VISIS Private Wealth was established in 2001 with a vision to create a private wealth firm that was fundamentally different to traditional financial planning services. Today, they are recognized as one of Australia’s leading privately owned wealth management firms, known for their integrity, exceptional wealth management expertise, and client-centered approach. Their team offers a complete range of services to support every aspect of their clients’ financial wellbeing, from strategic advice and investment management to accounting and tax services.
At VISIS Private Wealth, the focus is on helping high-net-worth individuals and families manage, grow, and protect their wealth. Their expert advice is tailored to meet each client’s unique situation and goals, ensuring that their financial strategy is as individual as they are. The firm’s Private Wealth Advisers are dedicated to providing superior market insights and advice, helping clients make informed decisions to achieve their financial and life goals.
With a commitment to putting their clients’ interests first, VISIS Private Wealth aims to maximize the potential of their clients’ hard-earned wealth. They have a deep appreciation for their clients’ challenges, concerns, hopes, and aspirations, and strive to unlock the full potential of their wealth so they can live a life rich in choice and full of possibilities. Through strong, continuing relationships and a core set of values upheld by every team member, VISIS Private Wealth sets the benchmark for private wealth management, delivering on their promises and earning recognition through industry awards as the gold standard in the field.