portfolio that complements your financial goals. We use the latest technology to constantly monitor financial markets so we have our finger on the pulse for new strategies, opportunities, changes and trends. We’re on top of it – so you can make great decisions, on a sound basis at the right time.

We specialise in:

Investment strategies

Bespoke Portfolio Construction

Asset Allocation Advice

Insurance & Risk Management

Superannuation & Self-Managed Superannuation Funds

VISIS Accounting & Tax Services form an essential part of our holistic, integrated approach to wealth management.

Our expert team of accountants and taxation advisers work closely with our Private Wealth Advisers to ensure your tax affairs are professionally managed and your financial position is optimised – ensuring a seamless and coordinated approach. They are an exceptionally experienced
team that is highly attuned to the unique needs of high-net-worth individuals and families, with the capability to tailor accounting and taxation solutions to complement the most complex financial strategies.

We specialise in:

Tax advice

Business consultancy

Investment structures & entities

Tax management strategies

Bookkeeping

Cash flow strategy & management

Self-managed superannuation funds

Tax returns

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